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The Challenge

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.”

All client business across Financial Markets, Cash
Equities and Equity Derivatives was implemented at a fixed cost within 6 months
Sales staff went from silo based irregular fixed reports to having online accurate data at their fingertips"I have experienced many projects in this industry and City Fios were unusual in that they stuck to the promises they made. Now that the system is live we are seeing the results in fast, high quality data."
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