Case Study: Largest Financial Services Group achieves a unified Single Customer View and automated global CRM with HCL

HCL Provides A Single View Of The Customer To Effectively Manage Relationships

HCL partnered with one of the largest financial services groups in Asia, a well‑capitalized bank (AA‑/Aa1), to automate Sales, Marketing and Service management for 5,000+ employees and deliver a single customer view. The bank required integration with core banking, business analytics and legacy systems and sought deeper insight into customer performance trends.

HCL implemented an end‑to‑end solution using FinEdge + Microsoft Dynamics CRM 2011 on SQL Server 2008 with web‑service integrations to core banking, analytics and file/middleware systems, delivered via an onsite model and global rollout across six regions with end‑user training. The HCL solution created a unified customer and agent view, standardized and automated sales processes, enhanced RM/BM dashboards and reporting, seamless legacy integration and improved user productivity—benefiting 5,000+ users and enabling consistent, data‑driven customer relationship management.