Unified Work Platform
Built an efficient work platform, centralized customer management center, unified RM (Relationship Manager) portal, integrated marketing management platform, and product display module.
In-Depth Customer Analytics
Established a multidimensional data model for customer insights, enabling targeted marketing and strategic decision-making for business managers.
Omnichannel Marketing Support
Enabled coordinated marketing across systems such as credit, call centers, digital channels, and mobile apps. This avoided redundant outreach and leveraged channel feedback to continuously enrich customer profiles.
Wealth Management Enablement
Developed a wealth management platform focused on mid- to high-end clients. It shifted service delivery from product-centric to portfolio-centric, and from static asset allocation to dynamic account management, enhancing the bank’s competitiveness in the affluent segment.

Post-deployment, the system significantly improved service speed and quality while strengthening client engagement across the full lifecycle. It empowered relationship managers to build lasting relationships with key clients and supported workforce development and operational excellence.