Financial Services CRM

Enterprise Lending CRM

The Challenge

A large retail and commercial bank required a unified CRM strategy for 4,000+ users within enterprise lending. 

Solution Delivered

Acted as Lead Business Analyst, driving BRD sign-off, defining AS-IS / TO-BE models, delivering proofs of concept, requirements, and user journeys.

Impact

Standardised CRM strategy across thousands of users, improving consistency and alignment across enterprise lending operations.

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