Data model and ownership
Agreed definitions for accounts, contacts and cases, duplicate rules and a named owner for each record type.
Industry context
CRM solutions in financial services
Hosn Al Tomoh implements CRM for financial services. That means consent-aware journeys, advisor and institutional hierarchies, and integrations that keep client money movements reconciled to the core.
Wealth, commercial, and markets CRM must respect privacy, marketing rules, and record retention without slowing legitimate outreach. We map data classes and residency early, so field users see what they need under supervision and not everything the warehouse stores.
Integrations to cores, portfolio systems, and KYC utilities use documented schemas and retries so opportunity and case records tie to real accounts finance recognises.
Adoption programmes give relationship managers working playbooks and clear territory rules, so pipeline data stays clean through bonus season and audit sampling.
What the work covers
We design, deliver and stay until operation is stable, with evidence your procurement and risk teams can rely on.
Process configuration
Sales, service or case-management flows configured to how your teams actually work, with views for each role.
Integration and consent
Links to ERP, contact channels and marketing tools, with consent and contact preferences recorded once and respected everywhere.
Regulatory landscape
We map delivery evidence to the expectations of the regulator you answer to: the Central Bank of the UAE or, for capital market firms, the Securities and Commodities Authority; in Saudi Arabia, the Saudi Central Bank (SAMA), including its Cyber Security Framework, or the Capital Market Authority.
Migration and de-duplication
Accounts and contacts migrated with match rules, so the new system does not start with duplicates.
Adoption by role
Training, dashboards and usage measures for each team, reviewed with their managers after go-live.
Signs you are ready to start
A CRM programme is ready to start when the teams involved agree what an account is and who owns each record.
- A risk or compliance sponsor has agreed to review the design before build starts.
- The teams that will use the CRM have agreed which system holds the master record for each type of contact.
- Someone has been named to own data quality in the CRM after go-live.
Plan CRM solutions in financial services
Tell us where you are today and which dates matter. We will propose a first phase with scope, owners and an itemised quotation.