Archiwa Banking & Finance

BANKING I CRM SOFTWARE

Multi-divisional CRM Implementation for a Major Financial Company

One of the leading companies in the financial industry required us to create and implement a CRM system in the corporate, retail and call center areas of their organization. The introduction of the CRM system was planned in a period of 18 months, we were asked to manage the entire process.

Approach

To help our client achieve their desired outcome we provided them with expertise and took ownership of the entire process. In the course of our cooperation, we have:

Performed a detailed analysis of requirements – both business and technical.
Created implementation strategy and timelines.
Designed Solution architecture.
Conducted risk mapping and prepared mitigation strategies for identified risks.
Ensured data security and compliance with regulations.
Conducted an agile, iterative development and implemented the solution in a staged manner.
Customized the CRM to cater to the needs of each sector.
Trained end users across different departments for effective CRM utilization.
Provided post deployment support.

Solutions

Sectors

Team ROLES

Software Engineers (Java, Python, MySQL),
Data Analyst (SQL, Python, Tableau, Power BI),
Business Analyst (SQL, Tableau, Adobe XD, MS Dynamics),
System Integrator (MuleSoft, Dell Boomi),
Project Manager.

Outcome

Thanks to close cooperation with the client and adaptability of our team we were able to develop and implement the CRM in desired timeline. Successful implementation resulted in:

- Enhanced data security and compliance with regulatory standards.
- Increased efficiency in handling customer queries and issues.
- Automation of customer related processes leading to cost reduction.
- Enhanced employee productivity and satisfaction due to user-friendly and intuitive interface and streamlined processes.
- Improved customer relationship management across all sectors.

Conclusion

This project not only streamlined the client’s customer relationship processes but also proved our expertise in integrating CRM solutions across multiple business units. The success of this project strengthened our relation with the client and our position as one of their preferred vendors.

Cooperation models

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BANKING I APP

Our IT Specialists Play a Key Role in Developing the Bank's New Mobile App

Mobile applications have become an integral part of the modern banking ecosystem, redefining the way customers interact with their financial institutions. RITS Professional Services' many years of experience in serving the banking sector, the ability to choose from a huge base of off-the-shelf specialists and an efficient recruitment process resulted in the selection of our IT professionals for a project to develop a brand new application by a leading bank in Poland.

Client overview

Our client is a bank that belongs to a multinational group whose companies are also engaged in brokerage, asset management, investment funds, leasing, factoring, bancassurance insurance services and private banking. Our client is a commercial bank that boasts one of the highest asset values of all banks in Poland. It serves both private and corporate clients, tailoring its offerings to their individual expectations and needs.

Services provided

Our partnership began in 2021 and consisted of providing IT specialists on a staff augmentation basis to support the client’s digital development initiatives.

Projects purpose

A team of our IT specialists was directed to a project to develop the bank’s new mobile application for both Android and iOS devices.

Solutions

Sectors

Project Team

Our cooperation included providing versatile IT professionals with various roles in the client’s project and specializing in technologies, including:

Developers (iOS, Android)
Leader of developers (Android)
Manual testers

Recruitment process

The recruitment process to ensure that our IT specialists were properly matched to our client’s specific needs took from 7 days to a maximum of two weeks. During the course of our cooperation to date, we have provided 25 specialists, 14 of whom were simultaneously working on the project at the client at the time of peak demand.