Asset Management Group Modernization
axsysTek worked with a New York Global Bank and Financial Services firm to replace legacy Sales, Marketing, and Data systems as part of an enterprise-wide CRM project.
Business Challenge
Strategic analysis of the bank's operating model and supporting IT platforms recommended creation of consistent and optimized sales processes and tech enhancements to improve business processes, technology visibility, increase productivity and provide greater accountability.
Solution
Develop a Salesforce.com enterprise-wide solution for Account and Contact Management, Marketing Automation, Collaboration, Document Management and Tracking, and real-time Reporting. Solution provides improved customer data, KYC process automation and data analytics.
Benefit
Solution provides a modern framework to optimize and automate the bank's sales processes eliminating regional and intra-regional information silos while providing standardization of sales and client relationship management activities and consolidated client/account views.