Clients

Type: Financial Services

Selected Profiles

• Investment banking branches in NY metro area
• Country specific website for customers

Selected Key Points

• Customer Relationship Management: Devised new electronic process for new customer setup.
• Enabled Better Decision Making: Provided reports and information on key business metrics via an Executive Dashboard
• Provided Technology Planning: Created technology plan with costs and benefits
• Improved Customer Experience: Website created to allow customers to view and manage their investments
• Improved Security: Identified areas of weakness in technology infrastructure