With a smarter generation of customers, changing historic banking practices has become inevitable for customer acquisition and retention. Today’s customers want access to their financial data securely within the comfort of their home, and at the same time, fast and personalized service when they step into a bank.

New age technology within Microsoft Dynamics 365 has made access to customer information simple, aiding banks in providing appropriate and effective support.

Predict customers’ needs and meet them with personal attention to build relationships and revenue

Predict customers’ needs and meet them with personal attention to build relationships and revenue

Predict customers’ needs and meet them with personal attention to build relationships and revenue

Improved Operational Efficiency through Microsoft Dynamics 365

Adapt quickly to the changing demands of the market, and bring agility and efficiency to your operations ensuring exceptional customer service and business management.

Deliver consistent customer experience across locations and channels through customizable workflow automation and task standardization.

Highly configurable and scalable platform along with widely adopted, easy-to-use tools to optimize your existing business and technology architecture.

Branding to the new generation of customers

Dynamics 365 is helping banks across the world to manage the entire customer lifecycle and deliver exceptional customer service.

360-degree Client View

A single dashboard to manage all customer information including preferences, transactions, holdings, and communications history providing a complete overview of the client.

Investor Communication Tracking

Track all forms of communication automatically including emails, phone calls, meetings and other interactions with account holders. An option for setting up and managing routinely scheduled formal correspondence is also provided.

Financial Account Management and Reporting

Access to all client financial transactions, accounts, and holdings, which enables to create custom reports based on the specific needs of your management team.

Regulatory Compliance & Security

Maximize the sophistication by which the organization shares and manages client data while complying with the industry regulations and privacy legislation by using auditing and field level security enterprise modules.

The comprehensive Dynamics 365 overview

Dynamics 365 is a unique product which understands the changing needs of the market and how best to help your business flourish.


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Nurture more sales-ready leads with marketing automation, and capitalize on new business opportunities.

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Finance & Operations

Looking to drastically change how you handle supply chain and warehousing and bring in cost reporting and analytics?

Unify global financials and operations to empower people to make fast, informed decisions and help businesses adapt quickly to changing market demands and drive business growth.

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Field Service

Master the service call and learn to deliver a seamless, end-to-end service experience.

Built-in intelligence helps you resolve service issues before they occur, reduce operational costs, and deliver positive onsite experiences.

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Business Central

Looking to host various systems together and have an easy to manage ERP solution?

An all-in-one business management solution that’s easy to use and adapt, helping you connect your business and make smarter decisions.

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Project Service

Work your projects better, have happy clients and happier employees.

Provide an end-to-end solution that helps sales and delivery teams engage customers and deliver billable projects on time and within budget.

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Customer Service

Are you meeting the needs of your customer? Strive to deliver more than they expect!

Supports omni-channel, enabling a consistent experience across any combination of self and assisted service channels.

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An end-to-end retail solution that encompasses sales, mobility, intelligence, and productivity to help retailers and workers achieve more in a cloud-first, mobile-first world.

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Treat your employee like your client and watch them grow, evolve and transform your business.

Bring out the best in your people and create high-impact, sustainable results with exceptional employee and candidate experiences across the talent journey.

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Looking for a Fixed Price CRM for Banks?

JWe have plans which will meet your banking needs, and if not we can tweak them around a bit too!

Just leave your details below and we will get back to you real soon!