The Client

The client is a leading global financial services firm with assets of $1.1 trillion and operations in more than 50 countries. The client is a leader in investment banking, financial services for consumers and businesses, financial transaction processing, asset and wealth management, and private equity.

The Project

At the client’s Regional Banking Group (RBG), four of the current Siebel applications needed to be consolidated and upgraded in order to enable enhanced CRM capabilities.

The client wanted the consolidated Siebel application to provide a comprehensive view of customer relationships and client data at all touch-points for RBG markets / client constituencies, improve sales effectiveness through integrated cross channels leads management, proactive / reactive selling, and closed-loop campaign analysis and to standardize on an integrated component-based architecture to reduce infrastructure support and ongoing development and maintenance costs.

The client turned to Quintegra based on our expertise in Siebel solutions. Adopting a global delivery model and proprietary Siebel implementation methodology, Quintegra partnered with the client’s business champions to successfully deliver the project. We also provided cross-function services such as change management, risk management and scope management.

Value Created

	Consolidation of four independent Siebel applications (CustOM, Telesales, SBFS Lead-Gen, and WFS) into a single, integrated, Siebel application
	Upgrade from Siebel-99 to an enhanced version of the Siebel software platform
	Improved sales effectiveness through integrated cross RBG’s Branch and Phone channels
	Enabled the client’s customer-management strategy to improve reactive and proactive sales performance
	Standardized the technology support infrastructure and reduced ongoing maintenance and development costs
	Increased sales effectiveness through integrated cross channels
	Increased service-agent productivity and customer retention while decreasing service costs, response times, and request-resolution times
	Enabled the client to get more loyal customers and increased repeat business with lower customer-acquisition costs