Financial services

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. Whether you specialize in offering products for banking, wealth management, or insurance, the best way to attract and retain customers is to deliver an outstanding customer experience.

Microsoft Dynamics for Financial Services

Financial services capabilities

A complete end-to-end solution for financial organizations

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, and financial customers are more demanding than ever.

Many companies are finding that the best way to attract and retain customers is to deliver an outstanding customer experience. Whether you specialize in offering products for banking, wealth management, or insurance, Microsoft Dynamics enables your people to develop meaningful and enduring relationships with your customers, while helping to improve profitability and operational efficiency.

Financial services

Take advantage of templates and solutions designed for the Financial Services industry, bolstered by a rich ecosystem of industry partners. With Microsoft Dynamics CRM, you can not only know your customers better but also become truly customer-centric, winning loyalty and trust through personalized client services offered across multiple channels. 

Workflow automation helps you streamline key tasks and boost operational efficiencies while freeing your people to pursue their core competencies. Intuitive customization and seamless integration with your existing IT infrastructure help reduce total cost of ownership (TCO) and can extend the value of your IT investments. And with Microsoft, you benefit from the multi-billion dollar investment we've made in the cloud, a leading security infrastructure, and a 99.9-percent uptime service level agreement (SLA) with Microsoft Dynamics CRM Online.

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Capital markets

You can become a trusted advisor to your customers, while helping to increase managed assets and to reduce administrative overhead with customer relationship management (CRM) for financial advisors that meets the needs of the capital markets industry. When your advisors have access to streamlined tools and real-time customer information, they can deliver tailored advice that helps build long-term customer loyalty.

Help improve the efficiency of your people with embedded desktop productivity features and a native Outlook experience right within Microsoft Dynamics CRM. Capitalize on cross-sell opportunities, and maximize client profitability by delivering targeted offers to each customer or household, based on their unique profile, risk tolerance, and needs. Microsoft Dynamics CRM helps you seamlessly track sales activities, isolate key trends, and identify your most valuable customers with powerful analytics and real-time dashboards.

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Banking

Microsoft Dynamics CRM can help your boost profitability, increase customer retention, and proactively manage risk with CRM that's designed to meet the needs of the banking industry. When your front-line employees are armed with a complete understanding of each customer's account information, needs, preferences, and interaction history, they are able to cultivate more profitable relationships with those customers.

Streamline key banking processes, such as account onboarding, loan origination, and case escalation, with automated workflows and guided dialogs. Capitalize on cross-sell opportunities, and help ensure that pricing and banking policies are aligned to your retention strategies so you can increase wallet share and improve profitability. Better manage your risk exposure by proactively identifying risk-elevating customer behaviors. Microsoft Dynamics CRM can help you slash operational costs across branches, call centers, and offices by minimizing administrative tasks with intuitive productivity features.

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Insurance

Microsoft Dynamics CRM helps you transform your organization from policy-centric to customer-centric. Capitalize on new sales opportunities, and help improve operational efficiency by centralizing policyholder information, including outreach activities, interaction and underwriting history, key relationships, and claims details—all in a single repository.

Help increase client loyalty and renewal rates with faster inquiry handling, streamlined claims resolution, and proactive customer service. Gain unprecedented visibility into the sales pipeline, agent/broker productivity, client loyalty, claims processing, and more, with real-time dashboards and contextual analytics. By giving brokers mobile tools and automation, you can free them up to have more relevant and meaningful customer interactions. And Microsoft Dynamics CRM helps you address regulatory compliance by using robust workflow and auditing capabilities to automatically capture and track key data areas.

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