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CRM 
 solution

  • #product management
  • #project management

Business Goals

Create a custom built CRM solution that supports a full range of FICC products, telephony integration, management of clients, contacts, communications and campaigns.

Solutions

New CRM web application supports customisable workspaces that contain a wide variety of portlets (clients, contacts, transactions, alerts, activity, market data, pricing, communications). Embedded BI solutions (QlikView) augments client management and analytics.

Value Delivered

New CRM system became a one stop shop for client management and analytics. It dramatically changed the efficiency of sales teams, accuracy and brought data driven decision culture to every desk on the trading floor.

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Created Project management structure unfolded into a contract as well as to project scope.

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