How Salesforce Lightning Web Component Provided Analytics Capabilities for Kali

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Kali _1660х1162

Meet the hero Meet the hero

Kali is Israel’s largest independent financial and pension arrangements group. They help people cope with money challenges connected to retirement, savings, investment, and insurance, providing them with consulting and ready-to-go solutions. 

The challenge The challenge

The Kali team aimed to give their clients a clear view of their financial health using data-driven insights. This should empower the clients to make better decisions while enjoying enhanced user experience.

The Kali team recognized the need for these complex figures to be translated into easy-to-understand visual representations. So, the analytics had to be visually presented in a clear and intuitive way, so that anyone could understand it.

About the client
Holon, Israel
Founded in
The beginning of the project
Jan 2023
The end of the project
Feb 2023

Our solution

We built and integrated a Lightning component inside a client’s customer community. The solution supports dynamic tables and dashboards and provides the ability to export data to PDF or Excel doc. So, basically, the Synebo team created an easy-to-use interface where Kali’s customers could get their financial overview in a required format. 

Here are just a few of the amazing things that the Synebo team accomplished while handling every aspect of the project
– Developed and integrted a custom Lightning component
– Ensured the support of dynamic tables and dashboards and the ability of export data
– Designed and devoped an easy-to-use interface for Kali's customers
Technologies used
Asynchronous Apex
Apex Triggers
Provided services
Salesforce Application Development

The results The results

Now, Kali’s customers don’t have to contact support in order to see their financial situation and can review and export analytical data in their preferred view and format on their own. This enhances the user experience of Kali’s customers and saves time for the company freeing labor resources for more essential business processes.

Easy-to-use analytical instrument
Easy-to-use analytical instrument
Efficient integration with the existing infrastructure
Efficient integration with the existing infrastructure
Time-saving feature for employees and customers
Time-saving feature for employees and customers

Project Scope and Team Structure

2 months
Project duration
Project working hours
3 specialists
The team involved: Salesforce Developer, Front-end Developer, Project Manager
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