Skip to main content

Case Study: Investec

Investec

Project Details

Our Client

Investec is an Anglo-South African international banking and wealth management group. It provides a range of financial products and services to a client base in Europe, Southern Africa, and Asia-Pacific. Investec is dual-listed on the London Stock Exchange and the Johannesburg Stock Exchange.

Requirement

  • Provide pipeline and Client relationship management for multiple Business Areas to enable Sales and Relationship Managers to manage their Clients more effectively within the Corporate/Investment Bank and Private/Wealth Bank
  • Client Query Management enabling Client queries to be managed and resolved quickly and efficiently
  • Enable and process Client on-boarding
  • Client marketing

Solution

Multiple Microsoft Dynamics deployments customised and configured to support the individual Business Area needs

Outcomes

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

Technologies

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

Contact us to chat through your requirements

Business Hours 9am – 5pm, Monday to Friday

More case studies…

Mann Island Finance

Mann Island Finance

Read more
Mizaic Ltd

Mizaic Ltd

Read more
HSBC

HSBC

Read more
Barclays

Barclays

Read more
Metro Bank

Metro Bank

Read more
Investec

Investec

Read more