Experience - Industry - Banking and Financial Services
We are passionate about improving customer management processes and customer experience for each of our clients by applying the best practices, requirements and strategy of their business and our previous experience.
Below is our project experience to date:
Company name: National Development Finance
Project name: SAP Cloud for Customer Implementation
Project dates: feb. 2017 – June 2017
Project Scope:
– Implementation of SAP C4C for the FDN commercial process.
Industry: Financial services
Country: Bogotá, Capital District, Colombia
Web page: https://www.fdn.com.co/
Company name: Bancolombia
Project name: SAP CRM Solution Architect
Project dates: feb. 2010 – Mar. 2012
Project scope:
– Support in review and recommendations to the BBP of the first phase of the CRM project for Bancolombia: Phase Scope; Customer linking and updating process on the SAP CRM platform.
– Functional Leader of the Design Phase for the implementation of the Opening processes of Passive Banking Products (Savings Account, Checking Account and CDTs) for the Bancolombia Miami, Cayman, Panana and Puerto Rico Agencies.
– Functional Leader for the Bancolombia Product Design phase for the implementation of the Openings (Account Origination) and News processes for the products:
– Debit and Credit Cards.
–Trade.
- Passives.
- Briefcase.
- Guarantee.
– The required business processes were supported in the following SAP CRM functionality:
-Master data:
-Organizational structure.
– Commercial Interlocutor.
– Products and Prices.
– Processes included in scope:
– Account Origination. CRm scenario for the Financial industry.
– Service Request.
– Case Management.
- Activities.
- Opportunities.
Industry: Banking
Country: Medellin, Antioquia, Colombia
Web page: https://www.bancolombia.com/
Company name: popular Bank
Project name: SAP CRM and Marketing Proof of Concept
Project dates: nov. 2005 – Mar. 2006
Project scope:
– Understanding of requirements, design and configuration of business scenarios specific to the Banking industry
– Functionality implemented at the demo level was:
- Master data:
– Marketing Campaign Planning.
– Management of marketing campaigns.
– Monitoring of Activities and Sales opportunities.
– Attention to customer complaints and requirements.
Industry: Banking
Country: Puerto Rico
Web page: https://www.popular.com/