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