Banking and Financial Services

With consolidation in the financial services industry, large institutions continue to get larger while small to midsize banks require new and innovative strategies to remain competitive, create growth opportunities, and contribute to the bottom line. Financial services firms are looking for ways to gather insight into customer needs and preferences to help them offer more relevant, personalized products and services to customers.

Effectively managing customer relationships is essential in financial services. Microsoft Dynamics CRM addresses many critical areas of managing a customer relationship, and it enables workers to deliver a high-touch experience based on personal and contextual knowledge of the customer. The value proposition increases for financial service companies that want to compete based on relationships and their ability to deliver high-quality, personalized sales and service to every client.

By providing a single location for all customer information that integrates with legacy and core banking systems, Microsoft Dynamics CRM helps financial institutions, from retail banking to wealth management to insurance providers, continually deliver high levels of service, improve loyalty, and identify and pursue new revenue opportunities.

In addition to the above benefits, Summit Group Software has worked with a strategic banking partner to create a solution for tracking, reporting, and modeling Loan Loss Reserve Adequacy.  This solution is built on top of Microsoft Dynamics CRM and can be integrated into core banking systems to allow for fast and accurate reporting and modeling.  Read more about Loan Loss Reserve reporting and modeling on our blog. 

Read more about Microsoft Dynamics CRM or watch a Microsoft Dynamics CRM Customer Testimonial!.