CAPCO POLAND
Capco Poland is a global technology and management consultancy specializing in driving digital transformation across the financial services industry. We are passionate about helping our clients succeed in an ever-changing industry.
We are also:
- Experts in banking and payments, capital markets and wealth and asset management
- Committed to growing our business and hiring the best talent to help us get there
- Focused on maintaining our nimble, agile and entrepreneurial culture
Role Overview
We are seeking an experienced CRM Dynamics Business Analyst to support the rollout, enhancement, and adoption of Microsoft Dynamics (MSD) within the Private Banking and Wealth Management business.
This role is critical to ensuring CRM is effectively embedded into Relationship Manager (RM) workflows, driving measurable outcomes such as:
- Improved client engagement
- Increased wallet share
- Enhanced sales pipeline visibility
- Improved operational efficiency
Key Responsibilities/Requirements
- Gather and analyse requirements from Private Banking / Wealth Management stakeholders (RMs, advisors, sales teams)
- Apply strong wealth domain knowledge to shape CRM use cases across the client lifecycle (prospecting → advisory → servicing)
- Translate business requirements into MS Dynamics (Dynamics 365) functional designs and user stories
- Design CRM solutions to enhance sales pipeline, client engagement, and revenue growth
- Embed CRM into day-to-day RM workflows (pipeline management, call reports, client interactions)
- Configure and optimise Microsoft Dynamics capabilities (Sales, Marketing Hub, Co-Pilot)
- Leverage MSD best practices to deliver scalable and standardised solutions
- Collaborate with Technology, Data, and AI teams to integrate CRM into the wider platform ecosystem
- Appway (Vendor Product) knowledge, and helping the team to conduct the requirement analysis work
- Facilitate workshops and stakeholder engagement across global Private Banking markets
- Produce clear documentation including BRDs, process flows, and user journeys aligned to wealth processes
- Define and execute UAT, ensuring solutions meet business, regulatory, and control requirements
- Drive global CRM adoption through training, change management, and stakeholder engagement
- Support rollout of advanced capabilities such as AI-driven insights, call report automation, and smart opportunity management
- Monitor CRM usage, pipeline quality, and RM productivity metrics
- Continuously enhance CRM capabilities based on feedback and measurable business outcomes
ONLINE RECRUITMENT PROCESS STEPS
- Screening call with the Recruiter
- Competencies interview with Capco Hiring Manager
- Client’s interview
- Feedback/Offer
Follow us here or contact us directly [email protected]
#LI-Hybrid
Skills Required
- Experience with Microsoft Dynamics (MSD)
- Strong wealth domain knowledge
- Ability to translate business requirements into functional designs and user stories
- Experience in stakeholder engagement and workshops
- Ability to configure and optimize CRM capabilities
What the Team is Saying
Capco Compensation & Benefits Highlights
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Healthcare Strength — Health, dental, vision, EAP and fitness support are described as solid, reinforced by a global wellbeing program with mental‑health resources and financial‑wellness content.
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Leave & Time Off Breadth — Vacation & Paid Time Off and Sick Leave are characterized as strong, with flexible, hybrid working and family‑friendly policies also highlighted.
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Parental & Family Support — Parental leave is presented as a strong point alongside adoption, fertility and childcare benefits, with exact terms varying by country and role.
Capco Insights
What We Do
Capco, a Wipro company, is a global management and technology consultancy specializing in driving transformation in the energy and financial services industries. Capco operates at the intersection of business and technology by combining innovative thinking with unrivalled industry knowledge to fast-track digital initiatives for banking and payments, capital markets, wealth and asset management, insurance, and the energy sector. Capco’s cutting edge ingenuity is brought to life through its award-winning Be Yourself At Work culture and diverse talent. TRUSTED ADVISORS - Our collaborative and entrepreneurial approach position us as trusted long-term partners to our clients. DEEP EXPERTISE - Clients look to us for clear guidance, proven expertise, and the support they need to set their companies up for success. DISRUPTIVE SOLUTIONS- We do not provide off -the-shelf answers to clients’ challenges. Instead, we work in close collaboration to understand the issues, and craft disruptive, bespoke solutions. ACCOUNTABILITY AND OWNERSHIP - We recognize every client has distinct needs and expectations, and we take ownership and accountability for the solutions we design, build, and deliver.
Why Work With Us
We support and encourage an inclusive culture, entrepreneurial outlook and independent thinking. Capco is not about organizational charts and rigid hierarchies – we want all employees to feel that Capco is their firm to own and run. We believe diversity powers innovation. Be Yourself At Work (#BYAW) is an integral and underlying part of our culture
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Capco Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
