The solution uses Oracle CX (sales/ Oracle Engagement Cloud) Cloud’s agility and advanced features which can make the Business flow user friendly in CRM perspective. By using the solution we have implemented multiple Process Flow based on different Products and Auto Creation of Opportunity on Lead qualification. The solution also includes Integration between CRM and DWH done via OIC. CRM pushes Customer Master Data into the DWH/MDM and MDM will push Customer Master Data into the source systems through ESB.

Some of the features of the solution are:

  • Auto Creation of Opportunity on lead Qualification
    • Integration with other system via ICS
    • Compliance process
    • Outlook & Mobility
    • Manage the Customer relationship of the leading investment bank
    • Customer 360 view
    • Auto & Manual  activity/task creations according to Sales Stages

Table of Contents

Key Challenges:

  • Manual Data Entry
  • Data Management from multiple systems
  • Security issues for Customer and transaction data
  • No real time data sync between MDM and Sales/Engagement Cloud System


  • Solution supports Lead and Opportunity Management with minimal navigation
  • Real time data Sync between MDM and Oracle Engagement Cloud with exception Handling(Achieved with integration using OIC)
  • KYC Compliance Process
  • A unified solution to manage the entire business requirements
  • Cross sell and upsell products to Customers
  • Approval flows on transaction data made easy
  • On boarding of the different types of Customer made quick

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