Latitude Financial Services (LFS) is a prominent digital installment and lending company, operating in Australia, New Zealand, and Singapore. LFS focuses primarily on providing consumer finance services such as personal loans, credit cards, car loans, and interest-free retail finance.
LFS relied on phone sales and Salesforce CRM for marketing outreach. The financial group wanted to shift to online sales and enhance marketing communications with a platform that seamlessly integrates with their existing CRM. LFS sought to support marketers’ efforts for performance growth, improve email deliverability, and grow marketing efficiency through personalized customer communication.
“The new marketing system that OSF Digital deployed and our ongoing digital transformation have positioned us for growth and innovation across our lending and credit card businesses. Thanks to OSF—our skilled tech partners, we have already experienced a record-high revenue just three months after implementation. We are already looking forward to expansion and new successful milestones together.”
OSF Digital deployed Salesforce Marketing Cloud to Australia and New Zealand, handling data migration. We proved our proficiency in structuring data for effortless usage, empowering LFS marketers to improve email communication, reach, and engagement. By ensuring faster work with technical builds on the platform and adding self-serve capabilities, we supported LFS in achieving their goals.
The Marketing and CRM integration data sync was an essential part of the scope. By enabling Einstein GPT for Marketing, we empowered LFS to identify and analyze customer behavior and create segments for increased marketing campaigns. With data-driven marketing journeys, ongoing support, and marketing training from OSF Digital, LFS is positioned for growth. Our partnership continues, as we expand customer reach and deliver personalized, real-time customer journeys.
OSF Digital leveraged AllAi Productivity, their own AI-enabled productivity platform for Salesforce professionals, for faster code development, testing, and deployment: