Microsoft Dynamics CRM 365 partner for customer engagement

Financial Services Industry

Financial Services Industry

The financial services sector is experiencing an active period of transformation, either through the evolution of demand, competition consolidation or regulatory changes. You need to understand these changes to better adapt and find opportunities.

  • Are you struggling with implementing the new MRCC2 Securities’ rules in your organization?
  • Does the change of generation between the baby-boomers and their children, influence discussions that you’re having with your clients? Are those discussions leading to a rising trend in capital leaving the portfolio that you manage?
  • Are you coping with your customers’ inquiries through all channels of communication (voice, email, text, chat, self-service…)?
  • Are you able to recall all communications you’ve engaged with any customer as well any of their important life changing events?
  • How are you coping vis-a-vis the increasing requirement of your consumers to modernize your approval processes to be competitive with the new Fin Tech players?
  • Does your Web site generate sufficient quality leads? Are you better positioned than your competitors?

Our offers

You will be able to define the steps taken by your client from the moment they notice their needs, to the moment they make the purchase. Learn how to define the particular roles that each of your employees will have in your customer’s journey

Modernize your customer service process by strategically using the CRM and the self-service tools with regards to your company’s business objectives.

Create a 360-degree view of your customer base to develop a more efficient client service resolution methodology.

Develop key performance indicators that will allow you to predict the impact of your marketing activities.

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Create a customer engagement environment for your customers with Dynamics 365 (formerly known as Microsoft Dynamics CRM)

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