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CIBC Redefines Processes and Modernizes Systems, Moving Away from Outdated Excel-Based Methods

A comprehensive solution empowering CIBC to streamline operations and embrace digital transformation in the finance industry.
A comprehensive solution empowering CIBC to streamline operations and embrace digital transformation in the finance industry.





Banking, Finance


Web Application Development, CRM Integration, Data Migration


React.js, Angular 10, Tailwind CSS, HTML5, TypeScript, .NET 6, Salesforce CRM, SQL RDBMS


Agile Scrum Methodology

Our Client

The Canadian Imperial Bank of Commerce (CIBC) is a Canadian multinational banking and financial services corporation headquartered in Toronto, Ontario. As one of Canada’s “Big Five” banks, CIBC is committed to delivering innovative solutions and exceptional service to its customers.

Client’s Challenge

CIBC faced the challenge of analyzing and redefining the workflow involving legacy data across multiple Excel files. Their processes heavily relied on outdated Excel-based methods, leading to inefficiencies and hindering their ability to update data processes and distribute relevant information to vendors effectively. The bank aimed to overhaul these outdated systems and automate processes using a Customer Relationship Management (CRM) system. Additionally, CIBC sought to develop a new system featuring dashboards for trading data oversight, comprehensive reports, user management, email integration across various systems, and a document signing system.

Our Solution

To address CIBC’s challenges, we assembled a team of skilled professionals who dedicated time to understanding and analyzing the existing data, which was subsequently imported into a new database and integrated into a CRM system.

1. Data Migration and CRM Integration:

Our team meticulously migrated legacy data from multiple Excel files into a new database, ensuring data integrity and accuracy. We then integrated the data into Salesforce CRM, enabling CIBC to streamline processes and centralize customer information.

2. Web Application Development:

We developed a comprehensive web application tailored to CIBC’s specific needs, featuring user management capabilities, a dashboard for trading data analysis, and a flexible reporting system. The application was built using modern technologies such as React.js, Angular 10, Tailwind CSS, HTML5, TypeScript, and .NET 6.

3. Email Integration and Document Signing:

To enhance collaboration and productivity, we implemented email integration across various systems, enabling seamless communication and information sharing. Additionally, we integrated a document signing system, streamlining the approval and signing processes.

The Outcome

The implementation of our comprehensive solution significantly optimized CIBC’s operational efficiency and empowered the bank to embrace digital transformation in the finance industry.

1. Streamlined Processes:

The team successfully moved away from reliance on disparate Excel files for data analysis and report generation, streamlining processes and improving operational efficiency.

2. Data-Driven Decision-Making:

The newly developed reports and dashboards provided CIBC with valuable insights into trading data, enabling data-driven decision-making and informed strategic planning.

3. Vendor Integration:

The solution facilitated the seamless integration of new vendors, enhancing collaboration and expanding CIBC’s network of partners and service providers.

4. User Productivity:

The user management features, email integration, and document signing system significantly improved productivity and collaboration among CIBC’s teams, ensuring a seamless workflow.


Through our expertise in data migration, CRM integration, and web application development, we empowered CIBC to redefine its processes and modernize its systems. By leveraging cutting-edge technologies and embracing digital transformation, CIBC has enhanced operational efficiency, data-driven decision-making, and collaboration within the finance industry. The successful collaboration exemplifies our commitment to delivering innovative solutions tailored to the unique needs of our clients in the banking and finance sector.

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