Implementation of a New Internal CRM for the new Bank; Degroof Petercam, marketing integration, deep customer management, data cleaning and migration.
THE NEED
After the fusion of Banque Degroof and Petercam, a fusion of their customer applications was required.
The new bank needed a new common platform to handle its daily B2B and B2C business activities. Initially, there were two applications, each with its own functionalities, depending on the business orientation of the bank. All data and other functionalities therefore needed to be integrated into the new system.
OUR VALUE PROPOSITION
Business & Decision carried out two main projects :
- Development of Dynamics CRM
- CRM Technical lead and architectural proposal
- Provision of CRM Training to internal developers
- Provision of guidelines and training to functional analyst, on providing CRM oriented documents
- Code quality review
- Data cleaning and migration using the Business & Decision data-hub
- Cleaning and standardization of data
- Deduplication of common data and consolidation
