How a Leading South African Bank Utilizes Microsoft Dynamics CRM for Client Remediation

CRM is a powerful tool enabling organizations to not only know their customers but also improve customer information management and business processes. As a CRM delivery lead I see the benefits that a CRM system enables in organisations and how it permits increased productivity and efficiency. Below is an example of a project implemented by Mint Management Technologies that delivered client remediation (improving the know-your-client and compliance processes) for an organisation in the financial services industry.

Project Scope

Money on a clothes line


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About Rynhardt Grobler

Rynhardt is currently a CRM Client Lead at Mint Management Technologies, a Microsoft gold partner, for major Financial Services clients across Africa and the USA. He comprises more than ten years’ worth of consulting / solution architecture experience with Microsoft dynamics CRM as well as development experience within the SharePoint and MS Dynamics product range. 

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Usage of CRM

Is it possible to elaborate as how the CRM was used for conducting the Compliance functionality. Possibly just a business case would be of help.