Attract leads by personalising interactions and increase sales team productivity by automating the sales process.
Easily integrate new customers and effectively engage them to build loyalty.
Increase customer satisfaction by anticipating and proactively resolving customer issues.
Standardise processes with powerful, low-code, no-code automation.
77%
of banks and financial institutions said that leveraging data improves their ability to connect with their customers.
Source: Oxford Economics (2020)
97%
of banks say that their interactions with an in-house or outsourced IT department are important or critical to their success.
Source: Oxford Economics (2020)
Banking and financial institutions are under increasing pressure to improve customer benefit in a highly regulated and competitive environment.
The democratisation of online payments, the multiplication of savings services, data management and the emergence of neo-banks: the financial sector must reinvent itself and innovate to meet the expectations of consumers seeking greater security, proximity and flexibility.
Move beyond transactional financial management to implement proactive operations that improve decision making, protect revenue, mitigate risk and reduce costs.
Make real-time, data-driven decisions with Dynamics 365. Manage gross revenues. Drive sales. Easy to manage.
Read moreStructure your company's data and flows (production, finance, sales, service). Quick to implement. Manage your business with a single cloud-based ERP solution.
Read moreA modern, high-performance tool offering complete functional coverage. Customisable tool. Cloud solution. Tailored pricing. Simple & connected ERP.
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