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Microsoft Dynamics CRM for Financial Services

Microsoft Dynamics CRM helps financial institutions deliver high levels of service, improve loyalty, identify high-value clients, and pursue new revenue opportunities. No two banking institutions are exactly alike. Some are merging legacy CRM systems inherited through acquisitions; others are struggling to build more customer-focused solutions from the ground up. Yet they also share many common goals: they all need a 360-degree view of the customer, provide superior customer service, and be more profitable and productive. Whether you have outgrown your existing solution or need a completely new approach, Microsoft Dynamics CRM for Financial Services can help you meet your goals. Identify, attract, and retain profitable customers by providing a consolidated view of client data for greater customer intimacy and more effective identification of cross-sell/up-sell opportunities.

360° View of the Customer
Many financial services organizations gauge customer activity in disparate systems, making it difficult to get the big picture across multiple services. Microsoft Dynamics CRM integrates with other applications to truly give you a 360-degree picture of the customer.

Superior Customer Support
Customers need to have the best possible experiences with your organization, whether they are in the branch, on the phone, or online. Microsoft Dynamics CRM helps you resolve inquiries and customer issues faster, slash call center hold times, and add value to every interaction by using sophisticated call routing and information delivery.

Increase in Productivity
A combined Microsoft Dynamics CRM and Outlook user experience helps improve user adoption by providing a familiar and flexible user interface, which minimizes resource and training investments. Together, Outlook and Microsoft Dynamics CRM deliver a role-based experience to end users so they can focus on their work. All the tools are in one place, reducing the need to switch between applications. Users also can customize and automate their interfaces.

Be even more productive by utilizing Microsoft Dynamics CRM to automate your unique business processes. Save time on tasks that can be expedited through automation, such as sending customers alerts and flagging accounts for follow-up and marketing opportunities.

	Download the Microsoft Dynamics CRM for Financial Services overview
	Download the Microsoft Dynamics CRM for Banking whitepaper

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