Banking & Financial Services CX & CRM Implementation

We help banks and financial services institutions overcome the pressure of regulatory compliance, modernize legacy systems, streamline processes, and improve customer experiences.

Financial services companies have to deliver the level of service that their consumers demand—and deserve—through regulatory compliance, innovative technologies, and streamlined processes for increased efficiency and security. With our proven track record, PositiveEdge has built specialized solutions for institutions in the banking and financial services sector that allow them to stay ahead of the competition:

  • Implemented a MS Dynamics CRM platform in BNP Paribas for their account management activities by integrating CRM with another third party application, Wealth Spectrum (WS)
  • Provided enhanced CX functions by synchronizing customer data between WS and CRM on a regular basis
  • Enabled customers to access transaction information on their own (self-service) as well as get automated emails using the workflow engine
  • Implemented a robust architecture that encrypted customer details at the database level
  • Implemented an intermediary database during data sync and integration between MS CRM and Wealth Spectrum application
  • Proposed and assisted Geojit BNB Paribas in implementing Microsoft Dynamics CRM CCA 2011 to manage their Sales, Marketing and Customer Service and use its platform capabilities to interface across business silos, increasing productivity and visibility
  • Implemented a Unified Desktop application for traders and customer service agents in the Trading Desk
  • Integrated Microsoft CRM CCA 2011 with Avaya CTI for telephony integration with CRM
  • Implemented claims-based authentication as part of the solution to enable Novell e-Directory users to access Microsoft Dynamics CRM CCA
  • Enabled Traders and Customer Care Agents have more intelligent interactions with customers
  • Provide a unified view of the interfaces of existing applications
  • Implemented Microsoft Dynamics CRM based platform for National Bonds, integrating their in-built core application, Mudaraba and various other in-house and enterprise applications used in the organization, such as, E-Bonds and SMS integration
  • Integrated the details on the customer transaction of bonds tracked in Mudaraba application to MS CRM in near real time
  • Implemented the three core modules of MS CRM - namely Marketing, Sales and Service - with most of its out of box features and the necessary customization
  • Incorporated automated workflows to send email notifications to customers at appropriate times

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