Microsoft Dynamics 365 for Banks is a comprehensive solution that is designed specifically for financial institutions such as banks, credit unions, and other lending institutions.
Adapt quickly to the changing demands of the market, and bring agility and efficiency to your operations ensuring exceptional customer service and business management.
Deliver consistent customer experience across locations and channels through customizable workflow automation and task standardization.
Highly configurable and scalable platform along with widely adopted, easy-to-use tools to optimize your existing business and technology architecture.
Dynamics 365 is helping banks across the world to manage the entire customer lifecycle and deliver exceptional customer service.
A single dashboard to manage all customer information including preferences, transactions, holdings, and communications history providing a complete overview of the client.
Track all forms of communication automatically including emails, phone calls, meetings and other interactions with account holders. An option for setting up and managing routinely scheduled formal correspondence is also provided.
Access to all client financial transactions, accounts, and holdings, which enables to create custom reports based on the specific needs of your management team.
Maximize the sophistication by which the organization shares and manages client data while complying with the industry regulations and privacy legislation by using auditing and field level security enterprise modules.
Dynamics 365 is a unique product that understands the changing needs of the market and how best to help your business flourish.
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We have plans which will meet your needs, and if not we can tweak them around a bit too!
You might have been drawn to Dynamics 365 by its extensive list of features, attractive licensing costs, or seamless integration with the Microsoft stack, but there are a few to-dos for you to ensure that the migration turns out to be a winning move for your business.
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