Financial services companies are striving to differentiate themselves from the competition. However, in today’s challenging economic environment, the price, products, and distribution models can often be imitated by competitors.
Many companies are finding that the best way to attract and retain customers is to deliver an outstanding customer experience. Whether you specialize in offering products for banking, wealth management, or insurance, Microsoft Dynamics CRM helps you enable your people to develop meaningful and enduring relationships with your customers, while helping to improve profitability and operational efficiency.
We at Vivid Dynamics can help your company take advantage of templates and solutions designed for the financial services industry:
- Create targeted offers, identify high-value clients, and help increase share of wallet with a 360-degree view of customer information.
- Win customer loyalty and engender trust through personalized client services across multiple channels
- Automate key tasks and processes to boost operational efficiencies, and to support and utilise core competencies
- Reduce total cost of ownership (TCO) and extend the value of your IT investments through intuitive customization tools and simplified integration with existing systems
Wealth & Asset Management
Microsoft Dynamics CRM can help you become a trusted advisor to your customers, while helping to increase managed assets and reduce administrative overheads. We at Vivid Dynamics can help your company enjoy a plethora of benefits including:
- 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
- Improve the efficiency of your people with embedded desktop productivity features and a native Microsoft Outlook experience right within Microsoft Dynamics CRM.
- Capitalize on cross-sell opportunities, and maximize 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.
- Increase your operational efficiency by automating key tasks—from client acquisition to quarterly reports and regulatory-required processes.
Professional service organizations are up against increasing competition and pressure to maintain or increase profit margins. Clients today are looking for highly responsive and transparent service delivery with clear economic value.
The purpose of Microsoft Dynamics CRM and ERP solutions is to help service providers meet and exceed these expectations by delivering reputation-enhancing service experiences reliably across offices, practices, and time zones. We can help you develop your workforce to a team of dynamic service professionals—talented problem solvers who can adjust to changing client, market, and operational needs because their business applications and tools are integrated-by-design yet built-to-flex to evolving business demands.
Vivid Dynamics can deliver a Microsoft Dynamics business solution to assist you with:
- Business model innovation to create an organization with streamline processes that increase overall efficiency of project delivery
- Improving resource utilisation by balancing people and project assignments across offices, practices, and time zones while enabling virtual teams with rich, real-time collaboration.
- Improving your financial return
- Integrating systems to ensure maximum productivity – eliminate re-keying of information
- Management insight to measure profitability and make informed business decisions
- Better manage your business and drive operational excellence