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72\u002F100",[8],[494],{"id":495,"date":496,"date_gmt":496,"guid":497,"modified":499,"modified_gmt":499,"slug":500,"status":10,"type":501,"link":502,"title":503,"content":505,"excerpt":508,"author":227,"featured_media":510,"comment_status":511,"ping_status":511,"sticky":507,"template":8,"format":512,"meta":513,"categories":514,"tags":516,"cbtw_industries":517,"cbtw_services":519,"class_list":521,"acf":531,"yoast_head":549,"yoast_head_json":550,"lang":650,"translations":651,"cbtw_post_categories":652,"header":654,"layout_builder":683,"featured_image":691,"industries":696,"services":702,"cbtw_post_author":570,"breadcrumb":707,"primary_category_name":373,"post_region":548,"featured_image_url":568,"primary_industry_name":698,"primary_service_name":85,"pll_sync_post":713,"_links":714,"_embedded":761},4400,"2024-09-19T08:16:46",{"rendered":498},"https:\u002F\u002Fcollaborationbetterstheworld.com\u002Finsights\u002Fpreview\u002F4400?p=4400","2025-07-24T07:13:41","innovating-banking-operations-with-a-custom-prm-crm","post","https:\u002F\u002Fcbtw.tech\u002Finsights\u002Finnovating-banking-operations-with-a-custom-prm-crm",{"rendered":504},"Innovating banking operations with a custom PRM & CRM",{"rendered":506,"protected":507},"\n\u003Cp>A prominent Swiss private bank recognized the need to modernize its Partner Relationship Management (PRM) and Customer Relationship Management (CRM) systems. Tasked with replacing an outdated, client-heavy solution, CBTW’s product design team delivered a web-based platform designed to streamline internal operations, improve user experience, and introduce innovative features to enhance daily workflows.\u003C\u002Fp>\n\n\n\u003Ch2 class=\"wp-block-heading\" id=\"h-the-challenge-improving-relationship-management-systems\">The challenge: Improving relationship management systems\u003C\u002Fh2>\n\n\n\u003Cp>The project revolved around several key challenges:\u003C\u002Fp>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>Maintain the rich functionality of the existing solution while improving the user experience.\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>Ensure adoption of the new system by current and future employees.\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>Incorporate innovative features to increase efficiency and productivity.\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\u003Ch2 class=\"wp-block-heading\" id=\"h-our-approach-strategic-development-for-optimal-results\">Our approach: Strategic development for optimal results\u003C\u002Fh2>\n\n\n\u003Cp>We took a collaborative and user-centric approach to ensure that the solution addressed the bank’s operational needs while improving overall efficiency. Through in-depth stakeholder interviews, we gained valuable insight into the specific pain points of each department. A thorough analysis of the existing system highlighted development opportunities and areas for improvement.\u003C\u002Fp>\n\n\n\n\u003Cp>Working closely with the product owner and development teams, we co-created a tailored solution that incorporated a new design system in line with the bank’s visual identity. The proposed web application was brought to life through a clickable prototype that was tested and validated with future users and management to ensure full alignment with the bank’s requirements.\u003C\u002Fp>\n\n\n\u003Ch2 class=\"wp-block-heading\" id=\"h-results-a-future-ready-platform\">Results: A future-ready platform\u003C\u002Fh2>\n\n\n\u003Cp>The newly developed PRM and CRM solution delivered key benefits, including:\u003C\u002Fp>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>Increased user productivity: Simplified user journeys for different teams significantly increased productivity and reduced onboarding time for new employees.\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>Minimized errors: By providing timely, relevant information, the system helps reduce human error and streamline decision-making.\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>Seamless integration: The platform easily integrates with the bank’s existing operations, enabling smooth transitions and broad adoption across departments.\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\u003Ch2 class=\"wp-block-heading\" id=\"h-conclusion-driving-digital-transformation-in-banking\">Conclusion: Driving digital transformation in Banking\u003C\u002Fh2>\n\n\n\u003Cp>This project positioned the Swiss private bank for long-term success by delivering a digital solution that improved day-to-day operations and also laid the foundation for future innovation. At \u003Ca href=\"https:\u002F\u002Fcollaborationbetterstheworld.com\u002F\">CBTW\u003C\u002Fa>, we pride ourselves on understanding our clients’ unique challenges and delivering tailored solutions that optimize both user experience and operational efficiency.\u003C\u002Fp>\n\n\n\n\u003Cp>Looking for a similar solution to improve your business? \u003Ca href=\"https:\u002F\u002Fcollaborationbetterstheworld.com\u002Fcontact\u002F\">Contact us today\u003C\u002Fa> to receive a personalized quote for your project. \u003C\u002Fp>\n",false,{"rendered":509,"protected":507},"\u003Cp>A prominent Swiss private bank recognized the need to modernize its Partner Relationship Management (PRM) and Customer Relationship Management (CRM) systems. Tasked with replacing an outdated, client-heavy solution, CBTW’s product design team delivered a web-based platform designed to streamline internal operations, improve user experience, and introduce innovative features to enhance daily workflows. The challenge: Improving […]\u003C\u002Fp>\n",4432,"open","standard",{"_acf_changed":507,"content-type":8,"inline_featured_image":507,"footnotes":8},[515],46,[],[518],55,[520],459,[522,501,523,524,525,526,527,528,529,530],"post-4400","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-insights","cbtw_industries-banking-finance","cbtw_services-strategy-product-transformation",{"authors":8,"article_authors":532,"direct_external_link":8,"post_region":8,"layout_builder":534},[533],{"author_name":8,"author_url":8},[535],{"acf_fc_layout":536,"title":190,"ui_v2":537,"short_description":538,"cbtw_related_group_filters":539,"items":507,"link":544,"hubspot_form_id":8,"mainPostId":495,"region":548},"block_insights",true,"Access related expert insights",{"cbtw_related_category_filter":540,"cbtw_related_tag_filter":541,"cbtw_related_industry_filter":542,"cbtw_related_service_filter":543},[379,192],[],[],[],{"title":545,"url":546,"target":547},"View all 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