Financial Services
Financial Service Transformation with Microsoft Dynamics
Whether you specialise in offering products for banking, wealth management, or insurance, Microsoft Dynamics CRM from Sysco Software helps you enable your people to develop meaningful and enduring relationships with your customers, while helping to improve profitability and operational efficiency.
Microsoft Dynamics 365 for Financial Services
Take advantage of templates and solutions designed for the financial services industry. Financial Services tools can:
Create targeted offers, identify high-value clients, and help increase share of wallet with a 360-degree view of customer information.
Help win customer loyalty and engender trust through personalised client services across multiple channels.
Automate key tasks and processes to boost operational efficiencies and to utilise core competencies.
Help reduce total cost of ownership (TCO) and extend the value of your IT investments through intuitive customisation tools and simplified integration with existing systems.
Wealth & 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 from Sysco Software.
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.
Help improve the efficiency of your people with embedded desktop productivity features and a native Microsoft Outlook experience right within Microsoft Dynamics CRM.
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.
Banking
Cultivate more profitable and enduring customer relationships by arming your front-line employees with a complete understanding of each customer’s account information, needs, preferences, interaction details, and product history.
Cultivate more profitable and enduring customer relationships by arming your front-line employees with a complete understanding of each customer’s account information, needs, preferences, interaction details, and product history.
Streamline key banking processes, such as account onboarding, loan origination, and case escalation, with automated workflows and guided dialogs.
Help increase wallet share and improve profitability by capitalising on cross-sell opportunities and by helping to ensure that pricing and banking policies are aligned to your retention strategies.
Better manage your exposure by seamlessly integrating with key systems to identify risk-elevating behaviours, such as late payments, low credit ratings, and other triggers.
Insurance
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 centralising policyholder information, including outreach activities, interaction and underwriting history, preferences, key relationships, and claims details—in a single repository.
Help increase client loyalty and renewal rates with faster inquiry handling, streamlined claims resolution, and proactive customer service.
Improve broker and agent agility with mobile solutions and tools that reduce busywork, freeing up time to have more relevant and meaningful customer conversations.
Gain unprecedented visibility into the sales pipeline, agent/broker productivity, client loyalty, claims processing, and more, with real-time dashboards and contextual analytics.
