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  4. Investment Banking Company: Salesforce.com Enables Sharing of Client Insights Globally

Investment Banking Company: Salesforce.com Enables Sharing of Client Insights Globally

Case Study:

Investment Banking Company: Salesforce.com SaaS Solution

"The application created worldwide connectivity around local franchises delivering the strategic concept of a single bank without boundaries."

DownloadDownload the 'Investment Banking Company' case study PDF (399 KB) [370 KB]


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Our client required a universal platform in order to provide a cross-region, cross-product view of their commercial client relationships. An independent consultancy had prepared a five-man year effort Business Requirements Specification involving more than 40 key stakeholders across several business units and geographies covering Investment Banking, Financial Institutions, Fixed Income Capital Markets, Transaction Banking and Derivatives.

The solution syndicates and leverages the global client knowledge base by acting as an “integrator”, taking information from existing environments, but does not redesign or replace practices that are currently working satisfactorily. 

The front-end delivery on Salesforce.com enabled bankers to share accurate client insights on a worldwide basis. The application created worldwide connectivity around local franchises delivering the strategic concept of a single bank without boundaries.


DownloadDownload the 'Investment Banking Company' case study PDF (399 KB) [370 KB]

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