CRM Software for Financial Services

Financial Services organisations need to build and nurture relationships to develop and strengthen their network. Close relationships and trust are absolutely paramount to success. Without a robust solution in place, truly understanding where best to focus efforts is difficult.

In addition, meeting FSA regulatory compliance at every step of the way is a challenge; from specific complaint processes to anti-money laundering and client on-boarding. Organisations need a solution in place to evidence how they meet compliance and strive for best practice.

The Gap Financial Services solution

At the heart of Gap Consulting’s solution for Financial Services is Microsoft Dynamics CRM. As a leading solution, Dynamics CRM allows organisations to achieve a true 360 degree view of the customer and gain the insight to provide engagement in a truly personal and tailored fashion.

The Benefits

  • Gain a full view of your customers, provide tailored communication and improve relationships
  • Benefit from Gap’s extensive, varied experience in the Financial Services sector
  • Integrate business processes across the organisation to reduce admin time, improve efficiency and productivity
  • Gain peace of mind over regulatory compliance with full audit trails and a solution tailored to your requirements
  • xRM Manager suite extends functionality to manage areas including events, marketing and HR providing further productivity gains.

Download the Financial CRM datasheet to find out more

    "We wouldn’t hesitate to recommend Gap to other organisations looking to use Microsoft Dynamics to deliver a complicated solution or to convert complicated processes into a simple solution"
    Adrian Bolton, Head of IT Delivery, Canaccord Genuity