Deal Logging and Client Information Tracking System

Deal Logging and Client Information Tracking System

Banking & Finance, Application Software Development


Implemented by the Client, the system reflects the continuing goal of providing the tools users need to do business. Main business challenges are:

  • Client information tracking
  • Deal logging
  • Revenue tracking
  • Conflict Management support
  • Business and Compliance reporting
  • Transaction auditing
  • Data exchange (feeds) established with outside systems
  • Support custom entitlement rules
  • Reduce development and maintenance cost

The Solution:

Starting from 2003, Luxoft development team has been improving the existing system and building up a comprehensive flexible solution to address quickly changing business needs. Luxoft has established proper communication and development processes required for successful execution of the project.
The System serves as the central data repository for GCF’s client and deal information and distributes this data to the following consumers:

  • Global Banking CRM solution    
  • Controllers    
  • Electronic Document Management Systems    
  • Research    
  • Control Room Portal    
  • Business Planning and Development reporting tool    

Luxoft has built highly available and scalable solution that meets ambitious goals set by the bank. The application is currently used in all bank locations across Americas, Europe and Asia. The system is currently being used by over 400 users.


Read more Case Studies
Back