Arqaam Capital is a specialist emerging markets investment bank, bringing regional and international product offerings to the emerging markets. Arqaam Capital combines international best practice with expertise in the markets in which they operate. Their primary role is to provide financial intermediation and create investment opportunities for emerging markets investors looking to invest in their own markets and abroad, as well as international investors seeking opportunities in target emerging markets.

The Project

Arqam needed a bespoke Salesforce CRM solution to meet the complex needs of the investment banking sector. The business was maintaining customer data in multiple Excel spreadsheets, with no single source of truth and no consistent customer relationship management framework.

Arqaam

All departments work in silo resulting in no single view of clients.

Documents stored across multiple locations this has a major impact on visibility across the business.

Manual approvals taking a long time to process causing a massive delay in onboard new clients.

My Role

Adel led business analysis, requirements gathering, and process mapping with cross-functional teams within Arqam translating business requirements into technical specifications and harnessing Salesforce capability to streamline and automate processes and transform the quality of customer insights.

The Challenges

The Solutions

Single Platform

We worked with different departments to build a Salesforce solution that was able to map client journeys under one platform, providing the business with a single source of truth.

Automated Approval

We worked with Arqaam to shorten the approvals cycle enabling them to work more efficiently and ultimately increase the number of clients that could be managed in a defined period.

Central Location of Documents

Arqaam now has the visibility and flexibility they required for storing and accessing documents. Having one central location where all documents are stored, has dramatically reduced the time taken to search for and locate any document.

Paul Graham, Executive Director of Compliance , Arqaam Capital

We have a dedicated resource in Adel Eldebri, who frankly has been fantastic. The product has been built in our image, and Adel has spearheaded this. Adel has been agile, and fully supported the evolution of our use of the tool.