Microsoft Dynamics ERP & CRM for Financial Services
Control finances and grow your business with strong financial management software
The financial management capabilities in Microsoft Dynamics ERP and CRM software solutions give you a way to raise the visibility of financial metrics and the effectiveness of financial management, financial forecasting and accounting throughout your organization—all using familiar tools and existing skills. Strong financial management, made possible by Microsoft Dynamics, helps you establish a firm foundation for realizing the potential of your business through strong, manageable growth.
Financial Management firms must also drive down the costs of their internal processes and provide better customer service to grow their businesses in the face of strong competition. These challenges are causing financial services firms to change the way they manage operations and client relationships. With the Microsoft Dynamics CRM solution, financial services firms will more effectively support their clients with more value-added services while streamlining business processes and lowering costs.
Microsoft Dynamics CRM Advantages
- Take advantage of existing Microsoft templates and solutions designed for the financial services industry.
- A full view of customer information allowing for easy identification of high-value clients.
- Increase customer loyalty/retention through personalized client services across multiple channels.
- Automate key tasks and processes to boost operational efficiencies and to utilize core competencies.
- Reduce total cost of ownership
- Extend the value of your investment with intuitive customization tools
- Simplified integration with existing systems.
- Benefit from Microsoft in the cloud, and it’s leading security infrastructure.
To learn more about Microsoft Dynamics for Financial Service firms, please CONTACT US.