Global Comarca is using Microsoft Dynamics CRM to help you enable your people to develop meaningful and enduring relationships with your customers, while helping to improve profitability and operational efficiency. Whether you specialize in offering products for banking, wealth management, or insurance, the best way to attract and retain customers is to deliver an outstanding customer experience.
A complete end-to-end solution for financial organizations
In today’s challenging economic environment, many financial services companies are striving to differentiate themselves from the competition. However, price, products, and distribution models can often be imitated by competitors, and financial customers are more demanding than ever.
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 enables your people to develop meaningful and enduring relationships with your customers, while helping to improve profitability and operational efficiency.
Microsoft Dynamics CRM can help your boost profitability, increase customer retention, and proactively manage risk with CRM that’s designed to meet the needs of the banking industry. When your front-line employees are armed with a complete understanding of each customer’s account information, needs, preferences, and interaction history, they are able to cultivate more profitable relationships with those customers.
Streamline key banking processes, such as account onboarding, loan origination, and case escalation, with automated workflows and guided dialogs. Capitalize on cross-sell opportunities, and help ensure that pricing and banking policies are aligned to your retention strategies so you can increase wallet share and improve profitability. Better manage your risk exposure by proactively identifying risk-elevating customer behaviors. Microsoft Dynamics CRM can help you slash operational costs across branches, call centers, and offices by minimizing administrative tasks with intuitive productivity features.
Take advantage of our experience and the Microsoft templates designed for Financial Services industry. With Microsoft Dynamics CRM, you can not only know your customers better but also become truly customer-centric, winning loyalty and trust through personalized client services offered across multiple channels.
Workflow automation helps you streamline key tasks and boost operational efficiencies while freeing your people to pursue their core competencies. Intuitive customization and seamless integration with your existing IT infrastructure help reduce total cost of ownership (TCO) and can extend the value of your IT investments. And with Microsoft, you benefit from the multi-billion dollar investment we’ve made in the cloud, a leading security infrastructure, and a 99.9-percent uptime service level agreement (SLA) with Microsoft Dynamics CRM Online.
The integration capabilities of Dynamics CRM allows you integrate with your current systems, even old legacy ones. All the integrations can be done with many different sources from plain text files, XML or table in any database to web services from in-house systems or cloud. Interfaces are always a high risk in every implementation, with Dynamics CRM you reduce this risk with a very stable and configurable system.
Your sales team in field needs mobile solutions with offline capabilities in order to get information from customers and work with the CRM. Dynamics CRM provides mobile apps for Android (Phone and Tablet), IOS (Iphone and Ipad), and Windows Phone. If you prefer the sales team can use Dynamics CRM from standard Windows OS in Notebooks and integrated with Outlook.