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Dynamics 365 for Finance & Accounting

Digital Transformation improve customer interaction

In order to get brand recognition your business needs to improve core business service processes, digital transformation using Dynamics 365 you can grow your business with positive customer experience.

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With Microsoft Dynamics 365, you can enhance customer brand loyalty through actionable insights, leading to a more connected engagement. In Dynamics 365, Financial industry can act through intelligent insights, from analysing all customer data in near-real time to giving product recommendations tailored to your customers’ social needs.

Dynamics 365 for Accountants

Microsoft Dynamics 365 provide effectively manage accounting tasks and remove manual processes. Have time to new clients and better serve your existing customers. Get 360-degree of all your customers in a single dashboard.

With integrated suite of Microsoft Solutions, including Dynamics 365, Power BI and Office 365 expand your business services. provide business insights to your clients with Power BI reporting tool and provide dashboards, enhance your role as a most trusted advisor.

Transform the way your practise works with scalable, cloud-based business management application anywhere anytime.

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Dynamics 365 for Banking

New generation of smart customers, banks should change their practices in order to acquire and retain customers. Now a days customers want to access own financial data securely from their home and fast personalized service when they step into the bank.

With Dynamics 365 banks can give access to their customers in a simple way and providing support efficiently.

  • Get insight into the customers future needs and achieve them with personal care and build strong relationships and revenue.
  • Reach customers by deliver the fast and efficient solutions with mobile app, social media or face to face.
  • Standardise banking operations with reports generating via Power BI and gain insights via Dashboards.
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CRM for Insurance industry

Microsoft Dynamics 365 for Insurance company and it can be utilised.
Key benefits
Increase Operational Efficiency
Create a central repository for maintaining policy holder information Streamline data inputs and remove redundancies and make it easier for staff and brokers to search information with ease. Insurance companies can improve customers by providing loyalty track clients demographic data and interaction history.
Create effective campaigns
Microsoft Dynamics 365 allows you to create Campaign records that help you organize your efforts for marketing projects over a period of time. Campaigns are also designed to provide insight into your return on investment for each campaign. They allow you to track campaign spend and response so you know exactly how effective your marketing efforts are.
Identify the right products and services
Provide more personalized service with holistic customer management capabilities. Insurance companies can monitor agent performance to track performance and activities. Provide sales tools and personalised trainings. Proactively execute corrected measures to boost agent performance and loyalty.
Acquire new businesses
By conducting integrated and Multichannel marketing campaigns seamlessly track and convert leads and identify most effective marketing activities as you optimize your marketing mix.
Build long term relationships
By providing better manage broker and customer relationships. Building loyalty-based trust and by providing greater transparency and personalizing services.
Optimize the sales
As they instantly process the requested quotes and better opportunity to cross selling and upselling. They can drive policies renewals by powerful deal tracking and workloads. visibility into customer preferences and buying behaviours.

Improve service by empowering all agents and service staff.

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