Case Study

Global investment bank creates single customer view to optimise sales performance

Global investment bank creates single customer view to optimise sales performance

Global investment bank creates single customer view to optimise sales performance Background This global financial services corporation is currently the world’s largest financial services network and a top 5 foreign exchange (FX) trader. The company has approximately 16,000 offices worldwide in more than 140 countries. It employs approximately 260,000 staff and holds over 200 million customer accounts. Sales personnel had been finding it dif

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