CRM for Financial Services

Effective CRM Solutions for your Financial Services Organisation

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Microsoft Dynamics 365 for Financial Services

Financial services organisations have many unique things to consider when 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.

Our Financial Services CRM is suitable for:

Banking

Property Finance

Insurance

Finance Leasing

Consulting

Finance Broker

Financial Advice

Wealth & Asset Management

Common Challenges Financial Services Organisations Face:

Here at PragmatiQ Solutions, we understand the challenges financial services organisations face. If you recognise these within your business, read on to find out how our CRM software overcomes these hurdles…

Customer Retention

Competition for financial service clients is more prominent than ever, so it is essential businesses focus on customer retention. Understanding your customers and responding to individual needs is key to staying ahead.

Providing a Great Customer Experience

Providing a great customer experience is essential for any business, in particular for the financial services industry. If you don’t have a 360-degree view of your customer, it can be hard to provide the best service possible and respond to their needs effectively.

Providing a Great Customer Experience

Providing a great customer experience is essential for any business, in particular for the financial services industry. If you don’t have a 360-degree view of your customer, it can be hard to provide the best service possible and respond to their needs effectively.

Disparate Systems

Disparate systems and Excel Spreadsheets mean data often gets lost or miscommunicated, resulting in wasted time amending errors. Having a 360-degree view of all aspects of the business would be beneficial.

Our FREE Financial Services CRM Factsheet

In this factsheet we review the challenges the financial services industry faces, key features of our solution, and the benefits.

Benefits of our Financial Services CRM Software

Microsoft Dynamics 365 is the perfect fit for financial services firms, fitting in with your strategy to solve some of the challenges you face.

Save Time

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

Increase Sales

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

Understand Your Customers Better 

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

Improve Productivity

Outlook & other Office 365 integrations mean employees spend less time switching between applications

Improve Customer Service

Great customer service is essential to stand out. Identify & cater for individual client needs with Dynamics 365

Discover more with Microsoft Dynamics 365 for Financial Services

Hear what our clients have to say...

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