Top Int’l Banking Provider Gets Professional Analysis Team
A leading provider of financial services and products.
Recognized for superior Cash Management (not a complete sentence). Following the procurement of a substantial financial\investment firm, our client, sought to create a unified CRM application across its lines of business. Sales associates and product partners across the business were accessing multiple applications for sales, performance and risk needs. These disparate systems resulted in the following challenges:
- Inefficient business processes and information sharing, causing a lack of coordination between client facing sales and risk activities.
- Technology solutions replicated across multiple applications resulted in unnecessary technology costs and complexity.
When two lines of businesses were scheduled to on-board in the same calendar year, our client contacted Signature to help craft a solution to address their imminent resource contention issues, especially within their team of business analysts. The client required a solution to help kick-off the second on-boarding effort and assist with defining the business requirements and functional specifications for six project work streams.