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Home / Insights / Case Study / Microsoft Dynamics CRM Services Helps a Middle East based Investment Bank Better Manage Customers and Their Portfolios via Business Process Enhancements, Customizations, and Integrations
The Middle Eastern bank was using an on-premise version of Microsoft Dynamics CRM to manage their growing customer base. Over time, they found the need to enable an array of customizations to support business needs based on their finance domain. They also wanted to enable integration with several third-party trading and wealth management systems to improve operational efficiency as well as the products and services they were offering to their customers.
As Synoptek has been supporting their on-prem Dynamics CRM system for almost 4 years, the bank engaged with us again to carry out customization, portal work, as well as third-party app integrations along with several data import tasks.
Synoptek established a qualified project team to conduct a thorough discovery of the client’s current processes and requirements, carry out a detailed scope validation, and design a detailed project plan for execution.
As a Microsoft Gold Partner, Synoptek delivered a bunch of Microsoft Dynamics CRM enhancements, customizations, customer portal implementation, and multiple third-party integrations as requested by the client team.
Enabled data integration via APIs between online trading platform Mubasher and the Dynamics CRM application including:
Enabled integration of Dynamics CRM with trading platform APX and upgraded the client to the new authentication method of the latest APX API version which enabled them to:
As a growing Investment bank in the Middle East, the enhancements and integrations enabled by Synoptek have paved the way for several benefits. Today, the bank is able to:
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