Mutual bank recognises data significance through continued platform modernisation

August 8, 2023

One of Australia’s largest 100% customer-owned banks has put people before profit for more than 60 years. With humble beginnings, the bank now has more than $7 billion in assets under management and over 260,000 customers.

The DXC Practice for Microsoft helped transform customer experience by developing a modern cloud-based CRM solution tightly integrated with Microsoft 365 and SharePoint to store, retrieve, and co-author customer documents. Employees were provided with instant access to a single, consolidated view of customer history, accounts, correspondence, and portfolio information for more personalised interactions.

Since then, the Dynamics CRM has not stopped evolving - including the recent implementation of Microsoft Power Platform - with ongoing work to ensure the bank leverages improvements via software updates and maintains compliance with constantly changing industry regulations. Ongoing system enhancements allow the bank to continue building and maintaining customer confidence and data security, which is vital for upholding customers’ trust.

“We will continue leaning on DXC to help us stay current and suggest new enhancements. They’ve been instrumental in helping us get to where we’re at today. I can’t speak highly enough of the value the team has brought to our organisation.”

— Application Delivery, Manager, Mutual Bank

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