The Background

The client is one of the largest banks in the US. The client uses Salesforce for its Wealth Management division. The client decided to migrate to on-premise Microsoft Dynamics from Salesforce.com.

Opportunity/Problem Statement

Migrating from salesforce.com created an opportunity for re-architecting the business processes and technical solution to provide a personalized experience for wealth management clients through different bank channels and provide a holistic view of clients’ profiles and assets across different lines of businesses for better cross-sell and service.

Solution Highlights

Our functional and UX consultants led the business and technical teams through the Discovery and Design phase to define the to-be solution architecture and product backlog. The to-be solution has the customized UI for streamlined user experience, real-time integration with the core banking systems to fetch data in real-time and offline data extracts to data warehousing systems.

The Results:

Initial feedback from wealth advisors is extremely positive on personalization for wealth management clients

Success Stories