- About
- SolutionsMain MenuSolutions
- App Dev & Modernization
Uplift enterprise IT with cloud-native modernization services that transform critical applications and empower peak performance.
- Artificial Intelligence (AI)
Simplify the AI conversation. Build, scale, and optimize the way your business does AI.
- Cloud
Cut through the complexity of cloud technology and unlock its full potential with multi and hybrid cloud solutions and services.
- Collaboration
Unlock collaboration that uplifts your organizations with cloud-based tools from Microsoft and Cisco to bring teams together.
- Compliance
Conquer security compliance complexities with targeted advising and assessment tailored to your company’s unique circumstances.
- Data & Analytics
Consolidate your data management with an actionable plan for your business data.
- DevOps & Automation
Leverage DevOps and cloud-native principles to achieve business goals, enhance software delivery, and future-proof infrastructure.
- Digital Strategy
Tailored solutions in Digital Commerce, Digital Marketing and overall Digital Strategy, unlocking your organization’s true potential.
- Modern Data Center
Empowering better business starts with a better, modern data center.
- Networking
Design a reliable networking solution around the requirements of your organization.
Transition from manual processes to streamlined, automated workflows for managing modern networks
- Security
Implement secure, scalable, and repeatable security measures shaped to serve your specific business needs.
- Telecom & Broadband
Stay ahead of network needs and the competition with tailored optical transport and network infrastructure solutions.
- App Dev & Modernization
- Services
- Success StoriesMain MenuSuccess Stories
- Application Development & ModernizationFEATUREDApplication Development & Modernization
Application Development to Provide 360° View of Customer Data
Read MoreFEATUREDApplication Development & ModernizationApplication Development to Unlock New Financial Markets
Read MoreFEATUREDApplication Development & ModernizationEnhancing Efficiency and Cost-Effectiveness in Web Portal Management
Read More - Automation
- Cloud
- Collaboration
- ComplianceFEATUREDCompliance, Security
Transforming Risk Management and Compliance with OneTrust
Read MoreFEATUREDComplianceEmpowering a Leading Cloud Security Provider with BlueAlly’s Expertise in SOC 2 Compliance
Read MoreFEATUREDCase StudyFrom Audit Failures to PCI Compliance: A Case Study in Network Segmentation
Read More - DevOps
- Digital Commerce
- Data Center
- Security
- Application Development & Modernization
- Insights & ResourcesMain MenuInsights & Resources
- Blog
- NewsroomFEATUREDPress Release
BlueAlly Recognized on the Prestigious 2024 CRN Tech Elite 250 List
Read MoreFEATUREDPress ReleaseBlueAlly Announces Brand Revitalization, Highlighting Recent Strategic Growth and Reaffirming Its Commitment to Clients and Partners
Read MoreFEATUREDPress ReleaseBlueAlly Acquires Corporate Armor, Strengthening Online Presence & Expanding Vendor Alliances
Read More - Markets
- Case StudiesFEATUREDCase Study
Vendor & Infrastructure Diversity Reduces Risk and Improves Security
Read MoreFEATUREDCase StudyDigital Experience (DX) Monitoring – Solving for Intermittent Performance
Read MoreFEATUREDCase StudyPoor Work-From-Home Application Performance Drives Digital Experience (DX) Monitoring
Read More - White Papers & Guides
- Careers
- Home
- Success Stories
- Application Development to Provide 360° View of Customer Data
Application Development to Provide 360° View of Customer Data
BlueAlly was initially hired by a regional bank to build a customized Customer Relationship Management (CRM) platform. However, the bank lacked an application suite to organize and analyze its enterprise customers’ financial data across hundreds of banking products, including loans, letters of credit, and leases. As a result, its sales organization struggled to understand the risk-adjusted profitability of individual customers, impeding their pricing and service offering capabilities.
What started as a short-term project turned into a lifetime engagement. Within six months, BlueAlly delivered an application suite that organized individual customer data to provide a 360° view of each customer’s vast portfolio of complex banking products, helping our client’s sales organization understand the risk-adjusted profitability of individual customer relationships.
Regional Bank
BlueAlly’s client is a regional bank that serves multinational enterprises, small to medium-sized businesses (SMBs), and general consumers.
Regional Bank
BlueAlly’s client is a regional bank that serves multinational enterprises, small to medium-sized businesses (SMBs), and general consumers.
The Problem
Our client’s sales organization struggled to price services accurately because they could not understand their customers’ risk-adjusted profitability. This lack of visibility was partially due to the volume of complex products used by each customer, often totaling in the hundreds. As a financial institution, our client also had strict security and compliance requirements for its application suite, posing additional complexities that could not be solved with internal resources.
The BlueAlly Solution
We delivered this application suite within six months, with each banking product residing in a separate application running on a unique technology platform integrated by BlueAlly. As a result, we had to become subject matter experts in our client’s banking products and their corresponding technology platforms. We leveraged our expertise as a Microsoft Gold Certified partner to complete this project, building the solution on Microsoft technologies.
Our team navigated a maze of federal and internal security requirements, following strict methodologies as we developed software across many test environments leading up to deployment and production. The application suite now provides the bank with full visibility of its customers’ financial data by compiling individual customer data and running it through a profitability engine. These immense data sets are reduced to Key Performance Indicators (KPIs) that are viewable in a business intelligence dashboard, providing a simplified 360° view of individual customer relationships and their risk-adjusted profitability.
The Results
Our solution empowers the regional bank’s sales organization with data-driven decision-making, enabling them to price banking products accurately or offer new products to eligible customers. Our solution also met stringent security and compliance requirements, adhering to the bank’s rigorous technology delivery lifecycle that ensures consistency across thousands of employees and application suites. This 360° visibility solution has such strategic value that our client institutionalized terminology, policies, and best practices across its organization based on risk-adjusted profitability as defined by BlueAlly’s solution.
Data-Driven Decision-Making
Improves the pricing and service offering capabilities of our client’s sales organization.
360° View
Provides a total view of customers’ financial data and calculates risk-adjusted profitability.
Security
Adheres to the financial services industry’s stringent security and compliance requirements.
Simplicity
Simplifies complex financial data through KPIs and other performance metrics.