Investment Bank
Industry:
- Financial Services - Investment Banking
Endpoints:
- Microsoft Dynamics CRM, Microsoft Dynamics NAV, Custom Enterprise System
Business Problem Solved:
- Customer Master Integration, Ongoing Data Migration
About The Company
This award winning company is a global investment bank specializing in online trading and investment across the international financial markets. It enables private investors and institutional clients to trade FX, CFDs, ETFs, Stocks, Futures, Options and other derivatives via multi-award winning online trading platforms, as well as offering professional portfolio and fund management.
Business Problem
- On-going data migrations and integrations between Dynamics CRM, Dynamics NAV and custom Enterprise System
- Needed to have 2-way synchronization for sales and customer service to access online
- Sales and Marketing team always looking for new ways to automate SalesLogix updates
Scribe Products
- Scribe Insight
- Scribe Adapter for Microsoft Dynamics CRM
- Scribe Adapter for Microsoft Dynamics NAV
Competing Technologies
- Custom Development
- SQL Integration Services
Scribe Partner
Results
- Found to be invaluable tool with minimal implementation time
- Scribe has been simple to use, configure and scale, and customer has been very satisfied
- Sales and customer service have all of the systems integrated with 2-way synchronization
- They are able to provide better customer service and increase sales by having all the information they need, in one location
