Salesforce Implementation Story – Securities Company

About the project

November 5, 2019

Business Information
  • Scope of work: Y Securities Company
  • Deployment location: Vietnam
  • Number of employees to use: 40 accounts
  • Deployment unit: AHT solution


Established in May 2000 by Bank X, Y Securities Joint Stock Company is one of the first six securities firms in Vietnam. In two consecutive years 2009 and 2010, Securities Y has risen to the leading brokerage market share in both exchanges: Hanoi Stock Exchange (HNX) and Ho Chi Minh City Stock Exchange (HOSE). They are also continuously ranked in the Top 10 market share in both departments.


The branch network and transaction offices of Securities Y have been expanded and operated effectively in many key cities. After doing their research, they found that the most important problem with a securities company is its optimization of customer data. Therefore, 2019 is the year that marks the maturity of the Securities Y system, when they decide to use Salesforce with their system.