Banks, insurance companies, and securities firms must drive down the costs of their internal processes and provide better customer service to grow their businesses in the face of strong competition. These challenges are causing financial services firms to change the way they manage operations and client relationships. With the right customer relationship management (CRM) solution, financial services firms will more effectively support their clients with more 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 customer relationship management 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 helps your firm attract and retain profitable clients.
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/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 ATMs, call centres, teller systems, or in-branch advisor systems, with reusable business components.
Improve 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.
Microsoft Dynamics is a line of integrated, adaptable business management solutions that automate & streamline financial, customer relationship, & supply chain processes in a way that helps you drive business success.
WHO IS MICROSOFT DYNAMICS FOR
Microsoft Dynamics solutions include applications & services for retailers, manufacturers, wholesale distributors, & service companies, doing business domestically or in multiple countries. With these tools in hand, people in every key position in your organisation can contribute to the success of your company. Microsoft Dynamics enhances all lines of business in your organisation & delivers exceptional benefits in three critical areas:
Microsoft Dynamics solutions help you maintain control of your finances & manage them with a high level of efficiency. You can make complete, current financial information & reports available for business planning. Simplify & automate routine & repetitious functions, so your employees can focus on more critical tasks. Also, create the required financial & other reporting needed to realise flawless regulatory compliance.
CUSTOMER RELATIONSHIP MANAGEMENT (CRM):
Microsoft Dynamics CRM helps you maintain close contact with your customers & prospects, & manage sales & marketing initiatives & track their results. Microsoft Dynamics can also assist you in identifying emerging customer needs early & respond to them before the competitors do.
SUPPLY CHAIN MANAGEMENT:
With Microsoft Dynamics, you can connect your entire supply chain in a productive, fast-moving flow. Assess the business value of your vendor & business partner relationships to make sure they suit your objectives. Offer sophisticated communicative, collaborative, & self-service capabilities to make it easy & compelling for other companies to do business with you. Increase efficiencies in distribution to improve customer satisfaction & reduce the cost of doing business