The challenge.
Our client’s private banking division only does business with what they deem “major customers.” Thus, there was a need to generate a prospect base of such individuals and business houses. The division also felt a need to manage the relationships between customers and their contacts in a tree format. Other important needs of the customer involved managing marketing events, analyzing customers and providing security to the complete system. We were selected to develop a complete sales and marketing system that could perform these activities regularly.

Our solution.
We developed various modules to serve up the requirements of the sales and marketing departments. The system we developed has a prospect database maintenance module, event management module (to manage meetings between customers and account managers) and information on balance of accounts. Other modules include client history, posting of notes and customer discussions, information on intermediaries and contacts of clients, relationships of customers with other members, maintenance of products and services, 'at risk' analysis and ticklers. The complete system works in a multi-user mode.

We also developed a common security module that is available in all screens (140+). A concept of authorization is provided allowing only authorized users to have access to the system information. MS-Word interface is a deep-seated feature of the application.

In addition, we took care of the ramp-up of technical resources during the application development phase and ramp-down during the support and maintenance phase

The results.
• Improved, focused and organized customer service for the client.
• Seamless automation of sales and marketing workflow.
• Increased visibility into sales-pipeline and MIS reporting.