Microsoft Dynamics CRM for Financial Services

Financial services organisations remain at the forefront of the CRM world, having always understood the imperative to manage and maintain great customer information. Being closer to the customer than the competition is key. In reality, this means genuinely having that 360° view of your business’ interactions with customers – from marketing to portfolio management.

In addition, risk and compliance are key concerns for our customers in the financial services sector. Through our Microsoft Dynamics CRM and the power of the xRM platform, we can address more complex financial business requirements.

Financial services businesses are also now much more open to considering Cloud technologies, opening up lots of opportunities for Microsoft Dynamics CRM Online, Office 365, Yammer, Lync and Microsoft Social Engagement, without additional IT burden.

Our Financial Services MS Dynamic CRM clients: 


The Benefits of MS Dynamics CRM for financial services: 

  • Gain a full customer view, provide tailored communication and improve relationships
  • Integrate business processes across the organisation to reduce admin time, improve efficiency and productivity
  • Gain peace of mind over regulatory compliance with a solution tailored to your requirements
  • Consider deployment options for Cloud or On Premise
  • Go further through mobile working, social engagement and solution accelerators to increase you return on investment


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