Australian Banking Association

A Secure CRM Integration for a Connected Banking Network

The Australian Banking Association partnered with Decode Studio to implement a customised CRM system, seamlessly integrated into their Member's Portal to enhance accessibility for bank representatives.

 

The Brief

The ABA required a tailored CRM solution to streamline operations and improve member engagement.

Key objectives included:

  • Assisting in selecting and implementing a CRM system that aligns with ABA's operational needs.
  • Developing custom modules to cater to specific functionalities required by the association.
  • Integrating the CRM with the existing Member's Portal to provide bank representatives with secure and efficient access to pertinent information.
  • Ensuring robust security measures to protect sensitive data and limit exposure to potential threats.

The outcome

The collaboration resulted in a robust CRM system, customised to ABA's requirements and securely integrated into the Member's Portal. This enhancement streamlined workflows, improved member engagement, and upheld the highest standards of data security.

Discovery & Strategy

Decode Studio conducted comprehensive consultations with ABA stakeholders to understand their requirements and challenges. This informed the selection of a CRM platform and the design of custom modules that would best serve the association's needs.

UX/UI Design

The user interface was designed with a focus on simplicity and usability, ensuring that bank representatives could navigate the system intuitively. Attention was given to maintaining a consistent look and feel with the existing Member's Portal.

Development

Custom modules were developed to extend the CRM's capabilities, addressing specific functionalities identified during the discovery phase. The integration with the Member's Portal was executed to allow seamless data flow and user experience.

Systems Integrations

The CRM was integrated with the Member's Portal, enabling bank representatives to access key information securely. Stringent security protocols were implemented to safeguard sensitive data and prevent unauthorised access.

Hosting

Decode provided a secure and high-performance cloud hosting solution with 99.9% uptime, automatic backups, and a scalable architecture to accommodate future growth.

Support & Maintenance

Post-implementation, Decode Studio provided dedicated server hosting, ongoing support, and maintenance services. Regular security assessments and updates were conducted to ensure the system's integrity and performance.

What The Australian Banking Association has to say about decode?

Working with Decode Studio has been an absolute dream. The solutions built as part of the collaborative work he and his team facilitated has meant we arrived at a spot which was originally not thought possible. It was apparent early on that the Decode Studio team are the best in their field and we could not begin to imagine working with anyone else for our complex and sometimes 'outside the box' requests.
Dean Mamo
Head of Member Services | Australian Banking Association