Financial Software Testing Company
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Banking CRM Application Testing Services

Enabling defect free CRM software rollouts

In today's increasingly competitive environment, maximising organic growth through sales momentum has become a priority for Banks and Financial institutions. To build this momentum banks are focusing on Customer relationship management initiatives to improve

  • Customer satisfaction and loyalty
  • Customer insight/ 360º view of customer
  • Speed to market for products and services
  • Increase products-to-customer ratio
  • Improve up sales and cross sales
  • Capitalizing on New market opportunities

Business challenges
To achieve the above objectives, a CRM application implementation has become a necessity for Banks. However, during the implementation stage, they face several challenges including

  • Integration with legacy systems
  • Gathering and analysis of large amounts of customer data
  • Privacy and compliance issues
  • Cost and maintenance of software
  • Huge implicit costs in defective rollouts
  • User training

Testing challenges

  • Understanding heterogeneous business processes across organizations
  • Aligning Testing with the business process
  • Strategizing Testing to cover the links between all the entities
  • Design of Test artifacts to address rapid changes in functionalities during the course of Testing phase
  • Preparation of Test data and Test bed to resemble the live scenario with high volumes

Products Tested

  • Siebel
  • Unica Mart
  • Microsoft Dynamics CRM
  • ECCM
  • Clarity Q

How we can help

  • Domain focused test methodologies
  • 100% functional coverage of documented functionalities, in testing
  • Flexible scalable operations
  • Parallel engagements
  • Disciplined test management

How you benefit

  • 'First time right' rollout
  • Faster time to market
  • Happy end users
  • Avoiding imputed costs of defect
    • Downtime cost
    • Image, brand value
  • Auditability

Functions Tested
  • Client Contacts
  • Legal Entities
  • Customer Creation
  • Lists - Group of contacts
  • Events
  • Objectives
  • Call Reports
  • Follow Ups
  • Bulletins
  • Customer Service Desk
  • User Profiles
  • Campaign management
  • Identifying Opportunities
  • Creation of Campaigns
  • Creation of source codes
  • Customer Selections
  • Data Modeling
  • Customer Modeling and Analytics
  • Debarring accounts from campaigns
  • Retention Eligibility Criteria
  • Pre-approved Loan Flagging
  • Data sets, Data Quality, Model Scores
  • Reports

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