From Fragmented Records to Real-Time Insights: Banking CRM with nexaFIN and Power BI
The Client The bank is a leading financial institution in the Middle East. In need of a unified service CRM to improve customer handling across branches, call centers, and digital channels, the legacy systems offered little visibility and standardization. Challenges Faced Ambit’s Solution Ambit deployed nexaFIN Service CRM, integrated with Microsoft Power BI, to centralize…