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Microsoft Dynamics 365 & Dynamics CRM experts provide reviews and opinions to aid professionals with the Dynamics 365 selection process.

 
 
Ryan Plourde, Crowe

6 Hurdles Facing Community and Regional Banks

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What challenges is your bank trying to overcome? Based on our work with two-thirds of the top 100 banks in the USA we know many organizations are currently facing these hurdles:

  1. Growth in deposits
  2. Increase of Non-bank competition
  3. Declining branch traffic
  4. Embracing Digital transformation
  5. Shrinking margins
  6. Ongoing legacy branch expenses

These are all complex problems and no single solution exists to vault your organization past these hurdles, however, adopting the right technology can help.

Microsoft provides the platform for enabling Digital Transformation in the Banking industry by providing the tools your employees use and live in every day, integrated to powerful applications and analytics technologies.  This platform provides the ability to create Modern Workplaces with integrated Business Applications and Analytics to better engage customers, empower employees, and optimize operations.

The Microsoft platform enables value through:

  • Familiar Outlook and Office interfaces for one connected platform
  • Industry-leading business applications for customer engagement, sales, service, and call centers
  • Relationship and Social networking tools like industry-leading LinkedIn
  • Best in class Analytics and Artificial Intelligence (Gartner 2019)
  • The Strength and security of the Azure Cloud
  • Reduced IT burden and cost efficiencies in software licensing

Microsoft applications also enable efficiencies by providing:

  • Improved Customer experience with consistency, accuracy & visibility
  • Centralized 360-degree customer view
  • Consolidated industry-accepted data model to support application and analytical growth of your organization
  • Streamlined operations and efficiency through workflow

Crowe elevates this Microsoft technology a step further, by customizing it specifically for the banking industry and banking operations

Crowe CRM for Banking

Crowe leverages the Microsoft Digital Transformation platform to provide additional value by enabling banks to improve the customer experience, network and expand relations, improve internal operations, and leverage advanced analytics in everyday use.

Microsoft Office, Outlook and LinkedIn Integration

  • Seamlessly integrated into the tools you use every day
  • LinkedIn provides integration for relationship building and lead generation

Surface Real-Time Actionable Insights

  • View branch and lending scorecards
  • Maintain activities and tasks
  • View and manage appointment calendars
  • Manage sales pipeline and reporting
  • Automate tasks and workflow approval queues
  • Manage referrals to goals
  • Measure marketing effectiveness

Complete 360 Customer View

  • Quick access to customer details
  • View financial and customer summaries
  • Consolidated timeline of all customer touches
  • Get outside perspective with third-party Insights and LinkedIn
  • Directed sales and service with Relationship Assistant providing users with next steps

Key characteristics of Crowe for Banking

  • Data and information visibility
  • Targeted sales outreach or customer service
  • Ease of use, replace desk-tops and teller stations
  • Drive production, improve relationship management
  • Safe, secure and integrated

Crowe CRM for Banking

Crowe CRM for Banking powered by Microsoft Dynamics 365 empowers bank staff with the tools and information needed to efficiently deliver high-quality, personalized service - for all interactions across all channels.   It gives managers and team members the information they need to be effective.

Crowe CRM for Banking on Microsoft AppSource

For more information, contact us at crminfo@crowe.com.

By Ryan Plourde, Crowe, Microsoft Dynamics 365 Gold Partner, www.crowecrm.com

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