Financial Services

Industry Solutions – Financial Services

Do more for your clients and prospects 

Banks, insurance companies, and securities firms must drive down the costs of their internal processes and provide better customer service to grow their businesses in the face of strong competition. With the right customer relationship management (CRM) solution, financial services firms will more effectively support their clients with more value-added services while streamlining business processes and lowering costs.

Microsoft Dynamics CRM provides intuitive prospecting and customer relationship management tools that are natural extensions of Microsoft Office system applications. By giving your customer-facing advisors and representatives access to the right information at the right time, Microsoft Dynamics CRM provides greater client insight, improves customer service, and helps your firm attract and retain profitable clients.

From retail banking and wealth management to insurance, Microsoft Dynamics CRM provides a comprehensive view of your customer so you can:

Financial Services Industry - Arcos Technologies Inc.* Help build customer loyalty by delivering consistent, high-level customer service across all channels

* Identify high-value clients andtake advantage of new revenue opportunities

* Extend the value of your IT investment by integrating with your core systems and existing applications


Provide a comprehensive view of the client

  • Gain real-time visibility into customer data from multiple databases
  • Track all customer-facing interactions across multiple communication channels
  • Monitor and analyze customer needs to maximize cross-sell/up-sell opportunities and quickly adapt for changing customer needs

Reduce the administrative burden on financial advisors

  • Enable financial advisors to work more efficiently across information sources and distribution channels
  • Integrate sales, marketing, and customer service
  • Easily incorporate changes for regulations and compliance

Improve banking customer service

  • Renew channels, such as ATMs, call centers, teller systems, or in-branch advisor systems, with reusable business components
  • Improve consistency of customer service across channels

Link disconnected insurance processes and systems

  • Integrate applications and workflow processes that span distribution networks, service providers, policy administrators, claims processing, and re-insurance
  • Create a seamless link with the customer