Mobile CRM Application Developed for Oakworth Capital Bank

Birmingham, Ala., November 3, 2014 – 2B Solutions (www.2Bsolutions.com), a Birmingham, Ala.-based technology company specializing in Microsoft Dynamics Customer Relationship Management (CRM) and mobile applications, recently kicked off a project for Birmingham, Ala.-based Oakworth Capital Bank (www.oakworthcapital.com) to enable Oakworth’s client advisors to meet their clients’ needs in any location at any time in addition to the more traditional bank setting.

“At Oakworth, we are constantly looking for ways to “bring the bank” to our clients, said Sam Scalici managing director and head of banking for Oakworth Capital Bank. “The new mobile app is an important component of this objective by equipping us with the solutions we need to service our clients anytime, anywhere.”

Oakworth focuses on three core disciplines: commercial banking, wealth management and, private banking. Our team places intense focus on the client/advisor relationship. Client advisors are frequently out of the office meeting face-to-face with clients in their homes and offices. The new application allows our team to interact with client data on the go.

That’s exactly what 2B Solutions can deliver. Oakworth and 2B Solutions have worked together before when 2B Solutions implemented Dynamics CRM for sales pipeline management for Oakworth. Harnessing the powerful data the client advisors were currently accessing in the office, 2B Solutions is developing a custom-branded, secure mobile application to be utilized on Apple iPads for maximum flexibility. The new mobile application has been developed, tested and Oakworth’s client advisor team has gone through the training.

“The process of managing the client relationship is ever evolving,” said Barkley Busby, co-founder and vice president of 2B Solutions. “2B Solutions is excited to continue our relationship with Oakworth Capital Bank and help them fulfill their mission of taking the convenience of banking to the next level by providing them client relationship management tools they can use wherever banking needs to happen.”

 

About 2B Solutions

2B Solutions is a Birmingham, Ala.-based company, operating out of the University of Alabama Innovation Depot. 2B Solutions, Inc. specializes in Microsoft Dynamics Customer Relationship Management (CRM) and mobile applications to improve the ability of businesses to respond to their customers and critical events from anywhere.  2B Solutions has developed mobile applications for inventory management, mobiles sales, asset tracking and event tracking among others. Dynamics CRM offerings include deployment and customizations for businesses of all sizes in industries of finance, health services, education, retail, distribution, warehousing and government.  2B Solutions was established in 2003, is a Microsoft Partner and Apple certified consultant. For more information visit www.2Bsolutions.com or call 205.408.9991.

 

About Oakworth Capital Bank

Oakworth Capital Bank provides commercial banking, wealth management and private banking services to successful businesses, families and individuals. For more information visit www.oakworthcapital.com or contact Dana Armstrong at 205-263-4703 or dana.armstrong@oakworthcapital.com.

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