Implementation
No generic rollout deck. This is the actual sequence we use — what each stage decides, what it costs you in time, and what you get out of it before you commit to the next one.
What a demo has to prove
Not a generic feature tour — a session built around your own written requirements.
Identity, products, upcoming dates, cases, notes and tasks stay together in one relationship view.
A lead, service case, task or approval keeps its owner, deadline, stage and escalation path.
Role dashboards, drill-down reports and export show what moves, what stalls, and where attention is needed.
A focused demo on realistic local data — followed by an honest gap-and-pilot discussion, not a close attempt.
The sequence
Every step ends with something concrete — a scoped next step, not a vague "let's stay in touch."
A short call to surface one concrete process that's costing your team time today — not a sales pitch, and no commitment either way.
A structured session covering your current CRM/process state, IT landscape (core banking system, API availability, card processing, credit-registry connection), infrastructure and security posture, and feature priorities — rated separately by business and IT, so mismatches surface early instead of six months in.
Customer 360, sales funnel, case management and dashboards, walked through on realistic local data — with a direct answer for what's built today and what's roadmap. We don't fake what isn't built; we name the stage it's scheduled for.
We jointly lock down one client segment, one priority process, a bounded dataset, 1–2 real integrations (or an agreed interim manual exchange), your named power-users, and the success criteria the pilot will be measured against.
A fixed-scope PoC on exactly the process you agreed to — credited toward the full implementation cost if you proceed. Timeline depends on your IT landscape from step 2; we commit to a number after discovery, not before.
Fixed price per your agreed technical specification. Cloud deployments start in weeks; on-premise follows a longer, infrastructure-driven timeline — see the comparison below.
Step 4, in detail
Deliberately narrow — a pilot that tries to cover the whole bank on day one proves nothing.
Step 2, in detail
The same structured questionnaire for every bank — so nothing gets discovered halfway through a rollout.
Segments served, client counts per segment, branch and contact-centre headcount, expected CRM users.
Your core banking system and version, API availability, card processing, credit-registry connection.
Cloud vs. on-premise stance, data-residency rules, AD/LDAP and SSO needs, who signs off on InfoSec.
Rated separately by business and IT — so priority mismatches surface as a signal, not a surprise.
Who decides, who else influences it, tender requirements, budget status, and what's actually driving your timeline.
Step 6, in detail
Single-tenant cloud deployment, with sovereign in-country hosting options where required. Deployment starts in weeks. Priced as an operating expense — a monthly subscription rather than a capital purchase.
Deployed inside your own data centre and contour, including an air-gapped option for maximum-security banks. A longer, infrastructure-driven timeline measured in months, not weeks. Available as a capital purchase (perpetual licence) for CAPEX-budgeted procurement.