OBS’s purpose built Financial Services solutions can help organisations to increase client conversion and retention by delivering a single view of the client from prospect right through to customer.
OBS solutions feature Microsoft technologies such as Dynamics CRM, SharePoint and Nintex Workflow which are both cost effective and timely to implement.
Our experience shows that the following solutions also provide the fastest time-to-value investment for Financial Services customers:
Lead Management: Using effective lead lifecycle management OBS can help increase the number of leads that are converted to active clients. OBS achieves this through best of bread sales processes, effective motoring of conversion rates and analytics to spot unwanted leads.
Case Management: To acquire great customer interactions OBS’s solutions use robust workflows and reporting to make sure no client is forgotten. The solution improves process execution consistency, increasing customer retention.
Document Automation: OBS’s document generation tools helps to reduce the time it takes to generate document bringing significant cost reduction to existing processes.
Relationship Management: In many cases, relationships between organisations is a combination of interaction between multiple stakeholders, OBS’s solutions allow all interactions to be captured giving stakeholders more information to drive business with customers.
Client Self Service: Clients of the financial services industry expect to be able to interact with organisations 24/7. Using existing technology investments OBS will show how to provide client portals connected to CRM. OBS’s portal solutions are cost effective and allow organisations to enhance its self-service and online offering with lower financial commitments.
Support and Documentation
OBS Financial Services has not been reviewed by any customers.
The views and opinions submitted and expressed here are not those of Microsoft.