Finance and insurance CRM solutions

CRM for Financial Services Insurance 

​This in-depth product demo shows how Dynamics CRM
is optimized for the insurance industry, from the perspectives of agent, adjuster and executive.

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PGGM Lays Foundation for Unified Customer Profiles

PGGM faced a major challenge: to convert the data of approximately 3 million customers to a single CRM system. Avanade enabled this by creating a sophisticated functional design.

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Grosvenor shifts business for quicker response time

Grosvenor wanted to move from an asset-centric to a customer-centric way of doing business. As part of a wider program to transform service delivery, the challenge was how to implement a new solution running in tandem with their existing installation of Microsoft Dynamics© CRM 3.0.

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Global corporate banks improves sales, account management and reporting

A Belgian corporate bank has achieved true sales force automation by using Microsoft Dynamics® CRM to consolidate its legacy systems, reduce manual workloads and enhance its sales abilities.

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Avanade supports Storebrand’s growth   

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Avanade and Microsoft Dynamics® CRM have supported Norwegian finance firm Storebrand’s expansion from 7,000 business clients to 23,000. Results of the new single consolidated system include better sales performance and improved customer loyalty.

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Insurance Brokerage Uses Avanade Advanced Marketing Solution 

A leading insurance brokerage and consulting firm with operations in more than 120 countries needed a marketing tool to optimize its multi-channel marketing campaigns to millions of policy holders.

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Asset Manager Creates Single Global Customer View

Until recently, each office at ABN AMRO Asset Management used its own system for recording customer interactions, which meant management had limited visibility over the sales process.

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