CRM Consolidation for Global Markets

Global Markets teams relied on a fragmented mix of 7 CRM systems, driving high costs, poor user adoption, and regulatory exposure, including an inability to maintain a clear, compliant view of client KYC status across systems.

We aligned Business, Technology, and Operations behind a single vision: consolidating onto one Salesforce platform. Over a phased 2.5-year delivery, we tackled data migration, technical debt, and user resistance to losing bespoke features, releasing new capability every 12 weeks.

Seven systems became one, cutting departmental TCO by 35% annually while daily active usage nearly tripled, from 300 to 950 users. Full auditability of user activity was maintained throughout for regulatory compliance.