Financial Group Betters CRM by Integrating Data With Salesforce.com

This global financial services company in the United States is a leading provider in its industry, serving brokers, major banks, hedge funds and financial technology institutions. This company was looking to upgrade its Microsoft SQL Server technology-based CRM tool to the Salesforce.com service. The business also wanted to migrate its customer master data solution to the more efficient CRM system while maintaining 1,000 reports in its database. The company chose IBM WebSphere Cast Iron Cloud integration, which includes preconfigured integration solutions. The result of implementing IBM were achieved fast time to value thanks to the "no coding" approach to application integration. Improved CRM processes and staff productivity and used its experience with WebSphere Cast Iron Cloud integration to perform additional, complex integration projects quickly.