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BFSI

BFSI Case Studies
CRM

See how a Saudi Arabian bank modernized customer service with Microsoft Dynamics 365 CRM.

The upgrade automated case management, integrated multi-channel support, and cut response times by 50% – key for financial institutions prioritizing SLA compliance and personalized customer experiences.  

Broking

Direction Software LLP offers comprehensive back and middle office support for financial reconciliation services.

The solution includes order management, risk management, trade reconciliation, and regulatory reporting. Benefits include increased customer satisfaction, streamlined processes, and cost savings.

CRM

Discover the journey of a major international bank that implemented Microsoft CRM Version 3.0 for customer service.

Learn how Direction Software LLP provided ongoing support and upgrades.

CRM & Support

Learn how Barclays India enhanced its customer service with a Microsoft Dynamics CRM solution.

Discover the benefits of a unified customer data repository and streamlined service delivery.

Vendor Billing

Explore the case study of a banking organization that automated its cash pickup and vendor billing processes using a .Net solution.

See how Direction Software LLP improved efficiency and transparency.

Customised Solutions

Explore the real-time communication solution developed for a brokerage house using Web Sockets and SignalR.

Learn how Direction Software LLP enhanced user notifications and auto-login features.

Client Management
Global Dealer Broker Company Web Portal Development Clients Account Setup

Learn about the web portal developed for a global dealer-broker company.

Discover how Direction Software LLP automated client account setup and improved operational efficiency.

NAV

Explore the Microsoft Dynamics NAV solution implemented for a leading holdings firm.

Learn how Direction Software LLP streamlined loan management and improved financial operations.