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Microsoft Dynamics CRM

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.

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.

Delivering Amazing Customer Experiences In an industry as competitive as financial services, a superior customer experience may be your most important differentiator, especially when competitors can quickly imitate your products, services, and offers. Our vision is to help financial services firms transform from a transaction-centric business to a customer-centric business. The cloud plays a key role in this vision through flexible services that can be accessed virtually anywhere.

 

Microsoft solutions remove barriers, enabling our customers to move to the cloud on their own terms and at their own pace. Gain a 360-degree view of the customer Our vision begins with a holistic view of the customer that enables you to fully understand your customers and their needs.

 

With a single system to track all your customer data and interactions, you give your advisors and agents the information they need to deliver fast, personalized service. Open APIs and commonly used technologies streamline integration of Microsoft Dynamics CRM with back office systems like core banking, risk management, payments, financial planning, underwriting and other such systems. Deliver more personal, intuitive customer experiences A complete customer view helps you provide personal and relevant experiences that delight customers and keep them coming back.

 

For example, built-in analytics can help identify relevant financial products and value-added services based on customer life events, or identify cross-sell opportunities between financial lines of business. The ease of use of the Microsoft solutionsreduces administrative overhead and gives your staff more time for customers. Drive operational efficiencies Natural tools that are easy to use help drive greater operational efficiency and support people in their job role. By targeting specific workloads for automation, such as customer onboarding, loan origination, or approvals, financial services organizations can realize rapid return with a limited initial investment.

 

The cloud provides new ways to economically provide flexible solutions across physical locations and geographies. Implement mobile and social technologies Today’s emerging social and mobile technologies give financial firms new ways of working and interacting with customers. For example, roving relationship managers may use tablets in the branch to provide real-time personalized offers.

 

Integration with Lync and Skype can help create valued connections with customers through their preferred channel. And Yammer gives you the power of enterprise social to build connections inside your organization. By enabling social connections and mobile productivity inside and outside the company, you empower a new generation of workers to deliver the kinds of experiences customers expect today.

 

Create a framework for innovation Finally, providing a flexible framework for ongoing technology innovation on-premises and in the cloud to support development of industry specific solutions will allow you to rapidly respond to the changing needs of customers, and marketplace. Built-in capabilities to support auditing and access control also help your organization meet the complex needs of regulatory compliance.

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