user
During your time at Aviva Investors as a Client Relationship Manager from March 2014 to March 2015, how did you improve system and operational processes, and what was your role in the Salesforce and Aladdin software project integration?
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Okay, Aviva Investors, March 2014 to March 2015 – that was all about streamlining processes and making things more efficient. As a Client Relationship Manager, I saw firsthand where the pain points were in our systems and operations. I wanted to automate as much processes as possible. In the bank, all of the CRM people were tasked with trying to automate their processes, because there were so many manual checks.One of the key things I did was implement systematic checks of client reports. Before I came along, these reports were being reviewed manually, which was time-consuming and prone to errors. I created a set of automated checks that would identify any inconsistencies or inaccuracies in the reports. This not only reduced the number of errors but also freed up my team to focus on more strategic tasks. I used python programming in the automated checks.I also headed my team’s Salesforce and Aladdin software project integration. This was a major undertaking that involved integrating two complex systems. Salesforce was our CRM system, and Aladdin was our portfolio management system. By integrating these systems, we could get a 360-degree view of our clients, which allowed us to better serve their needs. The integration meant a single source of truth, and less errors and faster response times.The integration was complex and challenging. I had to work closely with the IT team and the business stakeholders to ensure that the integration was successful. We used a phased approach, starting with a pilot project and gradually rolling out the integration to the entire organization.The integration has significant benefits. We were able to improve our client service, reduce errors, and streamline our operations. This made us more efficient and effective as an organization. In addition, the 360-degree view also enabled us to better handle KYC and AML checks, which meant that we were safer and more robust as a company. At Aviva Investors from March 2014 to March 2015, I improved system and operational processes by implementing systematic checks of client reports, reducing errors and freeing up team resources. I headed my team’s Salesforce and Aladdin software project integration, enabling a 360-degree view of clients, streamlined operations, improved client service, and made the company more efficient and effective.