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Customer relationship management

CRM for transforming financial service providers

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.

A better business now

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 single shared view of each customer throughout the business lets you build and enhance customer relationships however people engage with you.
  • Role-based reporting dashboards put the most important information - like lead times around adviser onboarding, or a breakdown of your top-performing advisers or channels - in front of the right people. 
  • Windows into your sales funnels let you track quotes, customer communications, and every other step of the journey people take with your advisers. 
  • New direct sales methods simplify the route from prospect to customer, and make it easier to join you than the competition. 
  • Business development managers have the visibility and information they need to optimise the adviser channel.

A faster business in the future

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.

  • See patterns and opportunities that used to be hidden.
  • Easily integrate new data sources.
  • Be ready and able to launch new interfaces and experiences for customers and staff.
  • Work on enhancements and new ideas with the same expert team that brought your business data together.
  • Access analytics, feedback, and industry best practice as your transformation accelerates.

Our Dynamics 365 implementations all come back to managing what you measure

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. 

Read more in our ebook, A Strategic Approach to CRM


Real-world value delivered to businesses like yours

ClearView Wealth
While migrating from Dynamics 2015 to 365, ClearView and Jade worked on a number of valuable enhancements:

  • Role-based reporting built into the CRM (replacing disparate systems and spreadsheets).
  • A new sales funnel, designed for call centre staff and integrated with dialler software.
  • Improved visibility of the adviser channel, including quote generation and customer communications.
  • Automated on- and off-boarding process for advisers.

Replacing Salesforce at netwealth, Dynamics 365 unlocked value in data that had always been stored, but hadn’t been useful.

  • A new, intelligent sales funnel for business development managers.
  • Data-driven insights served to the managers who can use them.
  • Executive reporting and performance tracking.
  • Integration with marketing automation tools.


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.

The right partner for Australia’s financial services

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.

Years of success in the sector

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.

Gold Microsoft Partner

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.


Improve your customers' experience

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