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PRI Global Drives Customer Engagement and Streamlines Operations for Financial Services Client


In the dynamic landscape of the financial services industry, customer engagement and efficient operations are paramount for success. PRI Global, a leading provider of IT solutions, recently partnered with a prominent financial services client to address their challenges and provide a comprehensive solution. By supporting the client’s initiative to establish a single front door for customers, PRI Global revolutionized their access to information and support, resulting in enhanced customer satisfaction and streamlined operations. This case study showcases the situation, problem, and remarkable outcomes achieved through PRI Global’s IT solutions project.

The Situation

Our financial services client, a reputable institution serving a diverse customer base, recognized the need to transform its customer experience by centralizing information and support channels. Prior to engaging PRI Global, customers encountered fragmented touchpoints and struggled to access critical information on the client’s products. This disjointed approach led to customer dissatisfaction, reduced engagement, and increased operational inefficiencies. The client sought a partner who could develop a unified platform to serve as a single front door for customers, offering seamless access to information and support, thereby enhancing customer experience, and optimizing internal processes.

The Problem

The client’s existing infrastructure presented several challenges that hindered customer engagement and impeded operational efficiency. The key problems identified were:

  1. Fragmented Touchpoints: Customers had to navigate through multiple channels, such as different websites, phone lines, and physical branches, to access relevant information and support, resulting in a disjointed experience.
  2. Inconsistent Information: Due to decentralized data sources, customers often received inconsistent information across touchpoints, leading to confusion and frustration.
  3. Time-consuming Support: The absence of a centralized support system resulted in longer resolution times for customer queries and issues, impacting satisfaction levels.
  4. Operational Inefficiencies: Internal teams faced challenges in collaborating and accessing customer data, leading to duplication of efforts, inefficiencies, and increased costs.

The Solution

PRI Global devised a comprehensive IT solutions project to address the client’s challenges and achieve their goals. The key elements of the solution included:

  1. Unified Customer Portal: PRI Global developed a robust customer portal, serving as the single front door for customers. It provided a centralized access point for all the client’s products, services, and support, ensuring a seamless and consistent experience.
  2. Integrated Data Management: By implementing advanced data integration techniques, PRI Global consolidated the client’s disparate data sources into a unified system. This enabled accurate and up-to-date information across all touchpoints, ensuring a consistent customer experience.
  3. Self-Service Knowledge Base: PRI Global created a comprehensive self-service knowledge base within the customer portal. Customers could now find answers to frequently asked questions, troubleshooting guides, and other relevant information, reducing their dependency on support channels.
  4. Intelligent Case Management: PRI Global implemented an intelligent case management system, empowering customer service representatives with a unified view of customer interactions. This streamlined support processes, reduced resolution times, and improved overall customer satisfaction.

Results and Benefits

The outcomes achieved through PRI Global’s IT solutions project were impressive, delivering substantial benefits to the financial services client. The key results include:

  1. Enhanced Customer Experience: The single front door approach provided customers with a seamless and consistent experience, resulting in increased customer satisfaction and loyalty. Customers could now easily access information and support, resulting in reduced effort and improved engagement.
  2. Improved Operational Efficiency: The centralized platform and integrated data management system significantly streamlined internal operations. Teams could collaborate more effectively, reducing duplication of efforts and optimizing resource allocation. This led to increased productivity and cost savings.
  3. Reduced Support Costs: The implementation of the self-service knowledge base reduced the volume of support calls and inquiries. Customers were empowered to find answers independently, reducing the load on customer service representatives and resulting in cost savings for the client
  4. Data-driven Insights: With the unified system, the client gained valuable insights into customer behavior, preferences, and pain points. These data-driven insights enabled the client to make informed business decisions, refine their products and services, and personalize customer interactions.


Through a strategic partnership with PRI Global, the retail client successfully transformed their operations with a comprehensive Peoplesoft implementation. By addressing their challenges in supplier management, procurement processes, and system integration, the client achieved remarkable results. The collaboration resulted in enhanced supplier management, streamlined procurement, real-time inventory visibility, improved traceability and compliance, and substantial cost savings. PRI Global’s expertise and support enabled the client to create a cohesive and efficient retail ecosystem, ensuring long-term success in their industry.

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