Wattle has been appointed by the LMA to lead a comprehensive Discover & Design phase for an enhanced Dynamics 365 CRM and new Member Portal, providing strategic guidance and collaborative expertise that will lay the foundations for member-focused digital transformation.
Wattle has been appointed by the Loan Market Association (LMA), the leading representative membership body for the syndicated loan market in Europe, to lead a comprehensive Discover & Design phase for an enhanced Microsoft Dynamics 365 (D365) CRM and a new Member Portal, providing strategic guidance and collaborative expertise that will lay the foundations for a member-focused digital transformation and future platform development.
The LMA transitioned from its previous database system to D365 back in 2004, supporting membership management, event management, and marketing activities. While the current D365 functionality meets their needs, the LMA sought a partner to act as an extension of their small tech team to improve and enhance these capabilities for staff and members alike.
As a market-leading provider of D365 CRM solutions to the membership sector, Wattle is conducting a detailed Discover & Design exercise to define requirements and design an improved CRM system alongside a new Member Portal. This involves a full Systems Landscape Review, discovery workshops with LMA stakeholders, and the creation of a comprehensive Functional Requirements Document (FRD) that will guide the subsequent Build Phase. This partnership highlights Wattle’s commitment to delivering innovation and operational excellence within the membership sector, helping the LMA to maximise value for their membership community through a carefully planned digital transformation journey.
Ready to Transform? Ready to revolutionise your membership organisation’s digital landscape? Contact our team today to discover how Wattle’s Membership Experience Platform, MemEx, can engage your members like never before.
Ready to talk?
If any of this sounds like where your own organisation is, we're happy to talk it through - no pitch required.
Reflections from MemberWise Digital Excellence 2026 on why membership organisations are moving beyond basic portal self-service and focusing instead on more connected, personalised, and engaging digital member experiences.
Choosing a membership platform is something most people do once. These are the questions worth asking every supplier — including us — and what a good answer sounds like.
Wattle are delighted to be attending the latest MemberWise Membership Solutions Day on Thursday 11th June 2026 in London - the data-driven decisions edition.
