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Case Study: Major Global Tier 1 Bank

Major Global Tier 1 Bank

Project Details


Our Client

Major global Tier 1 Bank headquartered in London and operates in the UK and Internationally


Requirement

  • Provide pipeline and client relationship management for multiple business areas to enable Sales and Relationship Managers to manage their clients more effectively within the Corporate Bank, Private/Wealth Bank and Investment Bank
  • Provide Client Query Management for the Corporate bank enabling Client queries to be managed and resolved quickly and efficiently
  • Provide Regulatory Management to enable our Client to manage their relationships and communications with the Regulators
  • Setup a Centre of Excellence within the Client to enable delivery and support of multiple Dynamics solutions

Solution

Multiple Microsoft Dynamics deployments customised and configured to support the individual Business Area needs

Outcomes

Solutions deployed to over 20,000 users across the Client. Benefits including (but not limited to):

  • Process efficiencies
  • Improved Client satisfaction
  • Reduction of regulatory risk

Technologies

  • Microsoft Dynamics (on-premise)

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