Empowering a Leading BFSI Corporation
Customer overview
A prominent Singaporean multinational banking and financial services corporation, with a regional network of more than 300 branches and 1,250 ATMs across 50 cities.
The solution
Built on Microsoft Dynamics CRM 2011, our solution covered Sales, Private Banking and Consumer Banking, with integration into the bank's data warehouse. It was designed to meet all of the bank's customer-facing, front-end requirements.
Solution highlights
Unified customer viewA single view of each customer across every touchpoint, improving the overall experience.
Comprehensive information captureForms that capture complete account, contact and interaction data for a robust customer database.
Data warehouse integrationSeamless integration with the data warehouse for better data access and analytics.
Banking-grade securityA security framework built for banking information, ensuring confidentiality and compliance.
Customer segmentationSegmentation strategies that tailor services to individual needs.
Product recommendation modelA model that suggests the best product for each customer, for personalised banking.
Cross-sell and up-sellSupport for cross-selling and up-selling to maximise revenue opportunities.
Hierarchical staff reportingCustom reports that give management clear oversight across the staff hierarchy.
Streamlined business processesSimplified processes for greater efficiency and agility.
Alerts and approval matrixAlert management and approval matrices that keep workflows responsive.
The outcome
This comprehensive Microsoft Dynamics solution elevated the bank's capabilities, giving it a technologically advanced, strategically aligned approach to customer relationship management in the fast-moving BFSI landscape.
CLIENTLeading Singaporean multinational bankVERTICALBFSI (Banking, Financial Services and Insurance)LOCATIONSingaporeSOLUTIONMicrosoft Dynamics CRM 2011MODULESSales, Private Banking, Consumer Banking, Data Warehouse IntegrationSERVICEApplication Managed Services