Boursorama Banque

Company:

Boursorama Banque, a subsidiary of Société Générale, is a pioneer and leader in online brokerage, online financial information and online banking. Since 2015, Boursorama has tripled its number of customers and now has over 23 million.

Business issue:  How to improve its operational efficiency to offer a personalised experience to its customers?

Solutions deployed: Dynamics 365 Finance & Operations, Power Platform

Pain points

In order to support its growth and increase its operational efficiency, Boursorama Banque is now looking to equip itself with a financial platform to :

  • Manage purchases with configurable workflows and automatically generated NPF;
  • Modernise manual invoicing;
  • Manage fixed assets;
  • Automate the production of management control dashboards.

Solution

  • Implementation of the Dynamics 365 Finance & Operations solution and integration with Office 365.
  • Deployment of Power Apps to streamline existing processes.
  • Implementation of robust and maintainable approval workflows.

Results

  • Reduced operational costs through process automation.
  • Increased productivity and improved employee satisfaction by automating redundant tasks.
  • Reduced risk by automating purchasing.