Financial Services

Digital disruption has transformed
the Financial Services Industry

Financial Services

Microsoft Dynamics 365 is a CRM solution for the financial industry offering the latest innovations
in artificial intelligence, self-service and automation to an industry where time, efficiency
and quality of customer experience are critical. Mobile, scalable and secure
Microsoft Dynamics 365 covers every part of your business. 

Main Challenges

Transactions in the financial industry are too large and complex for some of the outdated technologies that currently exist to handle 

  • New companies backed by big investment groups are creating new challenges 
  • Legacy companies need to compete with digital natives on today’s playing field 
  • Meeting the demands of a highly-digitized public in an enormous industry 

AlfaPeople Solution

Microsoft Dynamics 365 and Microsoft Power Platform are extremely flexible both in terms of creating the right interface solutions for the end customer and unifying different aspects of the business to deliver the best customer experience. Microsoft solutions for Financial Services also excels at gathering data and using data actively to improve the processes of the company.  

  • Unparalleled digital tools to increase the bottom line and growth 
  • Meeting the ever-increasing demands of customers for quality 
  • Intuitive, real-time management of multiple parts of the value chain

Efficiency and customer engagement
with Microsoft Dynamics 365

With its focus on efficiency and customer engagement, Microsoft Dynamics 365 comprises CRM solutions for the financial services industry offering the latest innovations in artificial intelligence, self-service and automation to an industry where time, efficiency and quality of customer experience are critical. Mobile, scalable and secure Microsoft Dynamics 365 covers every part of your business. 

Flexibility

Microsoft’s powerful technologies for the financial sector meet the needs of businesses across the asset management, insurance and banking sectors, where precision, professionalism and smart decision-making are key differentiators. Microsoft Dynamics 365 and Microsoft Power Platform have the tools to meet the needs of every player in the vast and complex financial services industry. Integration is simple and flexible. Microsoft Dynamics 365 is the solution for the financial industry that offers more than just efficiency and improvements in daily operations – it also serves as an engine for growth and competitiveness.

Simplicity

Enjoy simple integration and insight across company departments and datasets with Microsoft Dynamics 365. Microsoft Dynamics 365 and Microsoft Power Platform combines customer data into a single, secure database that feeds other parts of the Dynamics 365 ecosystem such as self-service portals, enabling instant and intelligent interaction between the business and the customer. With a relevant focus on efficiency and customer engagement, Microsoft Dynamics 365 is a CRM solution for the financial industry that brings the latest innovations in artificial intelligence, self-service and automation to an industry where time, efficiency and quality of customer experience are critical to competitiveness.

Power on the frontline

Microsoft Dynamics 365 supports all aspects of the frontline of any business: customer service. Many new players in the financial market have developed their businesses around a customer-centric approach. These companies are characterised by a high degree of flexibility and digitalization that enables them to adjust their business extremely efficiently according to market trends and the needs of the customer. Legacy companies within the financial sector need to focus on multi-channel customer service and customer experience, transparency, personalisation and identification to keep up with the new players in the market. Customer service, customer experience and personalisation are keywords in today’s financial world. Microsoft Dynamics 365 allows users to personalize products and services to provide optimum customer service in every facet of their business.

In the Cloud

Microsoft Dynamics 365 is a shortcut for companies within the financial sector that have access to Cloud-based technologies for efficient management of accounts, human resources and datasets. With Microsoft Azure (Microsoft’s Cloud infrastructure and services) and Office 365, the power of Dynamics 365 reaches new heights, giving users independence, storage, scalability and availability.

microsoft Dynamics 365 screens

Microsoft Dynamics 365 is a CRM solution for the financial industry offering the latest innovations in artificial intelligence, self-service and automation to an industry where time, efficiency and quality of customer experience are critical. Mobile, scalable and secure Microsoft Dynamics 365 covers every part of your business. 

If you would like to know more,
we are always ready to answer your questions.

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