Advisory Services – Success Story

CRM Advisory

A bank seeks to improve customer share of wallet and provide a consistent customer experience across retail, commercial and wealth planning divisions. 

Client Challenge

Multiple legacy CRM systems causing silo’s of customer information and no transferring of sales leads throughout the organization.

  • Significant opportunity loss of share of wallet growth.
  • Poor digital experience resulting from inconsistent capabilities by business unit
  • High back office costs to deal with manual and convoluted processes.
  • High IT support costs to manage CRM across the organization’s technology stack.


  • To select an enterprise technology stack that would enable a complete view of customers across business units.
  • To reduce IT costs by reducing the application landscape and reducing custom development efforts.
  • Maximize customer share of wallet by directing sales leads to other business units on customer interactions.


  • Engagement with leaders and staff across the organization to align vision and desired outcomes.
  • Market scan of all CRM technologies in the financial services space
  • Develop alignment across leadership and teams on prioritized capabilities for implementation.
  • Executive read-out of results, opportunities and key risks.


Delivered a program roadmap that was used by C-suite executives to fund a new enterprise level CRM program.  Key deliverables included:

  • Comprehensive business requirements
  • A future state capability model with current state gaps
  • A recommended solution across all lines of business.
  • A program execution plan including phasing, budget and schedule.
  • A detailed risk review including risk mitigation actions.

Beniva’s Advisory practice provides insight and guidance to leaders who seek to challenge the status quo and pursue value through digital transformation.