Wintrust Financial Corporation Case Study

Looking for a way to help its fifteen banking subsidiaries improve their approach to contacting prospects and customers and leverage their entrepreneurial spirit, Wintrust was in pursuit of a flexible and proven customer relationship management (CRM) platform.

Wintrust selected EnAct™, powered by Microsoft Dynamics CRM, tailoring the solution to a variety of different roles within the bank. EnAct consolidates and organizes data from across the organization into a single view, so everyone – from executives to frontline employees – have seamless access to customer information. It also delivers consistent workflows, real-time reporting, performance dashboards and advanced security features.

Increased productivity of bankers, frontline employees and bank management
Resolution of sales conflicts through shared, centralized view of customers and prospects
Improved lead management and distribution
Improved decision making by local bank management and Wintrust leadership
Greater insights into customer behaviors and needs
Improved cross-selling capabilities