Case Study: SSI Securities Corporation achieves improved customer experience and sales growth with Microsoft Dynamics 365

Vietnamese financial giant improves user experience with a modern workplace for employees

SSI Securities Corporation, one of Vietnam’s largest brokerage firms, faced the dual challenge of rapidly shifting to remote work during the COVID-19 pandemic and consolidating decades of decentralized client data to boost sales and improve customer experience while protecting sensitive information.

Working with KPMG, SSI implemented Microsoft 365, Azure, Dynamics 365 CRM, Power BI and Microsoft 365 Defender, integrated with its core systems and customer-facing web and mobile trading tools. The modern workplace enabled seamless remote collaboration, real-time client insights and secure access to complex investor profiles, leading to better customer experience, higher satisfaction and loyalty, and measurable sales growth.

SSI Securities Corporation

Steve Yam

Chief Information Officer