Financial Services Industry Experience

Our Experience > Financial Services

The Financial Services industry is broad, and over the last ten years we have seen most large-scale provider of financial services move to embrace Customer Relationship Management, with Siebel CRM often the product of choice. While some areas of the sector enjoy relatively standardised processes, others – such as those in the investment banking arena – can have more unique requirements, depending upon the level of automation required. In all cases, there are integration aspects that must be addressed, and it integrating with home-grown systems that provide for most of those challenges.

The implementations of Siebel CRM our consultants have worked on reflect that. Examples include:

Siebel CRM for Equities Trading
Specific characteristics of such projects included the need to provide for “Chinese walls” within the application, to comply with regulations, as well as integration aspects

Siebel CRM for Fixed Income Trading
A significant challenge of the Fixed Income projects we have seen has been integration requirements, often to multiple home-grown systems based on multiple technologies and messaging systems (EJB, MQSeries, Web Services)

Siebel CRM for Personal Loan Services
Typically based on Siebel CRM Call Center, such implementations have relatively standardised processes, and often have integration to large mainframe-based Customer Information Systems. Challenges here tend to be around the integration aspects, as well as Marketing-type activities.

Our experience in the Financial Services sector has been one where we have seen a level of challenge that would likely cause problems for Siebel practitioners with less skill - especially in the area of integration over multiple technologies - but where our people have excelled. We have helped multiple customers in the Financial Services sector to very successful implementations - contact us today and let's talk about doing the same for you.