Digital transformation in the Financial Services industry

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Digital transformation in the Financial Services industry

What does digital transformation mean to your financial services organisation?

Digital transformation can mean many things to many people. Our customers tell us that they are looking to a digital transformation project as a means of:

  • Differentiating the customer experience and delivering value to their customers
  • Putting the customer at the centre of decision-making
  • Encouraging a digital culture where digital is a part of everyone’s role
  • Delivering a platform and solution that allows the business to achieve ambitious plans and a competitive edge
  • Integrating data from core financial systems to understand customer journeys and behaviour to deliver a more personalised and relevant service

A customised CRM solution built on Microsoft Dynamics 365 and Office 365

The financial services industry needs a platform that is more than a contact centre solution. eBECS can deliver a customised solution, utilising Dynamics 365 and Office 365, to help:

  • Centralise and manage extensive customer data
  • Streamline and automate key business processes
  • Ensure that compliance and regulatory goals are achieved
  • Develop long-term customer relationships
  • Improve sales and service.

eBECS can help you build an integrated sales management, strategic marketing, and customer service platform tailored exactly to the needs of your organisation.

Learn more about:

Microsoft Dynamics 365 for Customer Service

What Dynamics 365 and Office 365 can do for your financial services organisation

Office 365

For more information on our CRM solutions for Financial Services or Microsoft Dynamics 365 Financial Services, CRM, Project Service Automation and Field Service, please contact us.

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