Services
CRM for Financial Services

In today’s economy, organizations in the financial services industry need to find a way to attract and retain customers – and that is through delivering outstanding customer service. PowerObjects will tailor a Microsoft Dynamics CRM solution that will empower your team to become trusted advisors to customers, increase customer retention, boost profitability, and proactively manage risk while helping to increase managed assets and reduce administrative costs. PowerObjects has the experience and expertise to develop effective solutions for Financial Services in the areas of wealth and asset management, insurance, banking, and more.

Tailored Solutions for Financial Services

The financial services industry needs a platform that is more than a single point solution. PowerObjects can help your financial services organization develop a customized Dynamics CRM solution to help you centralize and manage extensive customer data; streamline and automate processes; develop long-term customer relationships; and improve sales and service. We can build you an integrated sales management, strategic marketing, and customer service platform tailored exactly to your needs.

What can CRM for Financial Services do for your organization?

  • Easily access a centralized and 360-degree view of customer data to equip your frontline employees with the information they need to deliver an optimized customer experience

  • Provide an efficient means to input data, as well as immediate insight into actionable, real-time analytics

  • Deliver better visibility into the sales pipeline

  • Get your organization ahead of the competition by streamlining and automating key banking and insurance processes

  • Seamless integration with existing systems to boost efficiency – no need to flip between platforms

  • Allow your advisers to send targeted offers to each customer based on their individual profiles, risk tolerance, and needs

  • Reduce operational costs and on-boarding time across all branches and departments

  • Enable contact centers to handle more interactions and anticipate customer needs

  • Provide mobile access for agents and brokers for work on the go

  • Deliver an affordable, scalable solution

Financial Services and Contact Centers

PowerObjects has implemented Microsoft Dynamics CRM solutions for contact centers and understands the unique challenges they face. We develop tailored solutions that enable contact centers to handle more interactions and provide an optimized customer experience.

  • Agents can anticipate customer needs by having a complete understanding of customer account information, interaction details, preferences, and history all in one platform.

  • With access to real-time customer information, your financial advisors will build lasting customer relationships and be able to deliver tailored advice and accurate service.

  • Cut your operational costs by minimizing administrative tasks with an intuitive interface.

  • Boost client loyalty and renewal rates with efficient claims resolutions, quicker inquiry handling, and proactive customer service.

  • Our mobile solutions and tools will help brokers and agents work on the road and eliminate busywork – allowing them more time for relevant and meaningful customer conversations.

Solutions for Financial Services
Receive your free white paper “Solutions for Financial Services with Microsoft Dynamics CRM” by filling out the form below and learn how Microsoft Dynamics CRM can take financial services organizations to the next level by reducing costs, increasing productivity, and improving the bottom line.
Get the CRM 2015 Upgrade Checklist
Receive your Microsoft Dynamics CRM 2015 Upgrade Checklist by filling out the form and learn what steps you need to take before an upgrade to Dynamics CRM 2015.

What do you get with PowerObjects as your CRM for Financial Services partner?

PowerObjects is 100% focused on providing service, support, education and add-ons for Microsoft Dynamics CRM. Our customer-centric approach will ensure that your solution is tailored to your organization’s needs, that you can maximize your user-adoption with our education and training programs taught by our team of Dynamics CRM experts, and receive on-demand technical help from our dedicated support team. We make sure you get the most out of Dynamics CRM! When you work with PowerObjects, you work with the Microsoft Dynamics CRM Partner of the Year for two years running. We’ve learned from working with hundreds of customers what it takes to make a CRM implementation successful and have put that knowledge into action to help you get the most from your CRM investment.