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Financial Services

Today’s financial services and banking industry has more in common with high street retailers than many traditional banking models. When interacting with their bank, the well-informed, technically competent and digitally savvy customer expects to be treated as an individual and according to their personal preferences. Many financial institutions are taking their cues from successful retail businesses to capitalize on the omni-channel imperative and to win and retain a loyal customer base.

On the surface, it’s simple – know your customer and give them what they want.

But how do you create a customer-centric CRM environment in a business dominated by financial transactions rather than customer interactions?

Microsoft Dynamics 365 CRM implemented by Eclipse, A DXC Technology Company creates the working environment for your team to deliver exceptional customer experience and drive customer engagement and will increase the speed of doing business – through flexible and agile deployments while putting the customer at the heart of the business.

 

Eclipse will help you get a 360 degree view of your customer – without having to navigate between screens. We’ll wrap business rules around the data to ensure your unique processes are mirrored in your new CRM and we can integrate with your Core Banking system or external data sources as required. We achieve this by utilising Dynamics 365 on the Microsoft Azure platform.

Beyond Bank - delivering digital efficiency with Dynamics 365

See how Beyond Bank is driving business efficiency through its implementation of Dynamics 365 to draw out real time customer data from core banking processes and applications to provide a complete, 360 degree view of the customer. Using Microsoft Azure, Office 365 and Dynamics 365, Beyond Bank is transforming its customer experience to deliver a single and complete view of the customer so that when a customer walks into any branch or calls through a call centre, its clerks are able bring up their portfolio screen, and deliver a deeper, richer engagement than they were previously able to.