Project Snapshot – Financial Services – Investment Banking

Data Integration Enables Personalized Investment Management Services

Client - Anonymous
Scribe Product – Insight
Connector – Microsoft Access, Microsoft Dynamics CRM, Microsoft Excel

A complete and historical view of their customer data is available to their employees in one central location via CRM.

This company offers financial services for private investors, charities and trustees looking for a high-quality, personalized investment management service designed to meet their individual needs, delivered by qualified, experienced investment professionals. They also offer a range of related wealth management services including tax and trust advice, and financial planning.


  • Tool was required to migrate contact and financial information from a legacy business investment management systems
  • Integration between their Dynamics CRM with both Microsoft Excel and Microsoft Access, with ongoing integration between the systems moving forward
  • Limited functionality in existing CRM system, information not centralized and not integrated with business systems


  • Scribe Insight
  • Scribe Adapter for Microsoft Dynamics CRM


  • Biztalk – More difficult to use than Scribe
  • Data migration tool – Not enough functionality


  • Customer can now execute nightly, one-way integrations of their business contacts and funds information into Dynamics CRM
  • A complete and historical view of their customer data is available to their employees in one central location via CRM
  • Migration of all data from Excel and Access for initial migration was seamless and successful, and now that data is integrated with the back end business
  • More CRM functionality realized with complete access to view and manage client facing activity
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