Services
CRM for Financial Services

In today’s economy, organisations in Financial Services need to find a way to attract and retain customers –through delivering outstanding customer service. PowerObjects tailor a Microsoft Dynamics 365 solution to empower your team to become trusted advisers to customers, increase customer retention, boost profitability and proactively manage risk while helping to increase managed assets and reduce administrative costs. PowerObjects have the experience and expertise to develop effective solutions for Financial Services in the areas of wealth and asset management, insurance, banking and more.

Tailored Solutions for Financial Services

The Financial Services industry needs a platform that is more than a single-point solution. PowerObjects help your Financial Services organisation develop a customised Dynamics 365 solution to help you centralise and manage extensive customer data; streamline and automate processes; develop long-term customer relationships and improve sales and service. We‘ll build you an integrated sales management, strategic marketing, and customer service platform tailored exactly to your needs.

What Can CRM for Financial Services Do for Your Organisation?

  • Easily access a centralised and 360-degree view of customer data to equip your frontline employees with the information they need to deliver an optimised customer experience

  • Provide an efficient means to input data, as well as immediate insight into actionable, real-time analytics

  • Deliver better visibility into the sales pipeline

  • Get your organisation ahead of the competition by streamlining and automating key banking and insurance processes

  • Seamlessly integrate with existing systems to boost efficiency – no need to flip between platforms

  • Allow your advisers to send targeted offers to each customer based on their individual profiles, risk tolerance, and needs

  • Reduce operational costs and on-boarding time across all branches and departments

  • Enable contact centres to handle more interactions and anticipate customer needs

  • Provide mobile access for agents and brokers for work on the go

  • Deliver an affordable, scalable solution

Whitepapers and Downloadable Resources


Working Together

Improving the Investor & Channel Partner Experience through Customer Service Innovation

A white paper for Capital Markets leaders who want to improve their customer experience capabilities.

Financial Services and Contact Centres

PowerObjects implement Microsoft Dynamics 365 solutions for contact centres and understand the unique challenges they face. We develop tailored solutions that enable contact centres to handle more interactions and provide an optimised customer experience

  • Agents can anticipate customer needs by having a complete understanding of customer account information, interaction details, preferences, and history all in one platform.

  • With access to real-time customer information, your financial advisers will build lasting customer relationships and be able to deliver tailored advice and accurate service.

  • Cut your operational costs by minimising administrative tasks with an intuitive interface.

  • Boost client loyalty and renewal rates with efficient claims resolutions, quicker inquiry handling, and proactive customer service.

  • Our mobile solutions and tools help brokers and agents work on the road and eliminate busywork – allowing them more time for relevant and meaningful customer conversations.

Solutions for Financial Services
Get your free white paper Solutions for Financial Services with Microsoft Dynamics 365 to discover how Microsoft Dynamics 365 can take Financial Services organisations to the next level by reducing costs, increasing productivity and improving the bottom line.

What Do You Get with PowerObjects as Your CRM Financial Services Partner?

PowerObjects are 100% focused on providing CRM service, support, education and add-ons for Microsoft Dynamics 365. Our customer-centric approach ensures your solution is tailored to your organisation’s needs, you can maximise your user-adoption with education and training programmes taught by our team of Dynamics 365 experts, and receive on-demand technical help from our dedicated support team. We make sure you get the most out of Dynamics 365! When you work with PowerObjects, you’re working with the Microsoft Dynamics 365 Partner of the Year — for two years running. We’ve learned what it takes to make a CRM implementation successful from working with hundreds of customers and put that knowledge into action to help you get the most from your CRM investment.