Case Study: BLME improves customer service and document management with Advanced's Microsoft Dynamics CRM and SharePoint solution

Bank of London and the Middle East PlC Expands The Use Of Dynamics CRM

BLME, a large Islamic bank based in London, faced a challenge as it lacked a single system to manage front office customer engagement, correspondence, and documents. To improve customer service and standardize processes, they partnered with vendor Advanced to implement a solution using Microsoft Dynamics CRM and Microsoft SharePoint.

Advanced developed a solution that integrated CRM and SharePoint, creating an intelligent system for managing client information and documents. A key enhancement was an email attachment extraction tool that pushed documents into SharePoint with relevant metadata. This implementation resulted in reduced administrative overhead, an improved customer experience, less duplicated storage, and better visibility of records across departments for BLME.

BLME

Nigel Stevens

Head of Business Solutions