Dynamics 365 - 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.
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.
Financial Service Blueprint
Unify and Automate Financial Processes
Reduce Operational Expenses
Gain a 360-degree view of customer data
Other Options Include
Tailored Workflows
Identify and create workflows to manage business activities automatically in Microsoft Dynamics 365
Management Visibility
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
Operate Remotely
Co-ordinate your team remotely and work on any device
Single Customer View
360-degree view of clients provides you with understanding of customer experience.
System Unification
Unify all departments into one confidentially segregated system
Financial Services Blueprint Feature Sheet
