AlfaPeople-Financial services 394x394-ea2419

Financial Services

AlfaPeople’s vision is to assist financial institutions with the transition from a transaction-centric business to a customer-centric one. CRM technology from Microsoft Dynamics can play a significant role in a business transformation of this kind by providing a real-time, highly sophisticated technology solution.

AlfaPeople enables this critical journey by providing insight and implementing technologies to drive greater operational efficiency and optimise all customer interactions to make them more meaningful and valuable to both provider and the customer.  Achieving these goals, in particular by seeing the important social networks and channels as an opportunity and not a threat, will undoubtedly help to earn back consumer and customer trust, whilst meeting regulatory and compliance obligations.  Let our team help you to design and deliver amazing customer experiences, every time.

Dynamics CRM benefits

  • Track emails, appointments and other activities across B2B and B2C
  • Automate marketing activities on all channels, including email and social media
  • Communicate with customers using knowledge from previous purchases and customer profiles built through social and email marketing
  • Allow customers to submit their claims through a customer portal and social channels
  • Manage leads and opportunities from any device

Dynamics AX benefits

  • Helps to increase managed assets and to reduce administrative overheads
  • Meets the needs of the capital markets industry
  • Use streamlined tools and real-time customer information
  • Workflow automation helps you simplify key tasks and boost operational efficiencies
  • Helps you transform your organisation from being policy-centric to customer-centric

Power BI Benefits

  • Take the most commonly used BI solution, EXCEL, and add the ability to build and share financial dashboards via Office 365
  • Use Power BI for financial forecasting and reporting
  • Consolidate data from multiple financial data sources into a single ‘view of the truth’
  • Handle large volumes of financial data
  • Work with native interfaces with AX for financial and budget data

AMF benefits

  • Can be seamlessly integrated into your existing IT organisation
  • Several high quality gates ensures appropriate decisions and working solutions
  • Benefit from a high level of responsiveness to ensure continuous, full-service attention
  • Technical Ownership ensures your solution is always stable and up-to-date
  • Rely on a dedicated team and not an individual

Parature benefits

  • View your customer’s interactions with your organisation across all channels
  • Provide a personalised and consistent service while increasing customer satisfaction
  • Improve Customer Service Representative productivity with easy-to-update systems and access to a knowledge centre

Client Success Stories

Demain Foundation
Dynamics CRM
Professional Services

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Schrader Camargo
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See all

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