YES Bank - Insights 2 Engage

The Problem: The bank offers a plethora of services to its customers through separate apps, each one requiring a separate login to extract any kind of customer data. As a result, the sales and service staff was not able to determine and exploit cross selling opportunities, or take any other strategic decisions. This led to lots of lost revenue opportunities -something a bank can't afford in today's highly competitive world.

The Solution: The bank developed an inhouse CRM system, Insights 2 Engage. It provides a single interface to view all customer details and relations with the bank like demographics, financial relationships with the bank, channels and service usage for things like ATM, POS, Internet banking, etc. The solution is based on a Logi Info front-end, ASP and PL-SQL scripts, and an Oracle database as the backend data warehouse.

The Result: The solution has been implemented at zero additional cost, as no additional software or hardware has been procured for this. The bank has used existing hardware and internal manpower to develop it. So far, it has been adopted by 3500+ users across 18 business units, who're doing 4100+ searches per day, leading to significant increase in productivity.