Enhance delivery of high-quality, personalized services for banks, wealth management firms, and insurance providers.
Banks, insurance companies, and securities firms must drive down the costs of their internal processes and provide better customer service to grow their businesses in the face of strong competition. With the right customer relationship management (CRM) solution, financial services firms will more effectively support their clients with more value-added services while streamlining business processes and lowering costs.
Microsoft Dynamics CRM provides intuitive prospecting and customer relationship management tools that are natural extensions of Microsoft Office system applications. By giving your customer-facing advisors and representatives access to the right information at the right time, Microsoft Dynamics CRM provides greater client insight, improves customer service, and helps your firm attract and retain profitable clients.
Gain real-time visibility into customer data from multiple databases.
Track all customer-facing interactions across multiple communication channels.
Monitor and analyze customer needs to maximize cross-sell/up-sell opportunities and quickly adapt for changing customer needs.
Enable financial advisors to work more efficiently across information sources and distribution channels.
Integrate sales, marketing, and customer service.
Easily incorporate changes for regulations and compliance.
Renew channels, such as ATMs, call centers, teller systems, or in-branch advisor systems, with reusable business components.
Improve consistency of customer service across channels.
Integrate applications and workflow processes that span distribution networks, service providers, policy administrators, claims processing, and re-insurance.
Create a seamless link with the customer.