{"id":7529,"date":"2026-01-23T14:54:41","date_gmt":"2026-01-23T14:54:41","guid":{"rendered":"https:\/\/www.iriz-consulting.com\/?page_id=7529"},"modified":"2026-02-19T15:45:06","modified_gmt":"2026-02-19T15:45:06","slug":"client-references-societe-generale","status":"publish","type":"page","link":"https:\/\/www.iriz-consulting.com\/en\/client-references-societe-generale\/","title":{"rendered":"Soci\u00e9t\u00e9 g\u00e9n\u00e9rale"},"content":{"rendered":"
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Overview and key figures<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Soci\u00e9t\u00e9 G\u00e9n\u00e9rale, founded in 1864, is one of the leading French banks and a major player in the international financial sector. It offers a wide range of banking and financial services to individuals, professionals, businesses, and institutions.<\/p>\n

In France, the implementation of a CRM has enabled the structuring and optimization of the relationship between back offices and Corporate clients, by centralizing communications, improving request tracking, and enhancing operational efficiency.<\/strong><\/p>\n<\/div>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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Global<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Application deployed globally<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t

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Standardization<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Practices for managing customer issues<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t

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Change management<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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User training for onboarding and adoption of the new tool<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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Implementation of a CRM to manage the relationship between back offices and Corporate clients<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Our client since 2021<\/p>\n<\/div>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Project context: <\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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  • L’application CMT ( Case Management Tool) a pour but de <\/span>structurer<\/span><\/b> principalement <\/span>les \u00e9changes via le <\/span><\/b>canal \u00ab\u00a0Mail\u00a0\u00bb<\/span><\/b> afin de r\u00e9pondre efficacement aux demandes des clients \u00ab\u00a0<\/span>Corporate<\/span>\u00a0\u00bb sur diff\u00e9rents produits <\/span>financiers.<\/span><\/li>\n
  • Application deployed <\/span>globally<\/span><\/b>.<\/span><\/li>\n<\/ul>\n

    \u200b<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t

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    Project objectives:<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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    \u2705 Standardize practices<\/b> in terms of target processes for managing customer issues: significant disparities in handling client requests across regions (Asia-Pacific, North America, Europe, etc.).<\/p>\n

    \u2705 Identify automation needs<\/span> (focusing on high-value tasks)<\/span><\/b><\/p>\n

    \u2705 <\/span>Change management <\/span><\/b>:User training for onboarding the new tool.\u201d <\/span><\/p>\n

    \u2705 Performance issue<\/b> in PROD: High data volume (cases\/assignments)<\/p>\n

    \u2705 Offshore context<\/span>: Large team spread across multiple time zones (India \/ Canada \/ Paris)<\/p>\n<\/div>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>","protected":false},"excerpt":{"rendered":"

    Descriptif et chiffres cl\u00e9s Soci\u00e9t\u00e9 G\u00e9n\u00e9rale, fond\u00e9e en 1864, est l\u2019une des principales banques fran\u00e7aises et un acteur majeur du secteur financier \u00e0 l\u2019international. Elle offre une large gamme de services bancaires et financiers aux particuliers, aux professionnels, aux entreprises et aux institutions. En France, la mise en place d\u2019un CRM a permis de structurer […]<\/p>\n","protected":false},"author":7,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"content-type":"","footnotes":""},"class_list":["post-7529","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/www.iriz-consulting.com\/en\/wp-json\/wp\/v2\/pages\/7529","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.iriz-consulting.com\/en\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.iriz-consulting.com\/en\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.iriz-consulting.com\/en\/wp-json\/wp\/v2\/users\/7"}],"replies":[{"embeddable":true,"href":"https:\/\/www.iriz-consulting.com\/en\/wp-json\/wp\/v2\/comments?post=7529"}],"version-history":[{"count":17,"href":"https:\/\/www.iriz-consulting.com\/en\/wp-json\/wp\/v2\/pages\/7529\/revisions"}],"predecessor-version":[{"id":7548,"href":"https:\/\/www.iriz-consulting.com\/en\/wp-json\/wp\/v2\/pages\/7529\/revisions\/7548"}],"wp:attachment":[{"href":"https:\/\/www.iriz-consulting.com\/en\/wp-json\/wp\/v2\/media?parent=7529"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}