Case Study: Financial Services Company achieves seamless CRM integration and centralized customer data with Scribe Software

Financial Services Company - Customer Case Study

The Financial Services Company, an investment banking and wealth management firm serving private investors, charities, and trustees, needed to migrate contact and financial data from a legacy system and better integrate Microsoft Dynamics CRM with Microsoft Excel and Microsoft Access. Its existing CRM had limited functionality, and customer information was not centralized or well connected to core business systems.

Scribe Software implemented Scribe Insight and the Scribe Adapter for Microsoft Dynamics CRM to enable seamless data migration and ongoing nightly integrations. With Scribe Software, the Financial Services Company gained a complete, historical customer view in one central CRM location, successfully migrated all Excel and Access data, and improved CRM functionality for managing client-facing activity.