With few new clients available, financial services firms must up-sell/cross-sell to current customers or win market share from their rivals in order to grow their businesses. Since many firms are offering higher returns and lower fees to attract new business, financial services organizations must work diligently to drive down the cost of their internal processes while displaying a greater level of customer intimacy.

These challenges drive banks, insurance companies, and securities firms to change the way they manage client relationships. They must find ways to share a comprehensive view of each client with all parts of their organization. By doing so, the client can be effectively supported and business processes between groups within the organization can be integrated, reducing paperwork and lowering costs.

Microsoft Dynamics CRM can help your financial institution by working the way your people do. Microsoft CRM provides holistic client information by pulling it from disparate data sources and then delivering it to users through intuitive prospecting and customer relationship management (CRM) tools that are natural extensions of Microsoft Office system applications, such as Microsoft Office Outlook. By giving your customer-facing advisors and representatives access to the right information at the right time, Microsoft CRM provides better customer insight, enables improved customer service, and helps your organization attract and retain clients more profitably than your competitors.

With Microsoft Dynamics CRM solutions, your organization can:

• Deliver analytics and embedded coaching to help maximize opportunities to cross-sell products and services
• Easily incorporate changes for regulations and compliance
• Integrate sales, marketing, and customer service
• Support flexible implementations to support your constantly changing business processes
• Foster a high user adoption rate due to the familiar user interface and tight integration with Microsoft Office system applications such as Microsoft Office Outlook
• Create an agile platform that helps financial services organizations support speed-to-market products, adapt quickly to changing customer needs, and achieve scale and operational efficiency