The Chartered Banker Institute takes on Dataflow Financial system.
The Chartered Banker Institute is a member-led organization, representing qualified bankers and those working towards their professional qualifications. Founded in 1875, their main objective is to encourage the highest standards of professionalism and conduct amongst their members in the public interest.
The Chartered Banker Institute is the only professional banking institute in the UK. CBI is an educational charity, established by Royal Charter and the only body in the world able to confer the status of Chartered Banker to suitably qualified individuals.
With more than 18,000 members and 21,000 individuals holding a professional banking qualification from the institute, CBI has opted for an Enterprise Resource Planning (ERP) system integrating internal and external management of information across the entire organization. This project has been delivered by a partnership between Dataflow and Excitation.
The installed solution provides the institute with a membership management system using Excitation's Dynamics CRM Membership Platform seamlessly integrated to Dataflow Financial System.
Darius Mogtader, Managing Director of Dataflow UK, comments, "Gaining insight from a consolidated view of member interactions, to engaging effectively through personalised and targeted communications designed to offer genuine member value, CRM and Dataflow's real-time management information are the hub of all these crucial activities".