HSBC is a major global Tier 1 Bank with offices, branches and subsidiaries in 64 countries. HSBC traces its origins to Hong Kong, is headquartered in London and is the largest Europe-based bank by total assets.
Requirement
Provide pipeline and Client relationship management for multiple Business Areas to enable Sales and Relationship Managers to manage their Clients more effectively in the Corporate Bank and Private/Wealth Bank
Provide Client Query Management for the Corporate bank enabling Client queries to be managed and resolved quickly and efficiently (>8m queries per annum)
Setup a Centre of Excellence within HSBC to enable governance and support of the Microsoft Power Platform
Solution
Multiple Microsoft Dynamics deployments customised and configured to support the individual Business Area needs across 50+ countries globally
Outcomes
Solutions deployed to over 20,000 users across HSBC. Benefits including (but not limited to):
