A more modern CRM
BNP Paribas Securities had been using an in-house CRM system for around ten years.
With the emergence of new market developments and new technologies, the time had come to modernize the software. The stakes were high and E-Deal CRM by Efficy on premise was the obvious choice: good functional fit, scalable offer, proximity and flexibility of its teams
Internally, the software was rebranded as Client Vision, sending a very clear message.

Client Vision in a nutshell: peace of mind. We have reached our cruising speed. Efficy has grown a lot over the last few years, it is a genuine partnership.