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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. Check out our infographic to discover more benefits of crm software for financial services.
Our Financial Services CRM is suitable for:
Are you looking for the best crm software for financial services firms? Dynamics 365 suits a variety of businesses, from wealth management firms to insurance companies.
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 within this industry. If you recognise these within your business, read on to find out how MS Dynamics 365 for financial services 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 CRM
Discover more with Microsoft Dynamics 365 for Financial Services
Looking for a new CRM but not sure where to start?
We've put together a helpful checklist of things to consider when choosing a CRM...
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Hear what our customers have to say…
“PragmatiQ Solutions worked to tight and fixed timescales to complete a focused delivery which had real business value.”
Nick Breeds, Assistant Director, Solutions Delivery – NHS Blood and Transplant Unit
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