CRM Transformation Strategy Project

Bus & Technology Delivery New Associate, Strategy & Consulting

  • Generated a CRM transformation strategy project for an international bank using MS Dynamics 365 and developed a target state report and transformation roadmap, implementing technological capabilities and omnichannel solutions for the client
  • Facilitated and advised on weekly local and international group calls with bank executives to demonstrate the platform’s functionalities and efficiencies, such as campaign and opportunity management, 360° customer view and virtual bank agents