Financial Services CRM Solutions

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Financial Services CRM Solutions

Financial Services CRM

What can Microsoft Dynamics 365 and Office 365, expertly deployed by eBECS, do for your financial services organisation?

In a single integrated solution delivered by eBECS expert Financial Services CRM practice, Dynamics 365 and Office 365 can:

  • Provide access to a centralised 360-degree view of customer data to equip your key employees with the information they need to deliver a first-rate customer experience
  • Provide an efficient means to input customer data that can supplement the data held in other core financial systems
  • Ensure compliance by capturing data relating to regulatory standards, such as KYC, FATCA, and enforcing rules on validity and review of such data
  • Provide immediate insight into actionable, real-time analytics
  • Deliver greater visibility of the sales opportunity pipeline
  • Move your organisation ahead of the competition by streamlining and automating key business processes
  • Seamlessly integrate with existing systems, reducing data transcription errors and reducing the user reliance on multiple platforms
  • Allow key employees to send targeted offers to customers based on individual profiles, propensity to buy, risk tolerance and need
  • Offer customers a new omni-channel solution encompassing portals, SMS, social media, etc.
  • Reduce costs and on-boarding overheads across branches and departments
  • Enable contact centre agents to handle more interactions and be more proactive with customer engagement
  • Provide mobile access for relationship managers and brokers who need to visit customers
  • Deliver a cost effective, scalable solution which can be rapidly deployed in an agile manner with an initial focus on the most viable product.

Learn more about:

Microsoft Dynamics 365 for Customer Service

Digital transformation in the Financial Services industry


Watch these Microsoft videos

Transforming Financial Services

Microsoft Dynamics CRM Improves Customer Experience for Business Banking

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

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