There are 5 strategies banks can use to overcome challenges with the help of Microsoft Dynamics 365.
Strategy 1: Personalize the customer experience
To establish profitable long-term relationships, banks must fully engage customers more quickly and nurture the relationships over the long-term.
Strengthening the customer experience starts with all departments – from branches and sales to operations and service – being on the same page.
How Dynamics 365 can help: Utilize a holistic customer view and provide insights
Complete, organized customer profiles provide visibility into all the customer touchpoints across the bank. This 360-degree view of the customer enables more effective communications and can deepen customer engagement.
Customer Insights proactively provides intelligence about each customer and what they may want or need, which can facilitate staff communications with your customers.
Full details of retail and commercial accounts, such as outstanding actions, completed actions, upcoming milestones and meetings, and details on call center cases provide the insight needed to foster and support customer relationships.
73 percent of customers say that valuing their time is the most important thing that a company can do to provide them with good customer service. Source:
Guided processes, knowledge integration, and automated workflows across all departments and processes help to complete the correct actions in a timely and quality manner.
Traditional banking customers seek more personal or tailored solutions and are happy to consider alternatives to traditional banks. Source: Gartner
Interested in more strategies? Download the full white paper:
Learn how banks can use Microsoft Dynamics 365 to help improve the customer experience, streamline processes, optimize opportunity management, build relationships, and modernize lead generation.
Crowe CRM for Banking
Crowe works with 1,800 financial services organizations across the country, including more than two-thirds of the top 100 U.S. banks. With
For more information about Crowe CRM for Banking, contact us at +1 877 600 2253 or visit
By Ryan Plourde, Crowe, a Microsoft Dynamics 365 Gold Partner
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