microsoft-dynamics-365

Banking CRM

Revolutionize your banking operations with our Banking CRM Solution built on Microsoft Dynamics 365. Designed to address the unique challenges of financial institutions, our solution empowers banks to streamline processes, ensure compliance, and foster deeper customer relationships.

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Enhanced Customer Experience

Deliver personalized and proactive services to foster loyalty.

Improved Efficiency

Automate workflows to save time and resources.

Increased Revenue

Leverage insights to identify cross-selling and upselling opportunities.

Regulatory Compliance

Reduce risks with integrated compliance tools.

Key Features

Unified Customer View

Lead and Opportunity Management

Workflow Automation

Customer Retention Tools

Compliance Management

Scalable and Flexible

Modules:

  • Dynamics 365 Business Central
  • Dynamics 365 Finance
  • Dynamics 365 Supply Chain Management
  • Dynamics 365 Sales
  • Dynamics 365 Customer Service
  • Dynamics 365 Field Service
  • Dynamics 365 Project Operations
  • Dynamics 365 Marketing
  • Dynamics 365 Human Resources
  • Dynamics 365 Commerce
  • Dynamics 365 Fraud Protection

100% Quality

Comprehensive 360° Customer View

  • Access customer data, interaction history, preferences, and product holdings on a single platform.
  • Gain actionable insights such as CIBIL scores, churn likelihood, and lifetime value (CLV).

Streamlined Customer Onboarding

  • Automate workflows for onboarding, reducing manual intervention and errors.
  • Provide real-time updates to customers and ensure compliance with KYC and AML regulations.

Efficient Lead and Opportunity Management

  • Capture leads efficiently through multiple channels, including manual entry, imports, and business card scanning.
  • Score and prioritize leads using customizable criteria to focus on high-potential opportunities.

Automated Case and Service Request Management

  • Automate case routing and classification based on urgency and complexity.
  • Provide real-time updates to customers, ensuring transparency and faster resolution.

Advanced Analytics and Reporting

  • Monitor key metrics such as conversion rates, SLA compliance, and customer satisfaction.
  • Leverage predictive analytics to identify trends and optimize processes.

Seamless Integration with Core Banking Systems

  • Ensure real-time data synchronization with core banking platforms for accurate and efficient operations.
  • Enable cross-department collaboration with centralized data and communication.
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Key Challenges in the Banking Industry

Fragmented Customer Data

Disparate systems hinder a comprehensive view of customer profiles.

Regulatory Compliance

Complex and evolving regulations increase operational risks.

Customer Retention

Difficulty in identifying at-risk customers and providing personalized services.

Inefficient Workflows

Manual processes slow down service delivery and increase operational costs.

Inadequate Lead Management

Missed opportunities for cross-selling and upselling.

Explore Our Services

Mobile Network Operators

Optimize customer engagement and service delivery for wireless communication services.

Internet Service Providers (ISPs)

Manage customer accounts, subscriptions, and support efficiently.

Cable and Satellite Providers

Streamline operations and enhance customer satisfaction for cable TV and satellite services.

Enterprise Telecom

Improve account management and service quality for enterprise clients.

Why Partner with Us?

Industry Expertise

Extensive experience in implementing CRM solutions for the banking sector.

Tailored Solutions

Customizable templates, workflows, and dashboards to meet unique business needs.

Proven Track Record

Trusted by financial institutions worldwide for delivering transformative solutions.

End-to-End Support

Comprehensive implementation, training, and post-deployment support services.

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Ready to Revolutionize Your Banking Operations?

Optimize your workflows, enhance customer satisfaction, and drive growth with Schwettmann Tech’s Banking CRM Solution.

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