Pekao Financial Service
One of the main transfer agents operating on the Polish investment funds market. Part of an international group UniCredit.
Projekt: Pekao Financial Service
The main objectives of the project
- Implementation of the CRM system to handle customers applications
- Integration with the contact center
- Integration with legacy system
The scale of implementation
- Over 50 users
- Support funds belonging to 3 different investment fund management companies
We have performed implementation and migration of historical data. As a result, we have created the CRM system to handle client’s requests and orders.
- Siebel CRM