PROBLEM
DF Capital is a UK‑based specialist bank supporting the working capital needs of manufacturers and dealers, providing over £1.2bn of distribution and inventory finance in 2023. As the business continued to grow, operational inefficiencies caused by fragmented systems and manual processes began to limit visibility, productivity and scalability.
Customer data was spread across multiple platforms, making it difficult to understand the relationship between clients, revenue generation and growth. Teams relied on manual data collection and validation, leading to duplicated effort, inconsistent information and slow turnaround times. Separate tools for different functions also made collaboration challenging and restricted DF Capital’s ability to gain real‑time insight into customer activity and performance.
DF Capital needed a unified platform to centralise data, automate workflows, improve reporting and support more efficient collaboration across teams.
SOLUTION
DF Capital partnered with Cooper Parry Digital to migrate core commercial processes onto Salesforce Sales Cloud and Service Cloud, creating a single, automated platform for customer management, onboarding and case handling.
Cooper Parry Digital delivered a solution that included:
- Salesforce flows, validation rules and approval processes to streamline data collection and onboarding
- API integrations with third‑party systems including Mambu, SmartSearch, LexisNexis, Experian and Companies House, using SnapLogic as middleware
- Custom objects and data models to link manufacturers, dealers, organisations and key contacts, providing a true 360‑degree customer view
- Dynamic forms and intuitive user interfaces to ensure the right information is captured at the right time
- Automated, structured case management within Service Cloud, including document generation via Adobe Sign
The solution was designed to reduce manual workload, improve data quality, and give teams a shared, real‑time view of customers and activity.
VALUE ADDED
- A single, unified customer platform replacing fragmented systems
- Improved customer visibility and understanding across manufacturers, dealers and supply chains
- Significant reduction in manual data handling through automation and integrations
- Faster, more efficient onboarding and case resolution
- Enhanced reporting and analytics, enabling data‑driven decision‑making
- Stronger collaboration and productivity across teams
As a result, DF Capital now operates with clearer insight, more efficient processes and a scalable Salesforce platform that supports sustainable growth in a competitive financial services market.
