Blue5Green is a global leader in Salesforce Implementation, specializing in Corporate Investment Banking. Our AI-powered solutions streamline Origination, Distribution, Portfolio Management, and Risk Analysis, ensuring compliance and efficiency within the Salesforce ecosystem. With expertise spanning Financial Services, Healthcare, and Retail, we deliver advanced solutions in AI, Customer 360, Sales, Service, Marketing, and more.
Founded in 2018, we have a team of 70+ consultants, 100+ certifications, and a 10/10 customer satisfaction rating. As a trusted Salesforce Consulting Partner, we leverage Generative & Predictive AI to optimize workflows and drive business growth, making us the preferred partner for organizations worldwides.
Blue5Green is a global leader in Salesforce Implementation, specializing in Corporate Investment Banking. Our AI-powered solutions streamline Origination, Distribution, Portfolio Management, and Risk Analysis, ensuring compliance and efficiency within the Salesforce ecosystem. With expertise spanning Financial Services, Healthcare, and Retail, we deliver advanced solutions in AI, Customer 360, Sales, Service, Marketing, and more.
Founded in 2018, we have a team of 70+ consultants, 100+ certifications, and a 10/10 customer satisfaction rating. As a trusted Salesforce Consulting Partner, we leverage Generative & Predictive AI to optimize workflows and drive business growth, making us the preferred partner for organizations worldwides.
- Accelerator Features & RoadmapThe CIB Gamma Accelerator revolutionizes banking by integrating AI-driven innovation and compliance. Inspired by Tesla Autopilot, it streamlines processes, enhances compliance, and accelerates implementation with features like Multi-Currency Rollup Support and Unified User Experience.
Customer Relationship Management- •Client Onboarding
- •KYC
- •Contacts Management
- •Meetings & Meeting Notes
- •Feedbacks
Client Relationship Review- •Client hierarchy
- • Current exposure (Summary)
- • Pipeline and its structure
- •Key contacts
Primary Distribution- •Campaigns
- •Selldown
- •Sales Tickets
- •Progress tracking
Committee Workflows- •BizCom and FiCom Committees
- •Credit Committees
- •Decision Workflows
- •Review Opinions
- •Delegation Levels and workflows
Origination- •Personas: FO, Risk, Portfolio and Coverage
- •Deal and Deal Team
- •Define Loan structure - Loans, Assets, Collateral, Guarantee, Guarantors, Schedules - Drawdowns and Prepayments
- •Opinion collections
- •Credit Actions: Amend, Extend and Restructure
- •RWA Calculations & Fee Calculations
Deal Handover and Execution- •Font to Back connectivity
- •Deal contracts/signing
- •Deal Booking
- •Business APIs and 2-way sync
Portfolio Monitoring- •Portfolio Monitoring (Portfolio management, Entity, Sector/Industry, Country Product)
- •Regulatory Review
- •Early Indicators
Analytics and Reporting- •Reports and Dashboards
- •Einstein AI
Deep Industry Expertise & Thought LeadershipWe bring unparalleled industry expertise, with a team of Salesforce experts who understand the nuances of your sector and provide thought leadership that drives innovation and value.
Proven Track RecordOur history of successful Salesforce implementations speaks for itself. We’ve helped numerous organizations transform their operations and achieve measurable results.
Global DeliveryWith a global footprint, we deliver solutions seamlessly across geographies, ensuring consistency, quality, and round-the-clock support for your Salesforce journey.
How Can
We Work Together?
18%
Reduction in churn
45%
Boost in lead-to-close rate
40%
Boost in lead-to-close rate
2.5x
Increase in case deflection via AI
18%
Reduction in churn
45%
Boost in lead-to-close rate
40%
Boost in lead-to-close rate
2.5x
Increase in case deflection via AI
18%
Reduction in churn
18%
Reduction in churn
45%
Boost in lead-to-close rate
40%
Boost in lead-to-close rate
2.5x
Increase in case deflection via AI
18%
Reduction in churn
45%
Boost in lead-to-close rate
40%
Boost in lead-to-close rate
2.5x
Increase in case deflection via AI
18%
Reduction in churn
25%
Reduction in ticket resolution time
35%
Faster claims processing
30%
Faster claims processing
2X
Increase in patient engagement
25%
Reduction in ticket resolution time
35%
Faster claims processing
30%
Faster claims processing
2X
Increase in patient engagement
25%
Reduction in ticket resolution time
25%
Reduction in ticket resolution time
35%
Faster claims processing
30%
Faster claims processing
2X
Increase in patient engagement
25%
Reduction in ticket resolution time
35%
Faster claims processing
30%
Faster claims processing
2X
Increase in patient engagement
25%
Reduction in ticket resolution time
28%
Reduction in underwriting time
30%
Reduction in underwriting cycle time
35%
Improvement in policy issuance time
3X
Increase in cross-sell conversions
28%
Reduction in underwriting time
30%
Reduction in underwriting cycle time
35%
Improvement in policy issuance time
3X
Increase in cross-sell conversions
28%
Reduction in underwriting time
28%
Reduction in underwriting time
30%
Reduction in underwriting cycle time
35%
Improvement in policy issuance time
3X
Increase in cross-sell conversions
28%
Reduction in underwriting time
30%
Reduction in underwriting cycle time
35%
Improvement in policy issuance time
3X
Increase in cross-sell conversions
28%
Reduction in underwriting time
20%
Drop in support call volume
28%
Faster claims intake
25%
Faster claims intaket
2.5X
Boost in self-service usage
20%
Drop in support call volume
28%
Faster claims intake
25%
Faster claims intaket
2.5X
Boost in self-service usage
20%
Drop in support call volume
20%
Drop in support call volume
28%
Faster claims intake
25%
Faster claims intaket
2.5X
Boost in self-service usage
20%
Drop in support call volume
28%
Faster claims intake
25%
Faster claims intaket
2.5X
Boost in self-service usage
20%
Drop in support call volume
2x
Increase in agent productivity
33%
Faster citizen request case closure
30%
Faster case closure
40%
Improvement in compliance tracking
2x
Increase in agent productivity
33%
Faster citizen request case closure
30%
Faster case closure
40%
Improvement in compliance tracking
2x
Increase in agent productivity
2x
Increase in agent productivity
33%
Faster citizen request case closure
30%
Faster case closure
40%
Improvement in compliance tracking
2x
Increase in agent productivity
33%
Faster citizen request case closure
30%
Faster case closure
40%
Improvement in compliance tracking
2x
Increase in agent productivity
35%
Reduction in release rollbacks
50%
Improvement in deployment cycle time
45%
Improvement in deployment time
3x
Higher client satisfaction
35%
Reduction in release rollbacks
50%
Improvement in deployment cycle time
45%
Improvement in deployment time
3x
Higher client satisfaction
35%
Reduction in release rollbacks
35%
Reduction in release rollbacks
50%
Improvement in deployment cycle time
45%
Improvement in deployment time
3x
Higher client satisfaction
35%
Reduction in release rollbacks
50%
Improvement in deployment cycle time
45%
Improvement in deployment time
3x
Higher client satisfaction
35%
Reduction in release rollbacks
15%
Boost in compliance adherence
25%
Increase in client onboarding speed
20%
Increase in client onboarding speed
2x
Growth in self-service logins
15%
Boost in compliance adherence
25%
Increase in client onboarding speed
20%
Increase in client onboarding speed
2x
Growth in self-service logins
15%
Boost in compliance adherence
15%
Boost in compliance adherence
25%
Increase in client onboarding speed
20%
Increase in client onboarding speed
2x
Growth in self-service logins
15%
Boost in compliance adherence
25%
Increase in client onboarding speed
20%
Increase in client onboarding speed
2x
Growth in self-service logins
15%
Boost in compliance adherence
18%
Drop in call center volume
30%
Increase in digital form adoption
28%
Increase in digital form adoption
2.5X
Growth in self-service logins
18%
Drop in call center volume
30%
Increase in digital form adoption
28%
Increase in digital form adoption
2.5X
Growth in self-service logins
18%
Drop in call center volume
18%
Drop in call center volume
30%
Increase in digital form adoption
28%
Increase in digital form adoption
2.5X
Growth in self-service logins
18%
Drop in call center volume
30%
Increase in digital form adoption
28%
Increase in digital form adoption
2.5X
Growth in self-service logins
18%
Drop in call center volume
30%
Uplift in client segmentation efficiency
28%
Improvement in trade exception management
2.5X
Faster dashboard generation
25%
Improvement in exception management
30%
Uplift in client segmentation efficiency
28%
Improvement in trade exception management
2.5X
Faster dashboard generation
25%
Improvement in exception management
30%
Uplift in client segmentation efficiency
30%
Uplift in client segmentation efficiency
28%
Improvement in trade exception management
2.5X
Faster dashboard generation
25%
Improvement in exception management
30%
Uplift in client segmentation efficiency
28%
Improvement in trade exception management
2.5X
Faster dashboard generation
25%
Improvement in exception management
30%
Uplift in client segmentation efficiency
20%
Reduction in referral cycle time
25%
Reduction in referral cycle time
35%
Decrease in appointment no-shows
2X
Enhancement in care coordination efficiency
20%
Reduction in referral cycle time
25%
Reduction in referral cycle time
35%
Decrease in appointment no-shows
2X
Enhancement in care coordination efficiency
20%
Reduction in referral cycle time
20%
Reduction in referral cycle time
25%
Reduction in referral cycle time
35%
Decrease in appointment no-shows
2X
Enhancement in care coordination efficiency
20%
Reduction in referral cycle time
25%
Reduction in referral cycle time
35%
Decrease in appointment no-shows
2X
Enhancement in care coordination efficiency
20%
Reduction in referral cycle time
20%
Improvement in compliance reporting
3X
Faster deal lifecycle management
2.5X
Faster deal management
30%
Uplift in sales cycle efficiency
20%
Improvement in compliance reporting
3X
Faster deal lifecycle management
2.5X
Faster deal management
30%
Uplift in sales cycle efficiency
20%
Improvement in compliance reporting
20%
Improvement in compliance reporting
3X
Faster deal lifecycle management
2.5X
Faster deal management
30%
Uplift in sales cycle efficiency
20%
Improvement in compliance reporting
3X
Faster deal lifecycle management
2.5X
Faster deal management
30%
Uplift in sales cycle efficiency
20%
Improvement in compliance reporting
22%
Faster issue resolution
30%
Increase in guest loyalty program engagement
28%
Increase in loyalty engagement
2X
Improvement in upsell effectiveness
22%
Faster issue resolution
30%
Increase in guest loyalty program engagement
28%
Increase in loyalty engagement
2X
Improvement in upsell effectiveness
22%
Faster issue resolution
22%
Faster issue resolution
30%
Increase in guest loyalty program engagement
28%
Increase in loyalty engagement
2X
Improvement in upsell effectiveness
22%
Faster issue resolution
30%
Increase in guest loyalty program engagement
28%
Increase in loyalty engagement
2X
Improvement in upsell effectiveness
22%
Faster issue resolution
18%
Reduction in churn
45%
Boost in lead-to-close rate
40%
Boost in lead-to-close rate
2.5x
Increase in case deflection via AI
18%
Reduction in churn
45%
Boost in lead-to-close rate
40%
Boost in lead-to-close rate
2.5x
Increase in case deflection via AI
18%
Reduction in churn
18%
Reduction in churn
45%
Boost in lead-to-close rate
40%
Boost in lead-to-close rate
2.5x
Increase in case deflection via AI
18%
Reduction in churn
45%
Boost in lead-to-close rate
40%
Boost in lead-to-close rate
2.5x
Increase in case deflection via AI
18%
Reduction in churn
25%
Reduction in ticket resolution time
35%
Faster claims processing
30%
Faster claims processing
2X
Increase in patient engagement
25%
Reduction in ticket resolution time
35%
Faster claims processing
30%
Faster claims processing
2X
Increase in patient engagement
25%
Reduction in ticket resolution time
25%
Reduction in ticket resolution time
35%
Faster claims processing
30%
Faster claims processing
2X
Increase in patient engagement
25%
Reduction in ticket resolution time
35%
Faster claims processing
30%
Faster claims processing
2X
Increase in patient engagement
25%
Reduction in ticket resolution time
28%
Reduction in underwriting time
30%
Reduction in underwriting cycle time
35%
Improvement in policy issuance time
3X
Increase in cross-sell conversions
28%
Reduction in underwriting time
30%
Reduction in underwriting cycle time
35%
Improvement in policy issuance time
3X
Increase in cross-sell conversions
28%
Reduction in underwriting time
28%
Reduction in underwriting time
30%
Reduction in underwriting cycle time
35%
Improvement in policy issuance time
3X
Increase in cross-sell conversions
28%
Reduction in underwriting time
30%
Reduction in underwriting cycle time
35%
Improvement in policy issuance time
3X
Increase in cross-sell conversions
28%
Reduction in underwriting time
20%
Drop in support call volume
28%
Faster claims intake
25%
Faster claims intaket
2.5X
Boost in self-service usage
20%
Drop in support call volume
28%
Faster claims intake
25%
Faster claims intaket
2.5X
Boost in self-service usage
20%
Drop in support call volume
20%
Drop in support call volume
28%
Faster claims intake
25%
Faster claims intaket
2.5X
Boost in self-service usage
20%
Drop in support call volume
28%
Faster claims intake
25%
Faster claims intaket
2.5X
Boost in self-service usage
20%
Drop in support call volume
2x
Increase in agent productivity
33%
Faster citizen request case closure
30%
Faster case closure
40%
Improvement in compliance tracking
2x
Increase in agent productivity
33%
Faster citizen request case closure
30%
Faster case closure
40%
Improvement in compliance tracking
2x
Increase in agent productivity
2x
Increase in agent productivity
33%
Faster citizen request case closure
30%
Faster case closure
40%
Improvement in compliance tracking
2x
Increase in agent productivity
33%
Faster citizen request case closure
30%
Faster case closure
40%
Improvement in compliance tracking
2x
Increase in agent productivity
35%
Reduction in release rollbacks
50%
Improvement in deployment cycle time
45%
Improvement in deployment time
3x
Higher client satisfaction
35%
Reduction in release rollbacks
50%
Improvement in deployment cycle time
45%
Improvement in deployment time
3x
Higher client satisfaction
35%
Reduction in release rollbacks
35%
Reduction in release rollbacks
50%
Improvement in deployment cycle time
45%
Improvement in deployment time
3x
Higher client satisfaction
35%
Reduction in release rollbacks
50%
Improvement in deployment cycle time
45%
Improvement in deployment time
3x
Higher client satisfaction
35%
Reduction in release rollbacks
15%
Boost in compliance adherence
25%
Increase in client onboarding speed
20%
Increase in client onboarding speed
2x
Growth in self-service logins
15%
Boost in compliance adherence
25%
Increase in client onboarding speed
20%
Increase in client onboarding speed
2x
Growth in self-service logins
15%
Boost in compliance adherence
15%
Boost in compliance adherence
25%
Increase in client onboarding speed
20%
Increase in client onboarding speed
2x
Growth in self-service logins
15%
Boost in compliance adherence
25%
Increase in client onboarding speed
20%
Increase in client onboarding speed
2x
Growth in self-service logins
15%
Boost in compliance adherence
18%
Drop in call center volume
30%
Increase in digital form adoption
28%
Increase in digital form adoption
2.5X
Growth in self-service logins
18%
Drop in call center volume
30%
Increase in digital form adoption
28%
Increase in digital form adoption
2.5X
Growth in self-service logins
18%
Drop in call center volume
18%
Drop in call center volume
30%
Increase in digital form adoption
28%
Increase in digital form adoption
2.5X
Growth in self-service logins
18%
Drop in call center volume
30%
Increase in digital form adoption
28%
Increase in digital form adoption
2.5X
Growth in self-service logins
18%
Drop in call center volume
30%
Uplift in client segmentation efficiency
28%
Improvement in trade exception management
2.5X
Faster dashboard generation
25%
Improvement in exception management
30%
Uplift in client segmentation efficiency
28%
Improvement in trade exception management
2.5X
Faster dashboard generation
25%
Improvement in exception management
30%
Uplift in client segmentation efficiency
30%
Uplift in client segmentation efficiency
28%
Improvement in trade exception management
2.5X
Faster dashboard generation
25%
Improvement in exception management
30%
Uplift in client segmentation efficiency
28%
Improvement in trade exception management
2.5X
Faster dashboard generation
25%
Improvement in exception management
30%
Uplift in client segmentation efficiency
20%
Reduction in referral cycle time
25%
Reduction in referral cycle time
35%
Decrease in appointment no-shows
2X
Enhancement in care coordination efficiency
20%
Reduction in referral cycle time
25%
Reduction in referral cycle time
35%
Decrease in appointment no-shows
2X
Enhancement in care coordination efficiency
20%
Reduction in referral cycle time
20%
Reduction in referral cycle time
25%
Reduction in referral cycle time
35%
Decrease in appointment no-shows
2X
Enhancement in care coordination efficiency
20%
Reduction in referral cycle time
25%
Reduction in referral cycle time
35%
Decrease in appointment no-shows
2X
Enhancement in care coordination efficiency
20%
Reduction in referral cycle time
20%
Improvement in compliance reporting
3X
Faster deal lifecycle management
2.5X
Faster deal management
30%
Uplift in sales cycle efficiency
20%
Improvement in compliance reporting
3X
Faster deal lifecycle management
2.5X
Faster deal management
30%
Uplift in sales cycle efficiency
20%
Improvement in compliance reporting
20%
Improvement in compliance reporting
3X
Faster deal lifecycle management
2.5X
Faster deal management
30%
Uplift in sales cycle efficiency
20%
Improvement in compliance reporting
3X
Faster deal lifecycle management
2.5X
Faster deal management
30%
Uplift in sales cycle efficiency
20%
Improvement in compliance reporting
22%
Faster issue resolution
30%
Increase in guest loyalty program engagement
28%
Increase in loyalty engagement
2X
Improvement in upsell effectiveness
22%
Faster issue resolution
30%
Increase in guest loyalty program engagement
28%
Increase in loyalty engagement
2X
Improvement in upsell effectiveness
22%
Faster issue resolution
22%
Faster issue resolution
30%
Increase in guest loyalty program engagement
28%
Increase in loyalty engagement
2X
Improvement in upsell effectiveness
22%
Faster issue resolution
30%
Increase in guest loyalty program engagement
28%
Increase in loyalty engagement
2X
Improvement in upsell effectiveness
22%
Faster issue resolution
18%
Reduction in churn
45%
Boost in lead-to-close rate
40%
Boost in lead-to-close rate
2.5x
Increase in case deflection via AI
18%
Reduction in churn
45%
Boost in lead-to-close rate
40%
Boost in lead-to-close rate
2.5x
Increase in case deflection via AI
18%
Reduction in churn
18%
Reduction in churn
45%
Boost in lead-to-close rate
40%
Boost in lead-to-close rate
2.5x
Increase in case deflection via AI
18%
Reduction in churn
45%
Boost in lead-to-close rate
40%
Boost in lead-to-close rate
2.5x
Increase in case deflection via AI
18%
Reduction in churn
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