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Legacy modernization from Siebel to Microsoft Dynamics 365 based solution for lead management
Client operates business from 4 major regions and challenge was to be seamless while providing services from different regions. Handling client sensitive data in compliance with native laws was critical. It needed a system that offered complete and accurate view to its Relationship Managers of client activities, holdings and transactions.
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Upgradation and enhancement of legacy applications to Dynamics 365 for the global asset management division
Global system for all Customer Relationship Managers across the Globe to run their day to day operations.
Compliant to laws and regulations of operating countries & country where client belongs to for security and data residency (GDPR - General Data Protection Regulation).
Solution capability to handle client sensitive data which shouldn't go out of geography for certain regions.
Providing complete and accurate 360° view of the customer to Relationship Managers of all their client holdings and transactions.