Case Studies >> Sales CRM Consolidation

Client Type

Tier 1 European investment bank.

Challenge

The Client’s Global Markets team relied on a fragmented mix of legacy CRM systems, outdated technology, and multiple vendor platforms, leading to rising costs and expensive changes. With Client data scattered across different systems, it was difficult to get a clear view of a Customer’s legal status required for various global trading KYC related obligations.

Solution

We took full oversight of seven legacy systems and implementing a managed service to reduce costs and enhance stability. Partnering across key business areas we designed a strategic solution while proactively addressing migration and adoption challenges from the outset.

Result

We implemented a unified SAAS based CRM platform with integrated mobile tools, delivering value through an agile, phased approach. By partnering with key vendors, we ensured a smooth migration, seamlessly transitioning development to the client’s team and support to an offshore provider.