Related skills
crm stakeholder engagement microsoft dynamics 365 uat brd📋 Description
- Experienced CRM Dynamics BA for Dynamics 365 rollout in Private Banking
- Embeds CRM into RM workflows to boost engagement and efficiency
- Drives outcomes like client engagement, wallet share and pipeline visibility
- Supports rollout, adoption and change across global markets
- Collaborates with Tech, Data and AI teams to integrate CRM
🎯 Requirements
- Gather and analyse requirements from Private Banking/Wealth Mgmt stakeholders
- Translate requirements into Dynamics 365 functional designs and user stories
- Design CRM solutions to enhance sales pipeline, client engagement and revenue growth
- Embed CRM into RM workflows (pipeline management, call reports, client interactions)
- Configure Dynamics capabilities (Sales, Marketing Hub, Co-Pilot)
- Define and execute UAT to meet business, regulatory and control requirements
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