CRM Financial Software - CRM for Financial Services

Microsoft Dynamics CRM for Financial Services

With increased consolidation in the financial services industry, large institutions continue to expand while small to midsize firms require new and innovative strategies to remain competitive, create growth opportunities, and contribute to the bottom line. Firms need greater insight into customer needs and preferences to offer more relevant, personalized products and services. That's why customer relationship management (CRM) is essential in financial services.

By providing a single repository for all customer information that integrates with legacy and core banking systems, Microsoft Dynamics CRM helps financial institutions–from retail banking and wealth management to insurance providers–consistently deliver high levels of service, improve loyalty, identify high-value clients, and pursue new revenue opportunities.

Banking

Empower front-line employees with real-time information
Provide fast, high-quality service delivery
Integrate disconnected systems
Retain more clients through improved customer loyalty

Capital markets and securities

Uncover opportunities to sell investment vehicles
Help build customer loyalty
Provide improved, personalized service
Assist in minimizing costs
Improve advisor productivity

Insurance value chain

Import and use key data from other systems
Easily incorporate regulations and compliance changes
Automate marketing campaigns for targeted prospects

Wealth management

Achieve rapid CRM adoption across the enterprise
Enable real-time views of client information across channels
Integrate with core investment applications for a holistic view

Financial advisors

Increase qualified sales leads
Attract more clients
Maximize cross-selling/up-selling opportunities
Spend more time with clients and less on administrative tasks

Channel renewal

Share complete customer information across existing systems
Increase employee effectiveness with automated workflows
Identify more up-sell and cross-sell opportunities

Next Steps

Find information about Microsoft's solutions for financial services, including Microsoft Dynamics CRM
Contact us to request more information or to speak with a Microsoft representative.