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Financial Services

Customer Relationship Management

Today’s financial services organizations are striving to differentiate their products, increase profitability, and grow in an environment of intense competitive and regulatory pressures, complex economies, and tightened budgets. 

Enterprise CRM for Financial Services™ is a cost-effective, integrated, and easy-to-use solution that delivers a comprehensive view, so that account managers, financial advisors, and customer-service representatives can improve sales, as well as customer confidence and loyalty through higher-quality client interactions. 

Built on Microsoft Dynamics™ CRM, the Avanade Financial Services offering is tailor-made to meet the needs of those working in capital markets, commercial banking, wealth management, and retail banking. The Avanade Financial Services offering can:

  • Help increase team collaboration and productivity, provide consistent customer information, and improve product knowledge.
  • Assess your risk and profitability, and help maximize cross-sell and up-sell opportunities
  • Analyze client profitability, deliver personalized service, and manage all levels of the relationship between your organization and your clients.
  • Enforce data privacy standards to keep confidential client data secure while supporting audit requirements.