In today's challenging economic environment, many financial services companies are striving to differentiate themselves from the competition. However, price, products, and distribution models can often be imitated by competitors.
Many companies are finding that the best way to attract and retain customers is to deliver an outstanding customer experience. Whether you specialise in offering products for banking, wealth management, or insurance, Microsoft Dynamics CRM helps you enable your people to develop meaningful and enduring relationships with your customers, while helping to improve profitability and operational efficiency.
Find Microsoft Dynamics CRM extensions built specifically for financial services organisations.
UK insurance giant sees 66 per cent reduction in sales administration
LV= (previously Liverpool Victoria) is the United Kingdom’s largest friendly society and has 5500 employees working in 17 offices. It provides investment and insurance services to more than 5 million members and customers. LV= Broker was created in 2006 and now has an annual turnover of £700 million ($1.1 billion). After considering SalesForce.com, the business implemented Microsoft Dynamics CRM to provide a centralised, secure data repository which is easily accessible by both in-house and on-the-road sales teams. As a result sales staff are seeing a 66% reduction in administration thanks to the automation of previously manual tasks, while management have much greater visibility of profitability and are easily able to meet their compliance and auditing commitments.Watch the video
Empowering your teams
Take advantage of templates and solutions designed for the financial services industry, bolstered by a rich ecosystem of industry partners. Financial services CRM tools can:
Create targeted offers, identify high-value clients, and help increase share of wallet with a 360-degree view of customer information.
Help win customer loyalty and engender trust through personalised client services across multiple channels.
Automate key tasks and processes to boost operational efficiencies and to utilise core competencies.
Help reduce total cost of ownership (TCO) and extend the value of your IT investments through intuitive customisation tools and simplified integration with existing systems.
Benefit from the multi-billion dollar investment Microsoft has made in the cloud, a leading security infrastructure, and a 99.9-percent uptime service-level agreement (SLA) with Microsoft Dynamics CRM Online.
Wealth and asset management
You can become a trusted advisor to your customers, while helping to increase managed assets and reduce administrative overhead with Microsoft Dynamics CRM.
Build long-term loyalty by providing your advisors with tools and real-time customer information that allow them to deliver tailored advice and accurate service.
Help improve the efficiency of your people with embedded desktop productivity features and a native Microsoft Outlook experience right within Microsoft Dynamics CRM.
Capitalise on cross-sell opportunities, and maximise client profitability by delivering targeted offers to each customer/household based on their unique profile, risk tolerance, and needs.
Seamlessly track sales activities, isolate key trends, and identify your most valuable customers with powerful analytics and real-time dashboards.
Increase your operational efficiency by automating key tasks—from client onboarding to quarterly reports and regulatory-required processes.
Microsoft Dynamics CRM can help you boost profitability, increase customer retention, and proactively manage risk.
Cultivate more profitable and enduring customer relationships by arming your front-line employees with a complete understanding of each customer’s account information, needs, preferences, interaction details, and product history.
Streamline key banking processes, such as account onboarding, loan origination, and case escalation, with automated workflows and guided dialogs.
Help increase wallet share and improve profitability by capitalising on cross-sell opportunities and by helping to ensure that pricing and banking policies are aligned to your retention strategies.
Better manage your exposure by seamlessly integrating with key systems to identify risk-elevating behaviours, such as late payments, low credit ratings, and other triggers.
Help slash operational costs across branches, call centres, and offices by minimising administrative tasks and busywork with intuitive productivity features.
Change your organisation from policy-centric to customer-centric, helping your people to be more effective, with Microsoft Dynamics CRM.
Capitalise on new sales opportunities and help improve operational efficiency by centralising policyholder information, including outreach activities, interaction and underwriting history, preferences, key relationships, and claims details—in a single repository.
Help increase client loyalty and renewal rates with faster inquiry handling, streamlined claims resolution, and proactive customer service.
Improve broker and agent agility with mobile solutions and tools that reduce busywork, freeing up time to have more relevant and meaningful customer conversations.
Gain unprecedented visibility into the sales pipeline, agent/broker productivity, client loyalty, claims processing, and more, with real-time dashboards and contextual analytics.
Help ensure that you meet regulatory compliance by using robust workflow and auditing capabilities to automatically capture and track key data areas.
Take the next steps
Find a partner to expedite your progress using Microsoft Dynamics CRM.
Consultancy opens new office in days rather than weeks with cloud-based CRM
See Microsoft Dynamics CRM in action with this guided demo, and then try it free for 30 days, with no obligation.