Specialists in Financial Services

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Specialists in Financial Services

Customer Relation Management (CRM) solutions for Financial Services

Financial services organisations are undertaking a digital transformation as they struggle to attract new customers and retain existing customers in a highly competitive industry.

eBECS Financial services will deliver a CRM solution with Microsoft Dynamics 365 that will empower your relationship managers and other key employees to:

  • Engage more effectively with customers and prospects
  • Improve customer retention
  • Identify new opportunities
  • Manage risk
  • Increase managed assets
  • Reduce overheads.

eBECS Financial Services consultants have deep experience and expertise in delivering successful solutions to financial services organisations in the areas of wealth and asset management, insurance, commercial and retail banking, and more.

Find our more about how we can help you

Digital transformation in the Financial Services industry — what does it mean for you and how can eBECS help you empower your employees?

What can Dynamics 365 and Office 365 do for your financial services organisation? — including a single 360 degrees view of customer data, a new omni-channel solution and more.

Dynamics 365 for Broker Management – Onboard brokers efficiently, track pipeline and performance, and improve relationships

Why choose eBECS Financial Services as your partner?

eBECS Financial Services is a dedicated practice focused exclusively on providing solutions with Dynamics 365, Office 365 and a small number of selected partner solutions.

Our expert teams adopt a customer-centric approach to discovery, delivery, user adoption and support. When you work with eBECS, you work with Microsoft’s UK Partner of the Year 2016. Through many successful projects we have learned what it takes to make a Dynamics 365 implementation successful and have put that knowledge into action to help our customers get the most from their investments.

Extending the power of Dynamics 365 still further

VeriPark Next Best Action — empowering intelligent banking

Now part of Microsoft, and built on Microsoft cloud technology, this software-as-a-service solution considers all the possible actions during a customer engagement, and recommends the next best action to increase the likelihood of a positive response.

ClickDimensions — the easy-to-use, integrated marketing solution

Natively built into Dynamics 365, ClickDimensions provides email marketing, web intelligence, lead scoring, campaign automation, nurture marketing, social discovery, form capture, surveys and more, to allow your organisation to discover who is interested in your products, quantify their level of interest and take the appropriate actions.

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

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