Financial Services company accelerates CRM migration through automation
Migrating client data from a legacy CRM system to a new system quickly and accurately to ensure compliance and continuity of operations.
Design and deployment of a fully automated process to extract client details, including their personal information and details of their investments, insurance and mortgages, then rekey this information into their new CRM system.
The accurate transfer of thousands of client records including historical information over a weekend.
Accuracy in transactions
Increase in productivity
Complex processes automated
Reduction in hours spent on repetitive tasks per year