Customer
Digital Payment Systems Company
Sector
Financial Services
Project
Digital Wallet and Transaction Management CRM
Service
SuiteCRM-based digital financial transformation and 360-degree customer management solution.
Solution
End-to-end digitalization of financial operations with digital wallet, card tracking, and multi-channel campaign management.
Customer
A Turkey-based company providing digital financial services.
Project
SuiteCRM-based customer relationship management system specifically for digital wallet and payment services.
Scope
15+ custom modules developed. Modules such as digital wallet management, card tracking, transaction records, and customer segmentation were created.
Digital Wallet and Transaction Management
- Real-time synchronization of customer digital wallets (API).
- Card status tracking (active, blocked, expired).
- 360-degree customer view with wallet-customer matching.
Multi-Channel Campaign Management
- Management of SMS, email, and push notification campaigns from a single platform.
- Legal compliance with IYS (Permission Management System) integration.
- Data security with phone number masking system.
Smart Request Management
- Department-based assignment tracking (Finance, Compliance, Agency).
- Automatic customer satisfaction survey upon request closure.
Service Point Management
- Tracking of franchise/dealer locations on a map.
- Monthly transaction volumes and commission tracking.
Result
The company’s digital wallet operations, customer communication, and legal compliance processes were digitalized end-to-end. Data silos were eliminated with real-time API integrations.
