List of Pivotal SFInX Customers
Warsaw, 01-797,
Poland
Since 2010, our global team of researchers has been studying Pivotal SFInX customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Pivotal SFInX for Sales Automation from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Pivotal SFInX for Sales Automation include: Gospodarczy Bank Spoldzielczy W Barlinku Poland, a Poland based Banking and Financial Services organisation with 225 employees and revenues of $26.0 million, O.K. Bank Poland, a Poland based Banking and Financial Services organisation with 90 employees and revenues of $11.0 million, Bank Spoldzielczy W Szczytnie Poland, a Poland based Banking and Financial Services organisation with 120 employees and revenues of $10.0 million and many others.
Contact us if you need a completed and verified list of companies using Pivotal SFInX, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Pivotal SFInX customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Bank Spoldzielczy W Szczytnie Poland | Banking and Financial Services | 120 | $10M | Poland | Pivotal Poland | Pivotal SFInX | Sales Automation | 2021 | VerdIT |
In 2021, Bank Spółdzielczy w Szczytnie went into production with Pivotal SFInX to support retail product sales and to automate and standardize debt collection processes. Pivotal SFInX is a Sales Automation application deployed to manage retail product sales, including enforcement of limits on current accounts, and to orchestrate windykacja workflows in Poland.
The implementation formed part of the multi‑bank SFInX project delivered with CRUZ and Pivotal Polska and implemented by VerdIT. Configuration work centered on retail sales modules and collections automation, with capabilities for account limit controls, automated reminders, and workflow standardization to manage early stage delinquencies.
Operational coverage focused on the bank's retail sales and collections functions across Poland, with the solution moved into production for day to day customer servicing. Integrations were implemented at the process level to link account servicing, customer communications, and case management in support of automated reminders and workflow driven collection actions consistent with Sales Automation functionality.
Governance and rollout used the multi‑bank project structure to enforce standardized windykacja procedures and sales servicing workflows across participating banks. The production deployment increased speed of customer servicing and improved early stage collection effectiveness through automated reminders and standardized workflows.
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Gospodarczy Bank Spoldzielczy W Barlinku Poland | Banking and Financial Services | 225 | $26M | Poland | Pivotal Poland | Pivotal SFInX | Sales Automation | 2019 | n/a |
In 2019 Gospodarczy Bank Spoldzielczy W Barlinku Poland implemented Pivotal SFInX within its Sales Automation strategy to accelerate retail credit workflows. The deployment targeted consumer credit sales and used the Pivotal SFInX DETAL module to automate customer verification including anti fraud and BIK checks in Poland.
The implementation combined front office retail sales orchestration with back office credit processing, applying Sales Automation capabilities such as application capture, decision orchestration and workflow automation to standardize lead to approval activities. Pivotal SFInX DETAL was configured to invoke external verification platforms for identity and credit bureau checks, and to embed anti fraud screening into the retail lending flow.
Rollout began as an early pilot for the SFInX program, focused on branch and retail lending operations, with changes to sales and credit workflows to reflect automated verification and decision gates. The bank reports faster sales processes and reduced operational risk after integrating SFInX with external verification platforms, outcomes that informed subsequent operational procedures and governance for retail credit processing.
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O.K. Bank Poland | Banking and Financial Services | 90 | $11M | Poland | Pivotal Poland | Pivotal SFInX | Sales Automation | 2023 | VerdIT |
In 2023 O.K. Bank Poland implemented Pivotal SFInX as a Sales Automation solution to automate retail loan sales and end-to-end credit handling. The implementation centered on the SFInX DETAL module, configured to standardize front-line sales workflows and the credit handling process for retail lending across the bank in Poland.
The project moved to production after a three-month analytic and test phase, during which SFInX DETAL was configured for loan origination workflow automation, application tracking, and standardized credit handling procedures. Implementation work included configuration of functional modules aligned to retail sales and credit processing, and testing of end-to-end process orchestration prior to go-live.
The rollout was delivered with CRUZ as implementation partner, VerdIT identified as the SI/VAR, and Pivotal Polska acting as technology provider, reflecting a multi-vendor delivery model. Operational scope focused on retail lending business functions, with governance that emphasized an analytic and test gate before production deployment.
Pivotal SFInX was implemented to improve sales process speed and standardization in Poland, reflecting explicit objectives to accelerate retail loan sales workflows and harmonize credit handling practices.
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