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Case Study: Metro Bank

Metro Bank

Project Details


Our Client

Metro Bank is a UK Challenger Bank providing retail and commercial banking services in the United Kingdom. Metro Bank first opened its doors in the summer of 2010 and was the first high street bank to open in the UK in over 100 years.

Requirement

  • Provide a Customer Management Solution across the whole bank to enable Metro to manage Client Relationships and Customer driven processes in a timely and efficient manner to support their desire to be 100% Customer satisfaction focussed
  • Pipeline and Client relationship management for all Business Areas to enable Sales and Relationship Managers to manage their Clients more effectively in the Corporate Bank, Private/Wealth Bank and Retail Bank.
  • Client Query Management enabling Client queries to be managed and resolved quickly and efficiently
  • Safety Deposit Box management
  • Setup a centre of Excellence within Metro to enable delivery and support of multiple Dynamics solutions
  • Client on-boarding
  • Regulated complaints management
  • Account opening (in-branch and online)
  • Contact Centre enablement (multi-channel)
  • Service based marketing

Solution

Single Microsoft Dynamics deployment customised and configured to support the individual Business Area needs

Outcomes

Solutions deployed to over 2,000 users across Metro. Benefits including (but not limited to):
  • Process efficiencies to enable rapid growth
  • Improved Client satisfaction
  • Reduction of regulatory risk

Technologies

  • Microsoft Dynamics 365
  • Microsoft Dynamics for Marketing
  • PowerBI
  • Power Apps
  • Azure Service Bus
  • Azure Functions

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