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Digital transformation for an integrated customer experience

Digital transformation for an integrated customer experience

by Logic20/20 Consulting | Sep 9, 2020 | Insight

How a financial institution preserved their reputation for outstanding service through a mindful digital strategy   At a glance A large financial institution, known for great customer service, was having difficulty integrating online services to maintain their...
Improving sales operations via Salesforce migration

Improving sales operations via Salesforce migration

by Logic20/20 Consulting | Sep 9, 2020 | Insight

At a glance We updated and migrated an entire sales CRM platform for a major pharmaceutical client. Our responsibilities included analysis of existing systems and procedures, definition and implementation of corresponding solutions, and creation of a governance model...
Real-time financial reporting for real-time decisions

Real-time financial reporting for real-time decisions

by Logic20/20 Consulting | Sep 9, 2020 | Insight

This financial services organization harnessed the power of their data by implementing a real-time reporting infrastructure.   At a glance When a fast-growing financial services company needed better visibility into their sales results to support geo-targeted,...
Aligning customer data management for Know Your Customer (KYC) compliance

Aligning customer data management for Know Your Customer (KYC) compliance

by Logic20/20 Consulting | Sep 9, 2020 | Insight

Before they could comply with KYC, this regional bank needed an MDM solution that was up to the challenge.   At a glance: When a major regional bank faced potential fines under Know Your Customer (KYC) regulations, they knew an updated master data management...
Process improvement streamlines sales and customer service

Process improvement streamlines sales and customer service

by Logic20/20 Consulting | Sep 9, 2020 | Insight

A financial institution implements process improvement across their lines of business to align sales and customer service.   At a glance: A patchwork of disjointed sales and support processes was hampering this financial institution’s efforts to grow their...
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