The Implementation of CMT SaaS to Financial Institution

In my diploma thesis, I analyse and design a functional architectural model for the implementation of a marketing tool for online marketing in a financial institution. The aim is to analyse the functional requirements of banking institutions and to design the architecture. In my work, I draw on my knowledge from the implementation of customer and marketing solutions not only to banking companies from the Czech Republic but also to start-ups or manufacturing companies in the Czech Republic and abroad. In addition to defining standard functional requirements, I deal with the issue of safety requirements. Furthermore, requirements that may arise in the implementation, such as the concurrence of multiple marketing systems and the associated migration strategy or access to development environments. In addition to general approaches and solutions to functional requirements, the work deals with integration patterns, types of integrations, and design of component architecture. The architecture design envisages the use of marketing tools from Salesforce, namely Salesforce Marketing Cloud and Interaction Studio. These tools cover the needs of online marketing for communication channels – email, SMS, push notifications, website personalization. For channels that are not standardly available, I propose an integration pattern of their integration into the final solution.