With a smarter generation of customers, the hassle-free and personalized banking experience have become essential for customer acquisition and retention. Today’s clients need access to their financial data securely within their comfort zone. Online banking structure is now rapidly replacing conventional face-to-face interactions. And tools such as the Microsoft Dynamics 365 banking accelerator has enabled banks and other financial institutions like wealth management to build better data-driven financial services solutions.

How Dynamics 365 Improve Operational Efficiency?

• You will be able to adapt to the changing demands of the market. The Dynamics 365 will bring agility and efficiency to your bank’s financial system, ensuring great customer service and management.
• Through personalized workflow automation and task standardization, you will be able to deliver a consistent customer experience.
• Dynamics 365 is a highly configurable and scalable platform and comes with easy-to-use tools.

Microsoft Dynamics 365 in Wealth Management:

The wealth management landscape is shifting rapidly. Therefore, your wealth management CRM has to be forward-thinking. The leading companies are those that evolve, adapt to the digital environment, invest in platforms that drive client acquisition, strengthen relationships, meet the demands of the regulatory environment, and deliver the digital client experience.

Dynamics 365 for wealth management (WM) is a comprehensive solution for banks and other financial institutions.

• It can maximize client value through the use of smart applications. Dynamics 365 for WM can identify and prioritize essential clients, accurately assess their value to your company, and build a customized communication strategy to nurture long-term relationships.

• It can deliver a digital, holistic client experience. With demand for a more personalized, digital customer experience, Dynamics 365 can help ensure your company delivers innovative, customer-centric marketing, communication, and investment strategy.

• It can track and analyze beneficial relationships, prospective investments, and referrals to increase your chances of attracting new customers. The more your access detailed intelligence, the better your company demonstrates an affinity with the needs of each potential customer. And that increases the chance of new acquisition.   

• It can build a better collaboration tool for your team to access critical data. More than just a data platform, Dynamics 365 is a powerful tool on which your team can collaborate. Offering a holistic overview of every customer, CRM can help prevent the problems related to teams working in one system/department, leading to a more customized, more efficient client engagement strategy.

The Bottom Line

When it comes to Microsoft Dynamics 365 for Banking and Wealth Management, partnering with a firm that can equip you with the technology and expertise to meet the customer’s demand and a new generation of investors is an excellent decision.

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Global iTS is a leading Microsoft Dynamics 365 ERP and CRM Partner with offices all over GCC (Bahrain, Saudi Arabia KSA, Oman “Muscat”, UAE “Dubai”, and Kuwait), with domain expertise in Financial Services Sector Digital Transformation like” Retail Banking, Commercial Banking, Insurance Providers, Private Equity, and Investment Banking.