Digital Transformation for FinTech

Case Study

Digital Transformation for FinTech

About the Client:

Amfin is a finance technology company established in 2017 providing streamlined asset finance and educational solutions for its mortgage brokers and referrer partner networks. Through a combination of a fast and personalised online application process, friendly and experienced team, Amfin has helped thousands of its clients with asset finance, business finance and automotive such as new vehicles, boats, equipment and machinery for their business and more.


Amfin have engaged with AFDigital to help with their digital transformation by having a single customer view and a scalable automated business process.

What We Did

AFDigital worked with Amfin and helped them achieve their digital transformation success through an end-to-end solution from discovery to implementation. Working closely with Amfin, AFDigital designed a roadmap and prepared Amfin in integrating their existing third party apps and data sources with their CRM. AFDigital optimised Amfin’s CRM data in Sales Cloud and created robust customer journeys in Marketing Cloud for email, advertising and mobile. Through this, Amfin can now serve their customers better through enhanced communication and a more connected experience.

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