Challenges in banking are causing banks, insurance companies and securities firms to change the way they manage operations and client relationships. With the right customer relationship management (CRM) solution, financial services firms can more effectively support their clients with value-added services, while streamlining business processes and lowering costs.
Microsoft Dynamics CRM provides holistic client information by pulling it from disparate data sources and then delivering it to users through intuitive prospecting and CRM 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 can help your firm attract and retain profitable clients.
Why Microsoft Dynamics Solutions for Financial Services?
Provide a comprehensive view of the client
Gain real-time visibility into customer data from multiple databases
Track all customer-facing interactions across multiple communication channels
Monitor and analyse customer needs to maximise cross-sell and up-sell opportunities, and quickly adapt for changing customer needs.
Reduce the administrative burden on financial advisors
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.
Improve banking customer service
Renew channels such as cash-points, call centres, teller systems and in-branch advisor systems with re-usable business components
Improve the consistency of customer service across channels.
Link disconnected insurance processes and systems
Integrate applications and workflow processes that span distribution networks, service providers, policy administrators, claims processing and re-insurance
