Zymr developed a custom CRM solution that integrated seamlessly with the bank’s core banking system and digital channels. The platform featured secure client data management, automated onboarding workflows, and advisor dashboards with real-time alerts. We also enabled audit logging and reporting to meet regulatory standards.
A regional bank in the U.S. offering retail and SME banking services across 50+ branches. The client relied on outdated CRM tools and manual spreadsheets to manage customer interactions, onboarding, and product upsell tracking.
The lack of a centralized system led to inconsistent client records, delayed onboarding, and poor visibility into customer journeys. Front-office staff spent hours on manual data entry, while fragmented tools hindered advisor efficiency and compliance reporting.
Manual tasks dropped by 60%, and customer onboarding times were reduced by over 40%. The platform improved internal collaboration and provided a 360° customer view.
Zymr developed a custom CRM solution that integrated seamlessly with the bank’s core banking system and digital channels. The platform featured secure client data management, automated onboarding workflows, and advisor dashboards with real-time alerts. We also enabled audit logging and reporting to meet regulatory standards.
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