Security Bank uses Microsoft Azure to streamline sales operations



Security Bank’s Sales Proposal Builder app is fully integrated with Microsoft Teams

Philippines-based Security Bank Corporation has partnered with Microsoft to develop Sales Proposal Builder (SPB), a new application hosted on Microsoft Azure and designed to streamline sales operations.

The bank identified that it needed to improve the process of preparing, finalizing, and getting approval for sales proposals through automation and data analytics. He integrated SPB into Microsoft Teams to provide a seamless experience for his sales team, as well as a more efficient customer-centric banking experience.

Microsoft’s built-in service logic apps in Azure also allow Security Bank to automate document generation and upload its files to SharePoint.

“A better bank means investing in our customers and what matters to them,” said Eden Nicole de la Peña-Charpentier, transformation team leader at Security Bank. “That’s why we make every effort to understand and adapt to the needs of our customers. This customer orientation is at the heart of who we are.

Security Bank employees have provided positive feedback on the platform, with 95% saying their workload has been more manageable since deploying the solution.

“Industry and society continue to grapple with the realities of the pandemic and digital technology will be key to resilience and transformation no matter what,” said Beth Pangan, Chief Commercial Officer, Microsoft Philippines Enterprise. “Our ambition is to foster fundamental innovation that will create entire ecosystems. This is what our cloud uniquely enables and is intentionally designed to do.

“We are grateful for this opportunity to work alongside Security Bank to not only transform and optimize their operations through technology, but also to accelerate industry transformation in the Philippines.”


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