Eliminating a financial enterprise’s CRM silos
A financial services client aligns CRM systems across multiple lines of business... Read more.
Achieving agility through microservices
Large bank trades monolithic application for an Agile microservices architecture... Read more.
Digital transformation for an integrated customer experience
How a financial institution preserved their reputation for outstanding service through a mindful digital strategy.... Read more.
Improving sales operations via Salesforce migration
We updated and migrated an entire sales CRM platform for a major pharmaceutical client.... Read more.
Real-time financial reporting for real-time decisions
This financial services organization harnessed the power of their data by implementing a real-time reporting infrastructure.... Read more.
Aligning customer data management for Know Your Customer (KYC) compliance
Before they could comply with KYC, this regional bank needed an MDM solution that was up to the challenge.... Read more.
Process improvement streamlines sales and customer service
A financial institution implements process improvement across their lines of business to align sales and customer service.... Read more.
Optimizing the KYC process
This bank's redesigned Know Your Customer (KYC) process earned high marks from the FDIC.... Read more.
Aligning document management across lines of business
We implemented a company-wide DCM solution for this financial services enterprise and created a PMO for ensuring a successful rollout.... Read more.
Aligning a microsite with accessibility guidelines
We helped a design team align a new microsite for their banking industry client with web content accessibility guidelines.... Read more.