Financial services

8,000 users from five instances consolidated into one global CRM


A Dublin-based professional services supplier in the field of financial risk-mitigation products. Its advanced analytics, advice, and solutions are offered to help its clients to make decisions on business and finance on a more solid base.


  • Diverse data models to be consolidated
  • 5 separate source instances of
  • 7 rollouts across 4 regions in 4months
  • Fixed expiration date of the source instances
  • Integration with Oracle Customer Data Management Cloud


  • Clean data consolidated in one global instance
  • Complete migration before Salesforce sources expire
  • Full automation of data loads
  • Reduced the total cost of implementation