Microsoft Dynamics CRM Banking.pdf

Case Study - TFS


Case Study - Tradition Financial Services

Founded in 1985, TFS are a market leader in the brokering of financial and non-financial products. With offices worldwide, the company covers currency options, equity derivatives, freight, precious metals, energy, property derivatives and pulp & paper markets. TFS Energy brokers a full spectrum of OTC energy and energy-related physical and derivative products --including electricity, natural gas, crude oil and refined products, coal, environmental products and weather derivatives-- and exchange-traded futures and options.
TFS is a subsidiary of Compagnie Financière Tradition (CFT), which is headquartered in Lausanne, Switzerland and is one of the world’s top three brokers in financial and commodity-related products. CFT has a presence in 21 countries worldwide with over 2,200 employees and 7,000 clients, which include global banks, financial institutions, and local authorities, major industrial and commercial corporations.
Both TFS and CFT are subsidiaries of VIEL & Cie, which is based in Paris, France, and is continental Europe's top financial brokerage firm.
TFS became a Dynamics GP customer with M4 Systems in 2003. Their main requirements were for a system that could cater for and deliver on the following:
  • Purchase ledger and cashbook
  • Automated cheque and BACS runs
  • Electronic bank statement import and reconciliation
  • Multiple VAT codes and partial recovery
  • Intercompany processing
  • Easy creation of export file of journals for important into the mainframe General Ledger system
  • Powerful, yet easy to use reporting
  • Quick access to relevant critical information to speed decision-making
CFT (including TFS) has witnessed steady growth over the last 3-4 years, with turnover up 25.1% to CHF 1,144.4 million in 2006. A major contribution to their success is their commitment to investing in people, new markets and technology to remain innovative and competitive in very dynamic, yet globally converging markets.


Customer centre

"M4 has provided us with an excellent service from day one. The successful completion of a second, very high profile project has only increased their credibility within the business..."
Natasha Towns
Business Applications Manager,
Logicalis UK

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