CRM Implementation for Financial Services Company
- CRM Consulting and SI
- $10,000 to $49,999
- Feb. - Oct. 2025
"WE2 delivered strictly according to the agreed timeline."
- Banks
- Mexico
- 201-500 Employees
- Online Review
- Verified
WE2 DIGITAL AGENCY provided CRM consulting for a financial services company. The team implemented the Bloomreach SDK, wrote detailed technical specifications, handled an SMS integration, and set up use cases.
WE2 DIGITAL AGENCY successfully built the technical foundation for real-time personalization and connected communication channels. The team met all milestones on time and was highly flexible in adjusting tasks and responding to changes. Their communication and feedback were excellent.