CRM for Bank

WHY CHOOSE US?

• End-to-End Banking CRM: Leverage a comprehensive CRM built on Microsoft Dynamics 365 that integrates with external scoring, credit bureaus, the core banking system, telephony, BI, chatbots, websites, mobile apps, and messengers. • Streamlined Credit Conveyor: Automate credit processing for both individuals and legal entities with a transparent, step-by-step workflow supported by mobile and desktop notifications, SLAs, and parallel/sequential approvals. • 360° Customer View: Gain complete insights into your customer’s banking products, communication channels, interactions, and the effectiveness of your personal managers’ efforts. • Smart Cross-Sales & Marketing: Automatically trigger targeted cross-sales calls and personalized marketing—whether it’s upselling a car loan benefit or offering mortgage proposals based on customer behavior. • Omnichannel Support: Enjoy unified communications through our Customer Service Hub, combining chats, WhatsApp, mobile, and softphone calls, along with automatic language translation.

KEY FEATURES

High-Level Architecture: • Roles: Manager, Specialist, Analyst, Supervisor, Collector. • Integration with Microsoft Dynamics 365 plus external modules—scoring systems, credit bureaus, core banking solutions, telephony, BI, chatbot systems, websites, mobile applications, and messengers.

Cross-Sales Rules & Marketing Automation: • Trigger automated calls (e.g., a welcome call one month post-loan issuance) to upsell and renew various banking products. • Pre-programmed cross-selling rules (e.g., car loan triggers 24-hour roadside assistance, mortgage links to life insurance) and personalized marketing via SMS, email, push notifications, and in-app alerts. • Comprehensive analysis of customer activity: website visits, marketing email engagement, and product interest tracking.

Exclusive Banking Benefits: • Special Licensing: Gain access to a special licensing program offering up to 70% discounts. • Microsoft Co-Financing: Possibilities for co-financing parts of the implementation, pilot projects, or training initiatives.

BENEFITS

For Your Bank: • Efficiency & Transparency: Streamline credit workflows and customer interactions, ensuring consistent service levels across all departments. • Enhanced Customer Insights: Leverage the Customer 360° view to identify new revenue opportunities and optimize product offerings. • Improved Cross-Selling: Utilize rule-based triggers to increase the uptake of complementary banking and insurance products.

For IT & Operations: • Seamless Integration: Rely on robust Dynamics 365 integrations to reduce fragmentation and ease maintenance. • Scalability & Security: Built for mid-sized to large banking operations, with secure, GDPR-compliant data storage and flexible deployment options (cloud or hybrid). • Proven Expertise: Benefit from over 100 successful Dynamics 365 banking implementations.

TECHNICAL DETAILS

• Platform: Microsoft Dynamics 365 integrated with banking-specific modules. • Deployment: Cloud or hybrid deployments based on your organization’s infrastructure. • Security: Data remains in your tenant, fully GDPR-compliant with robust cybersecurity measures. • Support: 24/7 technical support provided via Microsoft Teams or through a dedicated service portal. • Licensing & Co-Financing: Enjoy up to 70% licensing discounts plus the opportunity for Microsoft co-financing on key project phases.

GET STARTED TODAY!

1. Book a Demo: See live how our CRM for Banking can transform your credit and customer management workflows.
2. Pilot Program: Initiate a pilot project with potential Microsoft co-financing and accelerated implementation timelines.
3. Expert Consultation: Work with our specialists to tailor the solution to your bank’s specific requirements.

WHY WE STAND OUT

• Comprehensive Integration: A unified CRM that connects all banking systems—from credit bureaus to mobile app notifications—eliminating information silos. • Tailored Credit Workflows: Dedicated features like the credit conveyor ensure faster, more transparent processing for both individuals and legal entities. • Proven Track Record: With over 100 Dynamics 365 banking implementations, our expertise is tried, tested, and trusted by leading financial institutions. • Exclusive Banking Benefits: Special licensing discounts and co-financing opportunities distinguish our offering in a competitive market.