To integrate disparate sources of client revenue data and display a consistent and accurate revenue picture in their new implementation of a leading CRM tool.

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Having completed a merger of three major Market’s players in three different countries, our client faced a major challenge in providing combined, accurate client revenue data for senior management

“The major achievement for us from FIOS was the opportunity to read reports that appeared to come from the same source but which came from varying systems with heterogeneous data. We now have a fully global information system.”

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Our client used a number of client revenue tracking systems within its product silos, resulting in fragmented information that failed to provide management with the insights necessary to gauge the effectiveness of the organisation’s client facing operations.

“Implementing a leading edge Client Value System for Global Markets was a key component of our sales strategy. City Fios told us how and when they would do it and then came in and did exactly that. That is a rare service and they are to be commended for it.”

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With a large and varied client base across multiple regions, our client needed multiple views to accurately measure profitability and identify the attributes of the income generated. As the trading systems only recorded trades one way, the bank had no way of breaking down the figures to assess the value of individual relationships.

“City Fios has helped us enrich our sales data to a point where we can identify a lot more about client behaviour. We’ve been able to homogenise the way we measure value add across a large geographical area. And, because it’s measured consistently, we can create product rules to give our measurements credibility.”

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Our client was undergoing a significant structural change and City Fios were asked by the CEO to assist the senior management team in a review of their cost base and a change in the client’s corporate culture based on focused, performance related management information.

“City Fios played a key role in implementing significant cost savings and driving an MI based culture shift through the organisation.”

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