Signature Successfully Supports Unified CRM Across LOBs

Signature Successfully Supports Unified CRM Across LOBs


The client was in process of acquiring a large investment bank. The sales associates and product partners across the business were accessing multiple applications for sales, performance, and risk needs. They needed assistance defining business requirements and function specifications for six project work streams. 


Signature completed gap analysis and prepared functional specifications to support CRM software development and implementation. 


Signature streamlined the on-boarding processes, resulting in early delivery of resources and reducing client’s workload. The management of resources was aligned with the project deliverables, resulting in a smooth implementation with minimal impact on the business community. 


Skill Sets 
Business Analysts 

Client Information

One of the leaders in the banking industry specializing in wealth management, corporate and investment banking, and trading. 

Financial Services 


Information Technology 

We believe the future belongs to innovators and problem-solvers. It’s our job to create connections that inspire success. That’s why we’ve spent 20+ years building strong relationships and bringing together top tech talent and forward-thinking companies. Signature Consultants joined forces with DISYS to offer a more diversified portfolio of services. Through our company's IT staffing, consulting, managed solutions and direct placement services, we deploy thousands of consultants each year to support client’s tech needs across the U.S. Signature Consultants is also parent company to Hunter Hollis. Learn more at