When you’re serious about digital business transformation, you're serious about customer data. Microsoft Dynamics 365 is the CRM data platform that can deliver transformative benefits to financial service providers, and we are the Gold Partner that can show you how.
With your customer data all in one place and shaped to the way you operate, Dynamics 365 CRM accelerates your business in a number of ways. A few examples:
A well-designed CRM system doesn’t only make it easier to do what you do today. By structuring your most important data it gives you a platform for more transformative work - even projects that you haven’t thought of yet.
Our UX-led experts find the most important ways for your new CRM to support you. What friction can we remove from the relationships you manage? What do you want to measure? How would you like to operate?
From here our consultants structure your CRM around KPIs, putting your business’s most important goals at the heart of the system. The data structures that follow serve your people, and support optimisation of your operations.
While migrating from Dynamics 2015 to 365, ClearView and Jade worked on a number of valuable enhancements:
Replacing Salesforce at netwealth, Dynamics 365 unlocked value in data that had always been stored, but hadn’t been useful.
Pacific Trade and Invest
A seamless data migration took PT&I from a heavily customised, out-of-support Dynamics 4.0 to cloud-hosted Dynamics 365.
There are no blocks in the way of future upgrades, and processes that used to span dozens of steps are now consolidated on a single screen.
PTI’s workforce around the globe are finally on the same page.
There aren’t many Gold Microsoft Partners in Australia, and when it comes to Dynamics 365 there’s only one that specialises in financial services.
We’ve been working with insurers, superannuation providers and banks for decades. We understand the necessity of digital business transformation as a long-term priority and we’ve seen, and solved, many of the biggest challenges that financial service providers face.
Knowing that we’re a Gold Microsoft Partner assures you that you’re working with a team that understands the flexible, modular Dynamics platform. Our expertise helps you bridge the gap from where you are now to where you could be with a modern CRM.
Beyond that, we can work with you to assemble other Dynamics modules to work from the same data platform and accelerate your business in even more ways.
Get in touch with our CRM consultants: