USE CASE: Finance

Financial Services CRM

Business Challenge

Sales opportunities lost because customer data not immediately available

  • Customer data distributed over multiple data bases


  • Real-time “connection” platform
  • Immediate access to customer data and relationship detail, regardless of location
  • Enabled analytics of relationships within data


  • Improved customer satisfaction
  • In-time recommendations of relevant add-on services
  • Decrease churn and increase revenues

Financial Services CRM