CRM for Financial Services

Effective CRM Solutions for your Financial Services Organisation

Work with us today

Our Success is Your Success

Our Financial Services CRM software suits a variety of industries:

Financial services organisations have many unique things to consider when considering and implementing Customer Relationship Management (CRM) software. Alongside the standard requirements for CRM, organisations who operate within the financial services industry are also faced with complex processes and legislation requirements.

From finance leasing to insurance organisations, Microsoft Dynamics 365 for Financial Services enables businesses to work efficiently and productively across teams, whilst building and maintaining important client relationships, deliver outstanding customer service and ultimately, increase the bottom line.

Below are just some of the sectors within the financial services industry our CRM software is suited to:

Banking

Property Finance

Insurance

Finance / Leasing

Consulting

Finance Broker

Financial Advice

Wealth & Asset Management

Our Overview Brochure

Learn more about the services we offer and why Microsoft Dynamics CRM could be the right fit for you.

Benefits of our CRM Software for Financial Services Industry

Understand Your Customers Better 

Gain a 360-degree view of your customers and as a result increase loyalty and improve customer satisfaction

Increase Customer Loyalty

Personalise your client services across a variety of channels and win customer loyalty in return

Save Time

Automate your key processes in order to boost efficiency and better utilise employee time & core competencies

Manage Your Opportunities

Utilise customer information and manage & nurture leads from the initial contact through to final sale

Close More Deals

Proactively manage your pipeline and complex client relationships, closing more deals as a result

Ensure You’re Adhering With Requirements

Keep up with any legislative requirements with bespoke fields that enable your firm to record compliance

Want to learn more?

Request a Call Back

We would be delighted to answer any questions you might have about how we can support your business.

Fill in the form and one of our CRM consultants will be in touch shortly.

Your Name

Your Email

Your Phone Number

Your Message

Our Latest Insight, News and Thinking

PragmatiQ Solutions Blog

seven common crm misconceptions - blog header PragmatiQ Solutions
Advice

7 Common CRM Misconceptions

Here at PragmatiQ Solutions, we hear plenty of misconceptions about Customer Relationship Management (CRM) systems. Couple these myths with stories about previously failed implementations and you could…
Header image for PragmatiQ Solutions blog - Should my business invest in field service software?
Advice

Should my Business Invest in Field Service Software?

Field service organisations face challenges when it comes it comes to simple, in person communications, due to the workforce rarely being in the office; as the name implies, field…
Microsoft Dynamics 365 for Field service and Resco blog header from PragmatiQ Solutions
Miscellaneous

Microsoft Dynamics 365 for Field Service and Resco

Technology is  revolutionising the workplace and streamlined operations, real-time data and automated processes are now expected within business. That is why many successful  organisations  have…