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  • Intelligent sales platform, eFX Sales and trading business of a top tier international bank

Intelligent sales platform, eFX Sales and trading business of a top tier international bank

  • #product management
  • #project management

Business Goals

Create a tool that helps sales teams automatically track onboarding, performance, pricing, attrition and satisfaction of their clients.

Solutions

Existing CRM functionality was expanded to add client management workflows, alerts to predict client behaviour, attrition, cross-sell and identify optimal pricing. Metrics created to track Web / App / Desktop platforms usage to optimise client experience and conversion rate.

Value Delivered

  • Streamlined customer journey.
  • Increased efficiency of sales teams who could focus more on top clients leaving the tail of the customer base in hands of algorithms.
  • Insights about customer behaviour highlighted problem areas.

Related cases

Financial Industry
Value delivered

Trading business started using a new tool and established a new process to monitor, review and attest alerts to meet regulators’ requests and internal compliance requirements.

AI
Financial Industry
Software Development
Value delivered

Financial trading application

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