CISI partner with wattle for strategic crm consulting

Wattle is delighted to announce a new partnership with the Chartered Institute for Securities & Investment (CISI), the leading professional membership body dedicated to certifying and supporting individuals in the financial services and investment sector. Wattle has been engaged to deliver a comprehensive CRM consulting programme that will assess CISI’s current systems and develop a strategic roadmap for enhanced customer relationship management capabilities.

As part of this engagement, Wattle will conduct a detailed analysis of CISI’s bespoke CRM platform alongside their existing Microsoft Dynamics 365 implementation. The objective is to identify opportunities for a more integrated and scalable CRM solution, tailored to support CISI’s evolving business needs over the coming years.

Wattle’s experienced consulting team will work closely with CISI stakeholders through workshops, gap analyses, and solution design activities to develop a clear, actionable plan. This plan will include technical assessments and potential enhanced capabilities.

This partnership underscores Wattle’s commitment to delivering expert CRM consultancy and digital transformation services to organisations seeking to optimise their existing technology ecosystems. Wattle looks forward to supporting CISI on their journey towards enhanced operational effectiveness and member engagement through innovative CRM solutions.

Ready to Transform?

Ready to revolutionise your membership organisation’s digital landscape? Contact our team today to discover how Wattle’s Membership Experience Platform, MemEx, can engage your members like never before.