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The solution is based on the Microsoft Dynamics CRM platform and is tailored for retail banks, commercial banks, investment banks, credit unions and private bankers.
Bank and Credit Union Management provides functionality that will help financial institutions manage customer transaction data and turn into useful marketing analytics and create help them develop broad programs that will make customers feel more connected, and enthusiastic and dedicated to their solutions and services.
Signatures can be scanned in from a paper copy or automatically captured on an electronic signature pad. Automatically Recommend Financial Products based on past history and balances. Organize various types of campaigns including mail, email, phone and event campaigns.
Run Tailored Marketing Campaigns for Customers. Track Responses of a campaign. Tracking of expected close date to actual close dates Automatic escalation of cases if beyond expected close date Customer service cases have target dates automatically predicted.
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Microsoft Dynamics Integration software for CRM/Sales, AX/Operations and NAV/Financials that is a cost-effective, easy-to-use, and high-performing. Microsoft customer stories. See how Microsoft tools help companies run their business.
Get a practical introduction to Microsoft Dynamics CRM now updated for Microsoft Dynamics CRM Microsoft Dynamics CRM is a value-packed customer-relationship management (CRM) solution for small- and mid-market businesses.
Microsoft Dynamics CRM is a fully integrated customer relationship management (CRM) system.
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