Customer Videos

Home > Financial Services

Financial Services

From retail banking and wealth management to insurance, Microsoft Dynamics CRM can give you a comprehensive view of your customer, so you can:

Help build customer loyalty by delivering consistent, high-level customer service across all channels.
Identify high-value clients andtake advantage of new revenue opportunities.
Extend the value of your IT investment by integrating with your core systems and existing applications.

Advisor Platform/
Wealth Management
Institutional Client Platform
Customer Knowledge
Insurance Agent/
Broker Services

Advisor Platform/Wealth Management

Expand your opportunities and reduce your administrative burden with Microsoft Dynamics CRM. With greater insight into your clients, you can offer services that are tailored to individual needs and preferences, so you can increase customer satisfaction and create long-lasting relationships.
- Capture and track all lead details in one system to identify more qualified leads.
- Take advantage of a familiar interface and native integration with Microsoft Office Outlook to get employees quickly up to speed with CRM.
- Gain insights that help you maximize up-selling and cross-selling.
- Automate processes to simplify administrative tasks and give you more time with clients.
- Develop new strategies based on real-time information about client interactions.
Institutional Client Platform

Effectively manage your institutional client bases and deliver outstanding customer service to increase your retention and revenue. Microsoft and its partners help you achieve those goals by integrating disparate systems, including research, order management, CRM, and communications systems.
- Deliver a single platform for high-touch sales professionals and low-touch Internet channels.
- Promote collaboration internally and externally.
- Provide a holistic view of all institutional client activity.
- Monitor research consumption and trade flows to gain insights that will help you identify additional products that appeal to your clients.
- Integrate existing line-of-business systems with workflows.
Customer Knowledge

Microsoft Dynamics CRM provides financial services employees—from personal bankers to financial advisors to business relationship officers—with rich information about every customer. Based on this information, you can provide personalized care to build customer loyalty and increase your revenues.
- Gather consistent customer data in a single information repository to better understand each customer’s worth and to enhance and cultivate profitable customer relationships.
- Analyze integrated customer information to better target your marketing and sales.
- Measure and learn from customer behavior to improve your product and service development as well as marketing and performance management.
- Reduce IT costs and complexity with a flexible infrastructure that gives you the ability to tie systems and information together and make them available to additional departments or sister organizations.
Insurance Agent/Broker Services

Microsoft Dynamics CRM offers special value to insurance agents, brokers, claims adjusters, and customer service personnel to assist with enhanced service delivery, help you identify new opportunities, and market more effectively.
- Provide a holistic view of the customer to see past interactions, policy information, renewal dates, and opportunities to sell additional products and services.
- Identify high-value customers and develop appropriate, targeted marketing campaigns.
- Embed and support insurance-specific workflows to promote the behavior that you want your agents and brokers to follow.
- Import data from other systems and use business intelligence capabilities to create dashboards and reports for agent and broker productivity, new business success, customer loyalty, claims processing, and other activities.
- Easily incorporate regulatory and compliance changes.