Banking

Banking

Banks today face growing challenges to profitability from changing market conditions, complex regulatory reforms and increased competition and globalization. Bluewolf understands these challenges, which is why some of the world's largest financial institutions have relied on Bluewolf's on-demand expertise to help them streamline their business processes so they can focus more on profitability.

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Client
Commercial banking division of large multi-billion dollar commercial bank holding company in the U.S.

Challenge
Unite 1300 users including 1100 sales reps from the commercial banking division onto a single CRM platform.
  • Create a single repository to capture, store, track and analyze customer and vendor information
  • Improve visibility, accuracy and communication of data to all teams to reach long-term strategic sales productivity goals
  • Standardize reporting and activity tracking processes for 1100 users across 13 states
Solution
This commercial bank chose Bluewolf because of its extensive experience in customizing and implementing large scale CRM solutions at financial services institutions.
  • Initial launch within 16 weeks to meet aggressive roll-out deadline date
  • Consolidation and migration of 300,000 data records in multiple native formats from different legacy systems
  • 1300 employees trained within 2 weeks
Results
This major commercial bank gained significant time savings and increased its sales and service effectiveness at every stage of the sales cycle, from leads and opportunities management to fulfillment and invoicing.
  • ROI of 177% with a breakeven point of just 4 months after deployment
  • Automation of administration activities saved 1300 users at least an hour each week
  • Automation of sales workflow saved 1100 sales reps at least an hour each week
  • Automation of reporting saved 100 analysts 3 hours per week
  • 95% user adoption rate
Select Bluewolf Banking Clients


           
“Bluewolf worked with us to identify the training gaps of our sales force then tailored the training curriculum to match our needs. It shortened the learning curve and end users were comfortable with their skills and more accepting of the new process. Their partnership and support were critical reasons we were able to enjoy such a rapid implementation of the solution.” -Sally Barto, Corporate Training, Harborstone Credit Union