ERP & CRM Software Solutions that Optimize Business Performance

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Microsoft Dynamics for Professional Services

Financial Services

Microsoft Dynamics for Professional Services

In today's challenging economic environment, many financial services companies are striving to differentiate themselves from the competition. However, price, products, and distribution models can often be imitated by competitors. Many companies are finding that the best way to attract and retain customers is to deliver an outstanding customer experience. Whether you specialise in offering products for banking, wealth management, or insurance, Microsoft Dynamics CRM helps you enable your people to develop meaningful and enduring relationships with your customers, while helping to improve profitability and operational efficiency.

Wealth and Asset Management

You can become a trusted advisor to your customers, while helping to increase managed assets and reduce administrative overhead with Microsoft Dynamics CRM.

  • Build long-term loyalty by providing your advisors with tools and real-time customer information that allow them to deliver tailored advice and accurate service.
  • Capitalise on cross-sell opportunities, and maximise client profitability by delivering targeted offers to each customer/household based on their unique profile, risk tolerance, and needs.
  • Seamlessly track sales activities, isolate key trends, and identify your most valuable customers with powerful analytics and real-time dashboards.
  • Increase your operational efficiency by automating key tasks—from client onboarding to quarterly reports and regulatory-required processes.


Change your organisation from policy-centric to customer-centric, helping your people to be more effective, with Microsoft Dynamics CRM.

  • Capitalise on new sales opportunities and help improve operational efficiency by centralizing policyholder information, including outreach activities, interaction and underwriting history, preferences, key relationships, and claims details—in a single repository.
  • Improve broker and agent agility with mobile solutions and tools that reduce busywork, freeing up time to have more relevant and meaningful customer conversations.
  • Help ensure that you meet regulatory compliance by using robust workflow and auditing capabilities to automatically capture and track key data areas.

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