Our client is one of the largest private banks, which also has a global presence. The bank offered InfiniSoft to create Sales Automation Portal for its client service managers. ​ Sales in banks were only partially automated, and there was an urgent need to develop a customizable interface for interacting with customers. Users were constantly using Excel sheets and PDF reports with a huge amount of data and calculations. Processing and analysis of client data was time-consuming, which led to a delay in decision-making by TOP management representatives, who, as a rule, need an immediate understanding of the current situation and quick access to all bank employees, their customers and reports.