Project Snapshot – Financial Services – Investment Banking

Greater Access to Information Improves Customer Service and Sales

Client - Anonymous
Scribe Product – Insight
Connector – CES, Microsoft Dynamics CRM, Microsoft Dynamics NAV

Scribe Insight is dependable, provides highly accurate migrations and is simple to manage.

This award winning company is a global investment bank specializing in online trading and investment across the international financial markets. It enables private investors and institutional clients to trade FX, CFDs, ETFs, Stocks, Futures, Options and other derivatives via multi-award winning online trading platforms, as well as offering professional portfolio and fund management.


  • On-going data migrations and integrations between Dynamics CRM, Dynamics NAV and custom Enterprise System
  • Needed to have 2-way synchronization for sales and customer service to access online
  • Sales and Marketing team always looking for new ways to automate SalesLogix updates


  • Scribe Insight
  • Scribe Adapter for Microsoft Dynamics CRM
  • Scribe Adapter for Microsoft Dynamics NAV


  • Custom Development
  • SQL Integration Services


  • Found to be invaluable tool with minimal implementation time
  • Scribe has been simple to use, configure and scale, and the customer has been very satisfied
  • Sales and customer service have all of the systems integrated with 2-way synchronization
  • They are able to provide better customer service and increase sales by having all the information they need, in one location
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