One service platform for two growing banking brands

We reshaped Service Cloud so Chetwood could support LiveLend and SmartSave in one Salesforce platform without losing brand-level control.
Client: Chetwood Financial
Industry:
Products required: Service Cloud, Salesforce Knowledge, Live Agent
Results: Excellent Trustpilot rating across both brands

The Before

Chetwood already used Salesforce for LiveLend and needed to bring SmartSave onto the same platform. Teams had to manage each brand separately while leadership still needed a joined-up view of service performance across the business.

The After

We segmented Service Cloud by brand, reworked cases, entitlements and milestones, and added Live Agent, email-to-case, web-to-case, Omni-Channel routing and branded Knowledge content. Ongoing managed support helps the platform evolve with each product.

The Results

Teams can handle both brands in one Salesforce org, with cases routed to the right people and reporting available by brand or across the business. Self-service and faster live chat and email responses helped support an Excellent Trustpilot rating.

Sean Lynskey

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