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Industries

FOR PERSONALIZED DIGITAL EXPERIENCES

THAT TURN YOUR CUSTOMERS INTO ADVOCATES

Digitalization and new regulatory requirements are posing new challenges for financial service providers. But at the same time, they also create new opportunities. With ever more demanding customers and growing competition, you can take the lead by offering highly individual, AI-driven customer journeys across all channels. Leverage DevOps services, outsourcing and Managed Services to support your data and system operations. Implement Business Intelligence solutions for future-proof decision-making. With globalization and digital transformation increasing the complexity of security and compliance measures, finding the right solutions can secure your digital financial services, protect data and meet compliance and legal regulations worldwide. As a leading provider for digital transformation & cloud experience in the financial services area, we empower you to become a digital leader providing personalized banking journeys for your customers on a global scale.
BANKING SOLUTIONS
You can create and optimize AI-driven personalized customer journeys across all channels by using banking-specific solutions for sales and marketing, commerce & service. Our experts will help you set up the right systems, processes and support you with a customer journey management strategy

You can create and optimize AI-driven personalized customer journeys across all channels by using banking-specific solutions for sales and marketing, commerce & service. Our experts will help you set up the right systems, processes and support you with a customer journey management strategy

You can create and optimize AI-driven personalized customer journeys across all channels by using banking-specific solutions for sales and marketing, commerce & service. Our experts will help you set up the right systems, processes and support you with a customer journey management strategy

You can create and optimize AI-driven personalized customer journeys across all channels by using banking-specific solutions for sales and marketing, commerce & service. Our experts will help you set up the right systems, processes and support you with a customer journey management strategy

INSURANCE

You can create and optimize AI-driven personalized customer journeys across all channels by using banking-specific solutions for sales and marketing, commerce & service. Our experts will help you set up the right systems, processes and support you with a customer journey management strategy

You can create and optimize AI-driven personalized customer journeys across all channels by using banking-specific solutions for sales and marketing, commerce & service. Our experts will help you set up the right systems, processes and support you with a customer journey management strategy
You can create and optimize AI-driven personalized customer journeys across all channels by using banking-specific solutions for sales and marketing, commerce & service. Our experts will help you set up the right systems, processes and support you with a customer journey management strategy
You can create and optimize AI-driven personalized customer journeys across all channels by using banking-specific solutions for sales and marketing, commerce & service. Our experts will help you set up the right systems, processes and support you with a customer journey management strategy
RETAIL AND CONSUMER GOODS

Ohana has helped to develop and engaged millions of users from several ecommerce in different sectors.

Define technical roadmap, align with business strategy and vision. Interaction Studio and Datorama implementation in several markets with multiples data sources.

Support on Commerce Cloud enabling a consistent data architecture to support Interaction Studio platform.

Biotech and Healthcare

Optimizing Healthcare Operations with Data Cloud Integration

  • Automated HCP Order Management: Implemented Data Cloud within Salesforce Experience Cloud to optimize order blocking for Healthcare Professionals (HCPs).
  • Apex-Driven Data Harmonization: Used Apex triggers to call the Query API from Data Cloud, integrating data from Veeva and Salesforce Experience Cloud, which were previously unlinked.
  • CRM Connector for Seamless Integration: Applied Data Cloud transformations to harmonize data, bridging gaps between platforms without relying on identity resolution in the initial MVP.
  • Insight-Driven Process Automation: Created calculated insights to evaluate automated order blocking efficiency, enabling segmentation, email automation, and notifications through Salesforce Marketing Cloud.

Innovating Biotech Data Flows with Multi-Platform Integration

  • End-to-End Salesforce Implementation: Led a greenfield Salesforce implementation for a biotech company, designing architecture, roadmap, and integrations across Salesforce Core, OKTA, Zoom, and Eventbrite.
  • Automated Event & Webinar Registration: Developed SSJS integrations with Zoom and Eventbrite to auto-populate campaign registrations, triggering welcome emails and follow-up communications until event completion.
  • Dynamic Post-Event Engagement: Deployed a global Cloud Page for post-event surveys, dynamically triggering emails based on feedback received.
  • Seamless Data Tracking & Insights: Integrated email tracking and survey responses into Salesforce Core using the native Salesforce Marketing Cloud (SFMC) Connector, ensuring complete visibility into user engagement.

Banking

Enhancing Banking Engagement with Advanced Personalization Strategies

Ohana Cloud facilitates transformative digital journeys in the banking sector, enhancing customer experiences and boosting engagement across all digital touchpoints. We focus on personalizing the banking experience, allowing institutions to offer tailored financial advice, dynamic product recommendations, and real-time customer support through an integrated platform. Our solutions leverage advanced analytics to understand customer preferences and behaviors, ensuring that banks can meet their clients’ needs anytime, anywhere, with seamless, intuitive interfaces.

Building Omni-Channel Personalization for Banking

  • Salesforce Marketing Cloud Personalization Implementation: Orchestrated a comprehensive personalization architecture, roadmap, and deployment across 6 markets, integrating Adobe Experience Manager, an Integration Layer, and third-party systems.
  • API-Driven Event Collection: Utilized APIs to capture multi-channel behavioral events, employing the Event API for streaming data and collecting stats, enhancing real-time user engagement.
  • Innovative Personalization Tactics: Leveraged platforms like PEGA, Adjust, Countly, and Jens to create an omni-channel architecture that optimizes automated personalization tactics, elevating customer interaction across all touchpoints.
  • Dynamic Campaign Personalization: Implemented server-side campaigns to dynamically personalize web and mobile app experiences, providing users with a tailored engagement journey.
  • Engagement Optimization for Disengaged Users: Enabled multiple campaigns triggered by user drop-offs, effectively re-engaging customers who had previously disengaged, thereby improving overall user personalization and engagement.

BANKING SOLUTIONS

Digital Journey for Banking Services

Ohana Cloud facilitates transformative digital journeys in the banking sector, enhancing customer experiences and boosting engagement across all digital touchpoints. We focus on personalizing the banking experience, allowing institutions to offer tailored financial advice, dynamic product recommendations, and real-time customer support through an integrated platform. Our solutions leverage advanced analytics to understand customer preferences and behaviors, ensuring that banks can meet their clients’ needs anytime, anywhere, with seamless, intuitive interfaces.

Automate Banking Processes

With Ohana Cloud, banks can automate their core processes, from loan origination and risk assessment to fraud detection and customer onboarding. Our automation solutions streamline operations, reduce human error, and increase efficiency. By implementing AI-driven workflows, banks can quickly adapt to new regulations, respond to market changes, and deliver faster, more reliable services to their customers. Automation extends to back-office processes, enabling better resource management and cost savings.

Insurance

Advancing Insurance Operations with Salesforce Marketing Cloud Solutions

In the ever-evolving regulatory landscape of the insurance industry, Ohana Cloud ensures that insurers meet stringent compliance standards while managing governance with unparalleled efficiency. Our platform facilitates robust compliance management by automating reporting, audits, and policy adherence processes. We integrate cutting-edge technology to monitor regulatory updates and implement them seamlessly across systems, reducing the risk of non-compliance and enhancing operational transparency. This proactive approach not only safeguards against potential legal challenges but also builds a foundation of trust with policyholders, ensuring that their data is handled with the utmost integrity.

Strategic Marketing Cloud Deployment for Global Insurance

  • Multi-Country Marketing Cloud Architecture: Led the development of the Marketing Cloud architecture for a prominent insurance company, focusing on strategies suitable for multi-country rollouts.
  • Custom Deployment Acceleration: Developed custom deployment acceleration scripts, utilizing WS Proxy and REST APIs to enhance efficiency and speed in marketing operations.

Enhancing Insurance Marketing Scalability and Flexibility

  • Scalable Marketing Architecture: Revamped the existing Marketing Cloud architecture to significantly enhance scalability, accommodating growing needs and complexities of insurance marketing.
  • Flexible Development Practices: Implemented changes that increased continuous development flexibility, allowing for rapid adaptation to market changes and new marketing technologies.

INSURANCE SOLUTIONS

Compliance & Governance

In the ever-evolving regulatory landscape of the insurance industry, Ohana Cloud ensures that insurers meet stringent compliance standards while managing governance with unparalleled efficiency. Our platform facilitates robust compliance management by automating reporting, audits, and policy adherence processes. We integrate cutting-edge technology to monitor regulatory updates and implement them seamlessly across systems, reducing the risk of non-compliance and enhancing operational transparency. This proactive approach not only safeguards against potential legal challenges but also builds a foundation of trust with policyholders, ensuring that their data is handled with the utmost integrity.

Integration & Operations

Ohana Cloud revolutionizes integration and operational efficiencies within the insurance sector. Our solutions seamlessly integrate disparate systems, from claims processing platforms to customer relationship management tools, creating a unified operational framework. This integration empowers insurers to deliver a cohesive user experience, improve data flow, and eliminate operational silos. By enhancing operational connectivity, Ohana Cloud enables real-time data analytics and decision-making, which are critical for adjusting offers, personalizing customer interactions, and optimizing claims management processes. Our approach ensures that insurers can adapt quickly to market changes and customer needs, driving overall business growth and efficiency.

Retail and Consumer Goods

Revolutionizing Retail with Salesforce Marketing Cloud Solutions

Our approach involves defining a comprehensive technical roadmap that aligns seamlessly with your business strategy and vision. Utilizing Interaction Studio and Marketing Cloud Intelligence, we implement tailored solutions across multiple markets, integrating diverse data sources to deliver personalized customer experiences and drive significant business growth.

Enhancing Customer Experiences with Marketing Cloud Personalization

  • Marketing Cloud Personalization Implementations: Focused on sitemap implementations, server-side campaigns for product recommendations, and extensive automated testing via Postman to ensure API reliability for a retail client.
  • Multi-Country Personalization Rollouts: Spearheaded the deployment of Marketing Cloud Personalization for a leading consumer goods firm in significant markets such as France and Brazil, utilizing advanced sitemaps and implementing diverse use cases including promotion and product recommendations.
  • Dynamic Web Campaigns and Sitemap Transition: Developed and transitioned to dynamic web templates that integrate user context and Einstein recipes for personalized product recommendations based on pre-calculated offers and user behaviors, leveraging native platform features to enhance web component integration.

Optimizing Retail Operations with Integrated Salesforce Solutions

  • Scalable Architecture for Increased Revenue: Overhauled retail architecture to enhance scalability and continuous development flexibility, resulting in a 27% increase in revenue through optimized web campaigns.
  • Strategic Multi-Cloud and Data Integrations: Led comprehensive integrations across Salesforce platforms including Data Cloud, Commerce Cloud, and Marketing Cloud Engagement, enhancing data synchronization and campaign management.
  • Advanced Data Analytics with Marketing Cloud Intelligence: Successfully integrated media advertising data sources for 19 markets into Marketing Cloud Intelligence (formerly Datorama) within six months, improving data-driven decision-making and campaign performance analysis.

RETAIL AND CONSUMER GOODS

Implementation for Retail and Consumer Goods

Our approach involves defining a comprehensive technical roadmap that aligns seamlessly with your business strategy and vision. Utilizing Interaction Studio and Marketing Cloud Intelligence, we implement tailored solutions across multiple markets, integrating diverse data sources to deliver personalized customer experiences and drive significant business growth.

Commerce Cloud

Our support extends to Commerce Cloud, where we enable a consistent data architecture that enhances the functionality of the Marketing Cloud Personalization platform. This support ensures retailers can leverage a unified view of their data, optimizing customer interactions and enabling more effective marketing strategies. By fostering a cohesive data environment, Ohana Cloud empowers retailers to deliver a more personalized shopping experience, increasing customer satisfaction and loyalty.

Real Estate

Transforming Real Estate Marketing with Salesforce Solutions

Advanced Salesforce CRM Integrations for Real Estate

  • Marketing Cloud and CRM Integration: Led a Marketing Cloud implementation for a real estate company, focusing on enabling seamless integrations with Salesforce CRM to automate various marketing use cases.
  • Real-Time Personalized Campaigns: Deployed real-time integrations with Salesforce CRM, leveraging personalized campaigns that dynamically adapt to customer interactions and preferences.
  • Customized AMPscript Solutions: Designed and built complex AMPscript blocks within data extensions to display properties tailored to customer interests, enhancing targeted communication.

Enhancing Customer Engagement Through Custom Solutions

  • Complex Preference Center Development: Created a sophisticated preference center using Cloud Pages, directly integrated with Salesforce CRM, allowing customers to manage their communication preferences effectively.
  • Innovative Send Tracking Processes: Developed a custom process for send tracking that enriches the customer lifecycle by syncing interaction data directly into Salesforce CRM, providing detailed insights into customer behaviors.
  • Automated Trigger Journeys from CRM: Built automated use cases that trigger journeys directly from Salesforce CRM, such as introducing a sales agent to customers, streamlining the engagement process.
  • Comprehensive Solution Documentation and Training: Documented both functional and technical aspects of the solutions implemented and conducted Marketing Cloud training for team members, ensuring knowledge transfer and system proficiency.