Strengthening Compliance and Performance: Digital Transformation for a Global Private Bank
Learn how a major independent financial advisory group modernized its private banking operations with Microsoft Dynamics 365 to automate AML/KYC scoring and eliminate technical debt.
Digital Transformation in Wealth Management: Unifying the Family Office Journey
Discover how a premier wealth management firm leveraged Microsoft Dynamics 365 to automate complex investment reporting and unify multi-stakeholder collaboration.
Future-Proofing Financial Brokerage: Eliminating Technical Debt in MS Dynamics 365
Learn how a top mortgage brokerage firm optimized its operations by resolving technical debt and standardizing its MS Dynamics 365 platform for 5,000+ users.
Digitalizing Compassion: A Unified CRM for Funeral Insurance Services
See how a leading European banking group leveraged MS Dynamics 365 to automate funeral insurance workflows and deliver a personalized digital experience for 800,000 clients.
Driving Operational Excellence: A Unified CRM Foundation for Multi-Segment Banking
Learn how a leading commercial bank leveraged Microsoft Dynamics 365 to eliminate technical debt and deliver a personalized B2B and B2C customer experience for over 800,000 clients.
Simplifying International Health Reimbursements via a Custom MuleSoft Integration
Discover how a major French health insurance subsidiary improved international health assistance with a MuleSoft integration. Read how an Ebury payment API enabled multi-currency reimbursements.
Optimizing International Health Assistance with a Salesforce Service Cloud Integration
Discover how a major French health insurance subsidiary improved its 24/7 international assistance using a Salesforce Service Cloud integration. Read about optimized medical tracking, fast reimbursements, and enhanced customer satisfaction.
Driving B2B Lead Generation with Pardot Marketing Automation for a Top SME Financing Provider
Discover how a leading European SME financing provider boosted its B2B lead generation using Pardot marketing automation and Sales Cloud integration to launch a new investment fund.
Salesforce Experience Cloud Portal for a Mutual Insurance Group
A mutual insurance group accelerated online subscriptions and quote generation with a Salesforce Experience Cloud portal. Discover how this digital space empowered prospects, brokers, and corporate members with seamless self-service features.
Salesforce Org Merge and Consolidation for a Global Insurance Leader
A global insurance and asset management leader merged two distinct subsidiaries into a unified CRM. Discover how this Salesforce org merge optimized user profiles, streamlined online signatures with Universign, and harmonized global reporting.