Implementation of an analytic CRM system for Corporate Clients, Small and Medium Enterprises (SME) and Private Banking business lines:
AAM supported the implementation and the upgrade of an analytic CRM system in a Bank, which is used to support the sales activities of three main business lines – Corporate clients, SME and Private Banking
Main tasks during the project:
- Support project management during the implementation and upgrade of the CRM system
- Review and analyze business needs to define necessary system features and change requests
- Facilitate the communication between the business departments and the IT team
- Support the testing of the system by reviewing test scenarios
- Fine tune translations of new modules of the system
- Support the continuous operation and bug fixing of the system
- Monitor deadlines and create periodical status reports for the management of the bank
- Educate new users