Investment Bank
Industry:
- Financial Services - Investment Banking
Endpoints:
- Microsoft Dynamics CRM, Microsoft Excel, Microsoft Access
Business Problem Solved:
- Customer Master Integration, Master Data Management, Ongoing Data Migration, Customer Contact and History Integration
About The Company
This company offers financial services for private investors, charities and trustees looking for a high-quality, personalized investment management service designed to meet their individual needs, delivered by qualified, experienced investment professionals. They also offer a range of related wealth management services including tax and trust advice, and financial planning.
Business Problem
- Tool was required to migrate contact and financial information from a legacy business investment management system
- Integration between their Dynamics CRM with both Microsoft Excel and Microsoft Access, with ongoing integration between the systems moving forward
- Limited functionality in existing CRM system, information not centralized and not integrated with business systems
Scribe Products
- Scribe Insight
- Scribe Adapter for Microsoft Dynamics CRM
Competing Technologies
- Biztalk - More difficult to use than Scribe
- Data migration tool - Not enough functionality
Scribe Partner
Results
- Customer can now execute nightly, one-way integrations of their business contacts and funds information into Dynamics CRM
- A complete and historical view of their customer data is available to their employees in one central location via CRM
- Migration of all data from Excel and Access for initial migration was seamless and successful, and now that data is integrated with the back end business
- More CRM functionality realized with complete access to view and manage client facing activity
