Swisschange Financial Services AG encountered substantial inefficiencies in its manual workflows, including lead qualification, form processing, document management, and real estate inspection. These challenges led to increased time consumption, error rates, and limited scalability, hindering operational effectiveness. The growing volume of customer inquiries further strained these systems, highlighting the need for an efficient and scalable solution.

The project automated four processes using the no-code platform Make.com, integrated with Salesforce CRM, Google Sheets, Dropbox, PDF.CO, and OpenAI. All solutions were thoroughly tested in a Salesforce Sandbox environment to ensure functionality and robustness. However, due to unresolved technical issues, the migration to the live Salesforce environment remains incomplete, leaving the benefits unrealized until deployment.

Although the workflows are not yet live, they offer immense potential to enhance operational efficiency, minimize errors, and save time. Automated workflows will empower employees to focus on more valuable activities rather than repetitive tasks, thereby increasing productivity and customer satisfaction. To maximize the value of these automations, the author recommends prioritizing the resolution of technical issues in the live deployment. Implementing these measures will enable Swisschange Financial Services AG to harness the long-term benefits of automation and drive sustainable growth.