Revolutionising channel operations to provide a single view of a customer across a bank

BSG played a significant role in enhancing the customer experience and effectiveness of a South African bank’s commercial channels by moving the business to a modern, fit-for-purpose customer and portfolio management solution.

overview of the clients needs
  • Single view of the customer to ensure consistent customer experience and improve churn
  • Compliance enhancements to facilitate a single know-your-client (KYC) touchpoint
  • Reduce manual activities and redundant data capture to meet customer needs quicker and ensure faster turnaround times
  • Speedily deliver value through a new customer and portfolio management platform
  • Create a single platform for managing and updating customer information, strategy, contacts, cases and opportunities
  • Synchronise master data with minimum disruption to current processes and systems landscape
  • Migration of commercial banking customer data from current state applications to target state applications
  • Improve portfolio management and reporting at customer level, suite level and business level
  • Sales process simplified from five to three days
  • Faster access to pricing and billing through customer-centric view
  • Better visibility of the sales pipeline ensuring correct support to convert opportunities
  • Reduced cost of maintenance of compliance status for a customer
  • Improved understanding of total risk to the bank for customer groups and related entities

Providing a unified view of a customer by implementing a customer and portfolio management solution, thereby improving the banking experience for customers through a more streamlined approach to business banking and indirectly playing an active role in the economic development of South Africa.

Find out about our CRM Solution

Customer Relationship Management (CRM) Solution at BSG

We help you unlock insights from your data to give you a single view of customer. CRM solutions cross many business units, products and channels, and a data-led approached is needed to maximise the value of the insights inherent in your data.

Do you need a single-view of your customers?

BSG can help you make the technology decisions required to enable a single-view of your customers with confidence, and we can design the roadmap to implementation success.

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