01 / Overview
A CRM that pulls scattered customer records into one place, built for a financial services client dealing with fragmented legacy data.
This CRM was custom-built for a financial services client whose customer data was spread across legacy systems and newer web tools. It centralizes that data into one source of truth, with full record history and fast lookups for customer service teams working in real time.
02 / Approach
03 / Challenges
Pulling data out of decades-old banking systems meant building an ingestion process that could clean and normalize messy records without disrupting the systems it was pulling from.
04 / Results
The client now works from a single, centralized customer record instead of piecing information together across systems, which has made cross-selling and customer service noticeably faster.