Case Study
Top Two US Bank Enhances Client Prospecting with Daily Updates to CRM Portal
A top U.S. bank partnered with Alacra to enhance client prospecting and risk analysis by integrating daily updates into its CRM portal. Previously, siloed processes with manual data reconciliation hindered efficiency. Alacra automated the system, consolidating 15,000-20,000 entities daily, appending data from multiple databases, and reconciling anomalies. This provided a unified, accurate view of entities across all departments. Key outcomes included improved risk exposure calculations, 90% reduction in editorial staffing, and $1.5M in annual savings. Alacra serves 300,000 users globally, aggregating and delivering premium business content to drive business development and streamline operations.