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

September 1 2016

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.

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. 

More about Rynhardt Grobler

Comments

tapasd's picture

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.