Dynamics 365 - Financial Services
Financial Services Powered by Microsoft Dynamics 365
Financial Services Blueprint can help companies build customer loyalty by
providing a unified financial management platform. Built specifically for
insurance companies, mortgage brokers, financial institutions and credit
unions, the solution is designed to meet the everyday changing needs of
the financial space.
Unify and Automate Financial Processes
Reduce Operational Expenses
Gain a 360-degree view of customer data
We have a history of successfully implementing Microsoft Dynamics 365. As a result, we continue to tailor functional CRM systems for financial services across the globe.
In addition to basic implementation, our services have included multi-point data mapping, aggregating data, implementing custom workflows, reporting, dashboards and much more. Our clients work in investment management, credit unions, insurance and banking. While our solutions may differ from client to client, our main focus is to configure a functional system that works for you.
Dynamics 365 for Financial Services
Identify and create workflows to manage business activities automatically in Microsoft Dynamics 365
Create and manage reports based on multiple data sources in a single location
Remote Worker Access
Get on-the-go access for mobile agents or field workers and get up-to-date data anywhere your employees are
Single Customer View
360-degree view of clients provides you with understanding of customer experience.
Co-ordinate your team remotely and work on any device
Unify all departments into one confidentially segregated system
Schedule a Demo
We have extensive experience with integrating financial systems. Our customers rave about their newfound view of their customers. For more information please visit our website or contact us at firstname.lastname@example.org