With few new clients available, financial services firms must up-sell/cross-sell to current customers or win market share from their rivals in order to grow their businesses. Since many firms are offering higher returns and lower fees to attract new business, financial services organizations must work diligently to drive down the cost of their internal processes while displaying a greater level of customer intimacy.

These challenges drive banks, insurance companies, and securities firms to change the way they manage client relationships. They must find ways to share a comprehensive view of each client with all parts of their organization. By using the right financial management solution, the client can be effectively supported and business processes between groups within the firm can be integrated, reducing paperwork and lowering costs.

Microsoft Dynamics CRM can help your financial institution by working the way your people do. Microsoft CRM provides holistic client information by pulling it from disparate data sources and then delivering it to users through intuitive prospecting and customer relationship management (CRM) tools that are natural extensions of Microsoft Office system applications, such as Microsoft Office Outlook. By giving your customer-facing advisors and representatives access to the right information at the right time, Microsoft CRM provides better customer insight, enables improved customer service, and helps your organization attract and retain clients more profitably than your competitors.

On This Page

• Benefits of Microsoft Dynamics solutions for financial services
• Customer success stories
• Learn more about Microsoft Dynamics solutions

Benefits of Microsoft Dynamics solutions for financial services
Microsoft Dynamics CRM solutions:

• Deliver analytics and embedded coaching to help maximize opportunities to cross-sell products and services
• Easily incorporate changes for regulations and compliance
• Integrate sales, marketing, and customer service
• Support flexible implementations to support your constantly changing business processes
• Foster a high user adoption rate due to the familiar user interface and tight integration with Microsoft Office system applications such as Microsoft Office Outlook
• Create an agile platform that helps financial services organizations support speed-to-market products, adapt quickly to changing customer needs, and achieve scale and operational efficiency

• Provide your people a holistic view of the client. By collecting data from multiple databases throughout the company in real time, your people can more effectively service the prospect and offer new and more profitable products/services.



• Drive greater profitability. Empower your people to help increase the profitability of the retail branch, advisor storefront, or insurance agency/brokerage through improved customer service and a better ability to provide clients with a full range of financial products and services.



• Improve banking customer service. Renew channels such as automatic teller machines (ATMs), call centers, teller systems, or in-branch advisor systems with reusable business components that set the stage for cross-channel consistency and improved customer service.



• Link disconnected insurance business processes and systems. Create an integrated set of applications and workflow processes that span distribution networks, service providers, policy administrators, claims processing, and re-insurance to create a seamless link between your people and the customer.



• Cut back on the administrative burden to financial advisors. Enable financial advisors to work more effectively and efficiently across information sources and distribution channels to better service clients. By integrating systems, advisors can gain a more holistic view of the customer and a better chance of identifying products they can successfully cross-sell.

Top of page

Customer success stories

• CRM solution supports insurance company growth and offers seamless integration
• Community bank drives business growth with better customer relationships
• Clearsight launches wealth management business with customer relationship management
• See more customer stories.

Top of page

Learn more about Microsoft Dynamics solutions
Learn more about how Microsoft Dynamics business software solutions can help you solve your business needs in the financial services industry.

• See how Microsoft Dynamics CRM can help your financial institution



• Contact us to request more information or to speak with a Microsoft representative



• Use Microsoft Solution Finder to search for solutions developed by Microsoft Certified Partners to meet the unique needs of your business or industry

Top of page