Crowe CRM for Banking Powered by Microsoft Dynamics 365 - Video Overview

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Would your bank like to increase profitability and efficiency plus improve customer engagement and the customer experience?

According to a 2018 report by The Financial Brand, banks and credit unions that digitally transform can achieve a 20% increase in revenues and a 30% decline in expenses. You can build a truly customer-centric business model with a bank CRM software that automates sales processes, increases social selling, delivers consistent customer service, and provides the necessary marketing insights to boost sales.

Crowe CRM for Banking, powered by Microsoft Dynamics 365, could be exactly the bank CRM software you need to propel your digital transformation. Watch this 5-minute overview video to learn more:

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Crowe CRM for Banking Overview Video Transcription:

To establish profitable long-term relationships, banks must fully engage customers more quickly and nurture those relationships over the long term. Prioritizing the customer experience is not only vital for growth but for survival in a far more crowded market.

Crowe CRM for Banking, built on Microsoft Dynamics 365, provides a true 360-degree view of the customer with visibility to all customer touchpoints throughout the bank.

Crowe CRM for Banking helps improve your productivity through seamless integration with familiar Microsoft Office 365 applications.

Customer experience and relationship management is also enhanced through social tools like LinkedIn and Skype.

Each time you access Crowe CRM for Banking, a personalized dashboard provides instant visibility into the data most important to you. A quick snapshot of account openings and closings can help you measure branch activity. A drill down into the details can provide more information.

For example:

  • Did people open their accounts by walking into a branch, from the website, or from their mobile phones and tablets?
  • Deposits against performance goals illustrates growth in deposits from new accounts.
  • The total volume and type of accounts managed can also be a key performance indicator for your bank.
  • Managing expenses and bank revenue against the budget provides real-time insights into the bank's operating profit.
  • Measuring referrals illustrates how active branch employees are cross-selling other bank offerings.

Operational dashboards provide a personalized workplace unique to an individual's need to plan and manage their activities and tasks. Such as upcoming phone calls or appointments, work items created by automated process flows, and other performance indicators such as customer referrals.

Many banks struggle with sales productivity and marketing performance. Sales dashboards provided a visual representation of how marketing campaigns are translating into sales pipeline and ultimately, new revenue.

Navigating through Crowe CRM for Banking couldn't be easier. From the main menu, we can access all of the main areas of the system.

Let's start by looking at corporate or business accounts. By default, the 'active accounts' list view is presented. Let's find Access Corp. They're one of our top customers and I want to review their information before I meet with them. To open an account record, just click on it.

The account form provides a wealth of client information, all on one screen.

  • The summary tab displays a customer profile including a financial summary, a timeline of interactions, and insights that deliver targeted intelligence.
  • Our relationship assistant provides actionable alerts about important upcoming events, tasks and other to do's.
  • Connections provide company contact information as well as who within the bank is managing each relationship, and in what capacity.
  • Bank products illustrate the history of all products and services the bank has provided the customer. The 'sales and support' tab can be used to create and manage upcoming activities, current sales opportunities, and support cases related to a customer.
  • Operational work items provide the ability to submit and manage workflow processing such as address changes, ACH transactions, and any other customer requests that require processing.
  • The profile tab provides additional details and history you may want to track.

As you can see, the user interface is easy to navigate, with a lot of information at your fingertips.

Now let's take a look at Ryan Palmer's profile, the CFO of Access Corp. I have an upcoming meeting with Ryan regarding a commercial loan to finance new equipment, and I'd like to review his contact information and any past communication with the bank. LinkedIn integration allows me to view Ryan's profile to better understand any key insights that might help build rapport and personalize our conversation.

  • The icebreakers tab shows the person's highlights, shared posts, and published articles. These can be great conversation starters. It can also help you better understand a person's areas of interest.
  • The get introduced tab provides an opportunity to contact the people in your contacts networks and their connections, simply by asking for an introduction.
  • The related leads tab shows the recommended potential leads who worked for the same company and have similar characteristics as your connection.

Crowe CRM for Banking helps banks overcome strategic challenges with Microsoft Dynamics 365. It helps establish a customer-centric business model, so banks can better anticipate customer needs and proactively deliver personalized service. It reduces the risk and consequences of human error by automating complex business processes. It increases bank productivity by reducing repetitive time-consuming tasks. It provides the insights needed to increase sales with a proactive and data-driven sales and marketing strategy.

Crowe CRM for Banking supports retail, commercial, small business banking needs, including relationships, sales pipelines for loans, and wealth management.

Why choose Crowe?

The Crowe team are leaders in the banking industry. Our banking and technology professionals have the expertise and innovative experience to help you meet your biggest challenges.

  • Retaining 50 of our bank clients for more than 20 years
  • Serving more than 1800 financial services clients
  • Working with more than 2/3 of the top 100 U.S. banks

Download the eBook: 5 Ways Banks Overcome Strategic Challenges with Microsoft Dynamics 365

Crowe CRM for Banking is now available. To learn more about how the right bank CRM can transform your bank, contact Crowe CRM at

By Ryan Plourde, Crowe, Microsoft Dynamics 365 Gold Partner,

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