JourneyTEAM Logo

Contact JourneyTEAM for a free demo

Contact Us

Microsoft Dynamics Solutions for Financial Services


Banks, insurance companies, and securities firms must drive down the costs of their internal processes and provide better customer service to grow their businesses in the face of strong competition. With the right customer relationship management (CRM) solution, financial services firms will more effectively support their clients with more value-added services while streamlining business processes and lowering costs.

Microsoft Dynamics CRM provides intuitive prospecting and customer relationship management tools that are natural extensions of Microsoft Office system applications. By giving your customer-facing advisors and representatives access to the right information at the right time, Microsoft Dynamics CRM provides greater client insight, improves customer service, and helps your firm attract and retain profitable clients.

Provide a comprehensive view of the client

  • Gain real-time visibility into customer data from multiple databases.

  • Track all customer-facing interactions across multiple communication channels.

  • Monitor and analyze customer needs to maximize cross-sell/up-sell opportunities and quickly adapt for changing customer needs.

Reduce the administrative burden on financial advisors

  • Enable financial advisors to work more efficiently across information sources and distribution channels.

  • Integrate sales, marketing, and customer service.

  • Easily incorporate changes for regulations and compliance.

Improve banking customerservice

  • Renew channels, such as ATMs, call centers, teller systems, or in-branch advisor systems, with reusable business components.

  • Improve consistency of customer service across channels.

Link disconnected insurance processes and systems

  • Integrate applications and workflow processes that span distribution networks, service providers, policy administrators, claims processing, and re-insurance.

  • Create a seamless link with the customer.

Next steps

Contact us to request more information or to speak with a Microsoft representative.