Case Study

Hancock Bank - Began to master COA & GL data & visibility & needed customer master records to track CRM patterns

Hancock Bank - Began to master COA & GL data & visibility & needed customer master records to track CRM patterns

Pages 1 Pages

Connect anything. Master everything. STRATEGIC IMPACT ON REVENUE OPPORTUNITY CROSS DIVISION REVENUE OPPORTUNITIES LINKED UNIQUE CUSTOMER IDENTITY TO FORECASTING FORECAST ACCURACY BUSINESS INFORMED HIGHLY TARGETED LEAD GENERATION CUSTOMER 360 VISIBILITY CRM ALIGNMENT / ANALYTICS PROJECT INTEGRATED MDM INTO OPERATION SYSTEMS AGGREGATED 38 SYSTEMS (MASTER COA/GL/CRM) Levels of Success Strategy Clean, match, master & harmonize data • Master customer records across 38 systems • Fundamental in customer 360 strategy • CRM enabled common pla?orm for lead genera?on • Driving metrics in CRM analy?cs dashboard Challenges Needed Master Data to Op?mize Sales & Profitability • Began to master COA & GL data & visibility • Need customer master records to track CRM pa?erns • Unique customer info nee

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