Financial Services CRM

Effective CRM Solutions for Financial Services Organisations

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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.


Property Finance


Asset Finance


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.

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Let us answer your queries…

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

Dynamics 365 Release Notes

Check out the new features & capabilities coming to Dynamics 365 as part of the upcoming Wave 1 Release, which will roll out from April 2020.

Read Our Release Notes Blog

Discover more with Microsoft Dynamics 365 for Financial Services

Additional Content…

Guide to choosing the right CRM - eBook

Download eBook

Financial Services CRM Factsheet

Download Factsheet

Checklist for choosing the right CRM

Download Checklist

Benefits of CRM for Financial Services - Infographic

Download Infographic

What our clients say...

We approached PragmatiQ Solutions to help us with an incumbent Dynamics 365 system which had various legacy issues having been customised by numerous consultants over a number of years. They dealt with all the nuances quickly to get our system up to a standard they were happy to work with. From there the PragmatiQ technical team ran with a large project and its fair to say now know our business inside out. Their ability to understand what we do and how we do it having only seen it from an ‘IT perspective’ was and still is impressive. We would highly recommend PragmatiQ.

Tom RobertsManaging Director at Moorgate Finance

We engaged with PragmatiQ Solutions to conduct an independent health check of our Dynamics CRM implementation. They worked with a partner to produce a very useful and insightful audit report highlighting various areas for improvement, and which gave valuable feedback on what we had built so far and left us with confidence that we were on the right development approach for our strategic programme. PragmatiQ worked to tight and fixed timescales to complete a focused delivery which had real business value.

Nick BreedsAssistant Director - Solutions Delivery at NHS Blood and Transplant Unit

PragmatiQ Solutions was recommended to us via a networking connection in Manchester. Upon speaking to the company they seemed very knowledgeable and confident they could repair our unusable Dynamics system which had been built by a different partner. From the first face to face consultation it was clear to see Jamie had the full knowledge around our intentions and understood our business model and had actually create something similar in the health profession elsewhere. From that point we felt confident to progress in to a full development project. The results were quick and impressive. Offering us a totally up to date platform with all of the automation we had originally asked for. We are keen to continue to work with PragmatiQ and look to develop the system again in the future.

Carren BellFounder at Lagans Foundation

We worked with PragmatiQ Solutions who successfully implemented a quoting tool for sales. They were generous with their time, taking every opportunity to understand our needs both now and in the future. Their deep analysis was invaluable, helping us to refine our working practices and automate our processes to maximise productivity and ultimately save time and money. Thanks to PragmatiQ, we now have a bespoke system that has been tailored to our specific needs and is fully integrated with Microsoft Dynamics.

Angela de KlerkBusiness Development / Head of Marketing at Impact Handling

We commissioned PragmatiQ solutions to provide us with a bespoke Customer Relationship Management (CRM) system using Microsoft Dynamics. The team at PragmatiQ very quickly gained a thorough understanding of our complex delivery model and created a solution that has had a positive impact and really added value to our work. PragmatiQ were focused in their approach and delivered to tight timescales, as well as being a pleasure to work with.

Natalie MacPhersonDevelopment Director at MacIntyre Charity

PragmatiQ Solutions successfully implemented Microsoft Dynamics at our paint facility. They worked in a professional manner throughout the project, paid attention to detail and were accommodating to our tight timescales. This ensured we were operational in due time and as a result we have been able to work more efficiently with our manufacturing set up in the UK and ultimately save costs. Overall, we had a very positive experience with PragmatiQ Solutions and consequently have re-engaged them for future projects.

Anders LonnebjergHead of Department - Business Engagement and Applications at MHI Vestas Offshore Wind

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