CRM strategy & technology& a new direct brand

A market leading financial services company within the NatWest Group wanted to optimise its direct business model and capability.

We audited their customer management systems and marketing strategies.
A business study identified how information and customer equity were dissipated, losing sales opportunities, fragmenting knowledge, reducing creativity and harming customer service.

We helped top management develop an integrated and direct customer solution with a new brand, Lombard Bank.

We specified business requirements for new database marketing/CRM systems and policies for how to share and manage the data and technology.

Stepping Stones CRM services.