646.833.3430 www.silverlinecrm.com 860 Broadway, Fifth Floor New York, NY 10003 Unable to quickly innovate or launch new solutions in the Financial Services space, this global bank needed a comprehensive digital transformation. They lacked a holistic view of their individual customer journeys, as well as an of-the-moment account of their data. Due to disparate systems, all data funneled from many locations into one core environment, which processed information at the end of each day—ensuring all accessible bank information was, at a minimum, yesterday’s data. Falling behind their peers in digital customer experiences, any successful additions to their product suites were met with adoption and integration issues, often due to custom coding impacting functionality and UX design.

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