Seamless CRM Modernization for an Indian Banking Leader Using Salesforce, MuleSoft,and AWS

Seamless CRM Modernization for a Leading Indian Bank with Salesforce, MuleSoft & AWS

A prominent Indian banking and financial services provider set out to modernize its fragmented CRM ecosystem, which spanned multiple legacy systems like Siebel and Talisma. With growing regulatory pressures and customer expectations, the bank needed a secure, scalable, and compliant solution to unify its customer data and streamline service delivery.

Coforge led the full-scale CRM transformation by migrating legacy platforms to Salesforce, integrating real-time data flows via MuleSoft, and ensuring secure deployment on AWS. The result: improved SLA adherence, reduced service costs, full compliance with RBI guidelines, and a future-ready CRM foundation for innovation and growth.

Read the full case study to discover how Coforge enabled this seamless digital transformation across banking segments.