RongViet Securities goes live with new CRM System on Microsoft Dynamics 365 platform

Nguyen Chi Trung, a member of the Board of Directors and head of the CRM Project Steering Committee at RongViet Securities, underscored the system's importance.

“CRM is not just a tool but a critical component in our journey towards delivering superior customer experiences at every touchpoint. This collaboration sets high expectations for RongViet and KPMG in Vietnam to enhance our customer engagement through this advanced system,” he said.

Ross Macallister, managing partner and head of the Consulting department at KPMG in Vietnam and Cambodia, highlighted the project's broader implications. "Our goal goes beyond streamlining procedures and technological upgrades. We are focused on fostering meaningful relationships with RongViet's customers, which is pivotal for their business success," he commented.

CRM system

Nguyen Mien Tuan, chairman of RongViet Securities Corporation, congratulated and highlighted the significance of implementing the CRM system, "The CRM system can be considered a critical platform in RongViet’s digital transformation strategy to enhance customer experience and optimise operations."

The CRM system's integration with Viet Dragon's Data Warehouse and Business Intelligence reporting system is set to revolutionise customer management.

It will enable RongViet to compile, consolidate, and analyse all interactions and transactions with clients, building comprehensive customer profiles. This enhanced understanding is expected to empower RongViet in efficiently managing and maximising the potential of its customer portfolios.

The CRM also provides a robust platform for Viet Dragon to manage internal information, analyse data, and develop strategies in response to market changes, bolstering the company's competitive edge.

A collaboration that stands apart

This collaboration between RongViet, KPMG in Vietnam, and Microsoft Vietnam is not merely about implementing a customer management system. It represents a powerful blend of vision, technological strength, and a commitment to customer satisfaction.

This journey helps RongViet expand its market and strengthen relationships with customers. It is also a significant step in the comprehensive digital transformation strategy of the company.

The RongViet team is demonstrating that customer care is not just a task but a continuous mission, aiming to provide the best results and excellent experiences for each customer.

“By operationalising CRM, we are elevating RongViet's customer experience to new heights and supporting them in becoming a pioneering financial enterprise in digital transformation. This collaboration among RongViet, Microsoft, and KPMG Vietnam, represents a confluence of vision, technological prowess, and dedication to customer satisfaction. It marks a pivotal stride in RongViet’s broader digital transformation efforts and exemplifies our commitment to ongoing customer care and delivering exceptional experiences,” said Do Khac Cuong, director of Customer Relationship Development at Microsoft.

On behalf of RongViet, Tuan extended gratitude to the project team and partners at KPMG in Vietnam.

“The success of this project within the expected timeframe is a testament to our collective hard work and dedication. We anticipate further collaborations with KPMG in Vietnam and Microsoft in future initiatives, aligning with RongViet's mission of ‘Creating a prosperous future’ for our customers and partners,” Tuan said.

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