In just 5 months our team has successfully delivered a robust, AI-driven Salesforce solution for Equiti Group, one of the fastest-growing global fintech groups.The end-to-end implementation unified Equiti’s global sales & service operations onto a single CRM platform, creating new levels of intelligence, speed & compliance across millions of customer interactions worldwide in a single 360 customer view.
Energized by expansion & ready to streamline systems for greater impact, Equiti partnered with T1A to design & implement a future-ready CRM ecosystem.“We needed a Salesforce setup that could handle real-time routing for leads & service cases across global teams, integrate with our trading platforms & still meet compliance & data visibility standards. T1A developed a system that saves us time & has significantly enhanced our processes, demonstrating the highest quality of implementation we've experienced so far”, – said Husam Al Kurdi, Global Head of Product & Managing Director Cyprus, Equiti Group.
“This marks a major milestone in Equiti’s digital evolution. With Salesforce as our core engagement platform, we now have the scalability, intelligence & data transparency required to support our global growth. This isn’t just technology, it’s the foundation for our future commercial acceleration, better customer experiences & smarter decision-making powered by AI across every market we operate in”, – Maria Kartousova, Head of Product – CRM, Equiti Group.
“Our work with Equiti is a clear example of how deep industry expertise, combined with the power & flexibility of the Salesforce platform can deliver next-level experience at global scale’’, – said Charlie Maher, Account Executive, Salesforce.
“We designed Salesforce to serve as a control center for Equiti’s customer operations – from automated lead qualification & conversion based on complex attributes to AI-assisted case handling”, added Tveritinov Eugene.
Key highlights of the implementation:
- 5-months rollout across sales, service & AIDelivered within an ambitious timeframe, the implementation redefined internal processes from the ground up, streamlining lead routing, post NTA handling & case management using advanced logic & automation.
- All operational systems – one unified platform By unifying its sales & service processes on Salesforce, Equiti brings all core operations onto a single platform where every team works from the same real‑time customer & trading data.
- Deep system integration:We enabled real-time integration with Equiti backend that connects MT4/MT5 trading platforms, payment systems & KYC providers, ensuring critical financial & regulatory data flows seamlessly between systems on event based architecture.
“This was not a lift-and-shift CRM deployment. We ensured that every part of the architecture could scale globally & securely, while handling a big volume of customer-centric data running with intricate integrations”, – said Alex Evreev, Director CRM, T1A.
