KeyBank

Solution Innovator

Re-imagined Sales and Client Engagement Processes through Siebel Modernization

Summary

Transformed their Siebel CRM implementation after upgrade, which offered more benefits than moving to a greenfield CRM solution.

Highlights

KeyBank is an American regional bank headquartered in Cleveland, Ohio, and the 25th largest bank in the United States. They provide investment management, retail and commercial banking, consumer finance and investment banking products to individuals and companies throughout the United States and, for certain businesses, internationally.

The bank had a goal to reimagine and enable a more intelligent, connected sales and client management tool for consumer business. After thorough evaluation of the various CRM platforms from Oracle, Salesforce and Microsoft, KeyBank narrowed in on Oracle’s Siebel CRM solution and decided to continue investing for their modernization project rather than take on a greenfield solution.

Siebel CRM met all their major criteria - technical, business and other key capabilities that was required. Along with a host of benefits of upgrading, they were able to considerably lower TCO and time to market while achieving greater performance. They were able to leverage all the new capabilities on the latest version as well as the much needed CI-CD functionality.

They upgraded their mission-critical Siebel CRM implementation, after a considerably complex upgrade project which included a migration from Windows to Linux, 60+ integrations, 200+ batch jobs and 50+ interfacing systems, 70+ Linux servers. The upgrade to Siebel CRM 20.x was successful and included 50+ interfacing systems for upgrade impact/testing.

This modernization project received positive response from the team and the new platform is now capable for accelerating innovation.



  • KeyBank are a recognised Solution Innovator, not an Oracle Customer Reference.