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PowerObjects + CRM for Financial Services

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  • Service Type:

    Consulting, Professional Service
  • Business Need:

    Financial Services
  • Works With:

    Microsoft Dynamics CRM 2011, Microsoft Dynamics CRM 2013, Microsoft Dynamics CRM Online
  • Industry Focus:

    Financial Services

In today’s economy, organizations in the financial services industry need to find a way to attract and retain customers – and that is through delivering outstanding customer service. PowerObjects will tailor a Microsoft Dynamics CRM solution that will empower your team to become trusted advisors to customers, increase customer retention, boost profitability, and proactively manage risk while helping to increase managed assets and reduce administrative costs. PowerObjects has the experience and expertise to develop effective solutions for Financial Services in the areas of wealth and asset management, insurance, banking, and more.

What can our Dynamics CRM solutions for Financial Services do for your organization?

• Easily access a 360-degree view of customer data and equip your frontline employees with the information they need to deliver an optimized customer experience
• Provide an efficient means to input data, as well as immediate insight into actionable, real-time analytics
• Get your organization ahead of the competition by streamlining and automating processes
• Seamless integration with existing systems to boost efficiency – no need to flip between platforms
• Reduce operational costs and onboarding time across all branches and departments
• Enable contact centers to handle more interactions and anticipate customer needs
• Mobile access for agents and brokers for work on the go
• An affordable, scalable solution

PowerObjects is 100% focused on providing service, support, education and add-ons for Microsoft Dynamics CRM. Our customer-centric approach will ensure that your solution is tailored to your organization’s needs, that you can maximize your user-adoption with our education and training programs taught by our team of Dynamics CRM experts, and receive on-demand technical help from our dedicated support team. We make sure you get the most out of Dynamics CRM!

When you work with PowerObjects, you work with the Microsoft Dynamics CRM Partner of the Year for two years running. We’ve learned from working with hundreds of customers what it takes to make a CRM implementation successful and have put that knowledge into action to help you get the most from your CRM investment.

    PowerObjects + CRM for Financial Services has not been reviewed by any customers.

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    The views and opinions submitted and expressed here are not those of Microsoft.