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Large Global Commercial Bank
Customer Relationship Management Portal
This client is an established financial institution headquartered in New York City. The firm provides a complete range of banking and other financial services to corporations and individuals worldwide through its basic businesses, including, securities servicing and global payment services, corporate banking, asset management and private client services, retail banking, and global market services.
Client Opportunity
- The firm's goal was to develop a strategic enterprise customer relationship management portal targeting CFOs and treasurers from Fortune 2000 companies and the bank relationship managers that serve them.
- A large-scale design and development project had to successfully address multiple business units and product areas across a post-merger organization, including, commercial banking, investment banking, and capital markets.
- The project also had to incorporate a multitude of firm-wide branding and technology standards.
Niteo's Solution
- Niteo's vision was to create a portal that was both applicable and user-friendly to the intended audiences.
- Niteo developed detailed profiles of CFOs, treasurers and internal bankers to map their behavior and technology profiles to the functionality and design of the application.
- Niteo developed design templates to lower the cost of future design, and was later commissioned to create an enterprise-wise style guide based on the design standards that were developed for the portal.
- The new site integrated relationship management, merger and acquisition information, commercial credit, and research and trading applications from across the firm.
- Niteo also built a director-based demo of a futuristic investment-banking portal to gain CEO-level buy-in for future portal development.
Client Result
- The team built and launched two releases of the site, including a customer rollout plan and a version integrating user feedback.
- The project was delivered on-time and under budget for both releases of the portal.
- The project success has built internal momentum at the bank, securing support to move ahead with a next generation portal.
- The prototype of the next generation release uncovered potential annual cost savings of approximately $10 million in market data contracts, which justified the project budget.
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