AlphaBOLD

AlphaBOLD

Make the right Choice

25$-49$
United States
250-999
2017

Top-ranking Microsoft Dynamics partner providing consultation for Dynamics 365, Dynamics CRM, SharePoint, BI, Azure, and other Microsoft Solutions. AlphaBOLD is based in San Diego, USA. We enable clients all over the US to navigate their digital transformation. With collectively three decades of experience managing global enterprises' systems and workings, we expertly steer our clients through their digital journey. We do it by enabling the enterprise to use Dynamics 365 or Oracle NetSuite core, which helps prioritize the execution of change.

Contact Information

United States
AlphaBOLD
Carlsbad, California 92011 United States

REVAMPING CALPRIVATE BANK’S LOAN PROCESS WITH MICROSOFT TECHNOLOGIES Visit Website

Social Finance Banking

Timeline: 15 weeks   Amount: Not Disclosed

Being a top Microsoft Dynamics 365 partner and Dynamics solution consultant, AlphaBOLD worked with the CPB team to overcome these challenges and help them further their goal of providing distinct customer-focused financial solutions. By incorporating various Microsoft technologies, AlphaBOLD helped CPB overcome its internal process inefficiencies and provide exceptional customer service. AlphaBOLD’s team had multiple meetings with the CPB team and gathered a ‘wish list’ to ensure that it offered an optimized solution to cater to their challenges. After the requirements gathering phase, the team started working towards building a solution that aimed to enhance the sales process by providing more visibility and streamlining document flow through automation. It offered advanced security and permissions on data fields.

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