With a smarter generation of customers, changing historic banking practices has become inevitable for customer acquisition and retention. Today’s customers want access to their financial data securely within the comfort of their home, and at the same time, fast and personalized service when they step into a bank.
New age technology within Microsoft Dynamics 365 has made access to customer information simple, aiding banks in providing appropriate and effective support.
Predict customers’ needs and meet them with personal attention to build relationships and revenue
Predict customers’ needs and meet them with personal attention to build relationships and revenue
Predict customers’ needs and meet them with personal attention to build relationships and revenue
Improved Operational Efficiency through Microsoft Dynamics 365
Adapt quickly to the changing demands of the market, and bring agility and efficiency to your operations ensuring exceptional customer service and business management.
Deliver consistent customer experience across locations and channels through customizable workflow automation and task standardization.
Highly configurable and scalable platform along with widely adopted, easy-to-use tools to optimize your existing business and technology architecture.
Branding to the new generation of customers
Dynamics 365 is helping banks across the world to manage the entire customer lifecycle and deliver exceptional customer service.
360-degree Client View
A single dashboard to manage all customer information including preferences, transactions, holdings, and communications history providing a complete overview of the client.
Investor Communication Tracking
Track all forms of communication automatically including emails, phone calls, meetings and other interactions with account holders. An option for setting up and managing routinely scheduled formal correspondence is also provided.
Financial Account Management and Reporting
Access to all client financial transactions, accounts, and holdings, which enables to create custom reports based on the specific needs of your management team.
Regulatory Compliance & Security
Maximize the sophistication by which the organization shares and manages client data while complying with the industry regulations and privacy legislation by using auditing and field level security enterprise modules.
The comprehensive Dynamics 365 overview
Dynamics 365 is a unique product which understands the changing needs of the market and how best to help your business flourish.
Sales
Are you looking to turn relationships into revenue and increase billing?
Automate sales life cycle through built-in processes that provide actionable insights to help you close more deals.
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Marketing
Do you want to be ahead in your game of relevant and consistent marketing?
Nurture more sales-ready leads with marketing automation, and capitalize on new business opportunities.
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Finance
Looking to drastically change how you handle your finances and introduce cost reporting and analysis?
Unify global financials and operations to empower people to make fast, informed decisions and help businesses adapt quickly to changing market demands and drive business growth.
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Field Service
Master the service call and learn to deliver a seamless, end-to-end service experience.
Built-in intelligence helps you resolve service issues before they occur, reduce operational costs, and deliver positive onsite experiences.
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Business Central
Looking to host various systems together and have an easy to manage ERP solution?
An all-in-one business management solution that’s easy to use and adapt, helping you connect your business and make smarter decisions.
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Project Service
Automation
Work your projects better, have happy clients and happier employees.
Provide an end-to-end solution that helps sales and delivery teams engage customers and deliver billable projects on time and within budget.
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Customer Service
Are you meeting the needs of your customer? Strive to deliver more than they expect!
Supports omni-channel, enabling a consistent experience across any combination of self and assisted service channels.
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Commerce
An intelligent end-to-end commerce solution for sales, mobility, and productivity to help retailers achieve more in a cloud-first, mobile-first world.
An end-to-end retail solution that encompasses sales, mobility, intelligence, and productivity to help retailers and workers achieve more in a cloud-first, mobile-first world.
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Human Resources
Relieve your HR teams from mundane tasks and allow them to better support your teams. Get the right people to work for you and empower them to deliver exceptional results.
Bring out the best in your people and create high-impact, sustainable results with exceptional employee and candidate experiences across the talent journey.
Read MoreLooking for a Fixed Price CRM for Banks?
JWe have plans which will meet your banking needs, and if not we can tweak them around a bit too!
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