Become a digital, innovative company with focus on the customer

The pressure to accelerate digital transformation is unprecedented in the financial business world. Microsoft Dynamics 365 business applications have proven their value to support and accelerate digital transformation. For banks and insurance companies, Net IT helps you to quickly build CRM solutions for sales, marketing and service on top of Microsoft Dynamics 365 Sales, Microsoft Dynamics 365 Marketing, Microsoft Dynamics 365 Service and Microsoft Power Platform.

The challenge

Rapid digitalization is forcing financial services companies to rethink business models and operations. Customers expect a personalized experience across all different channels.

Ideal solution

360°view on your customer

We enable your company to securely centralize customer information and analyze their needs. This way you can better understand your customers and provide them with the personalized service they expect. Offer them the right product, at the right time, through the right channel. Strengthen your role as a trusted advisor.

Optimized business processes

Together we map out your most important business processes and see which ones can be automated with Microsoft Dynamics 365 and Power Platform. We help you to optimize office operations by streamlining complex tasks and provide intelligent, easy-to-use digital tools to your employees.

Empower employees

Empower your employees with modern digital tools that enable them to work smarter, develop deeper relationships with customers and deliver excellent customer experiences.

Please note that the given price is a ballpark estimate. Based on your specific requirements, Net IT will create a workbreakdown structure including estimated workload and pricing. Net IT will provide a commercial proposal for the project services, for the licensing of the users and for post go-live support services.

CRM for Financial Services: 10-Mo Impl

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