A Kuwait-based investment bank using on-prem Microsoft Dynamics CRM needed finance-specific customizations and integrations with third-party trading and wealth platforms to improve operational efficiency and customer portfolio management. Synoptek ran discovery and agile sprints to deliver KYC and process enhancements (better data capture, regulatory validations, profile change tracking, joint account handling, account syncing, and auditability), improved automated data imports, and built a secure customer portal for KYC document upload and self-service with OTP authentication and expiry alerts. Integrations via APIs connected CRM with Mubasher and APX to sync profiles, bank details, risk/KYC data, and manage portfolios. Reported results included 98% KYC data coverage and accuracy, 85% les

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