A large module that enhances the current CRM solution by displaying dynamically, in a sophisticated single page solution, the full data of a client (360 degrees) from all company data sources.
A synchronization server that synchronizes data between the Bank’s branches around the world. The solution is based on a SharePoint portal residing on each of the bank’s units and a synchronization server which connects them securely. The solution enables the users to indicate documents and items as “Global” or “Local”. Global items and documents are synchronized across all branches around the world.