Overview

Excelian were engaged by a client (top five global investment bank client) to build a vertical client relationship management (CRM) solution that is tailored to the global investment bank’s strategies and business processes.

Solution

Excelian built a solid foundation with a client-centric database that consolidates and distributes the client information across the bank based on the bank’s client hierarchy, to improve user adoption while unifying the business processes.

Benefit

- Accurate, up-to-date, and comprehensive views of each client relationship
- Improved cross-selling capabilities,
- Improved user experience,
- 9,000 hours of yearly labor savings for call reports logging only
- 30-40% estimated development cost reduction from outsourcing to Luxoft
- Improved functionality, flexibility and performance
- Major cost savings