Explore how Signal Mutual fast-tracked their CRM transformation and insurance modernization journey with Salesforce Financial Services Cloud and Exavalu. In this insightful session, Rick Hayes (Signal Mutual), Evan Groot (Salesforce), and Brian Schween (Exavalu) discussed how advanced technologies, strategic vision, and seamless execution came together to enhance customer experience, operational efficiency, and product agility.

Missed the live session? Here are the major takeaways

Customer Vision Alignment: The transition from legacy systems to new age solutions started with a focus on customer centricity and smooth adoption. The phased rollout approach aligned with Signal Mutual’s business strategy for incremental insurance product rollouts.

Industry-Focused Solutions: We utilized best-in-class technology with Salesforce Financial Services Cloud, Salesforce Industries (previously Vlocity) and MuleSoft. We blended these technologies with insurance industry-specific best practices to deliver a streamlined, integrated solution tailored to Signal Mutual’s unique needs.

The Right Mix of Deep Insurance and Salesforce Expertise: Combining deep insurance domain knowledge with Salesforce expertise ensured accelerated execution for the time-sensitive, complex rollouts.

End-to-End Consulting and Multi-Layered Governance: Guiding the business and technology teams through the complexities of a digital transformation, from strategy to execution, ensured governance and control at every stage of project execution.

Salesforce’s Futuristic Solutions for Insurance: Salesforce offers connectors to source data from data lakes like Snowflake and AWS while enhancing AI capabilities for decision-making across the insurance value chain. Other powerful innovations include Einstein Copilot with NLP, digital employees (bots), and pre-built workflows to streamline processes and ensure seamless automation, data security, and actionable insights from structured and unstructured data.