Go beyond traditional relationship management
Developed with valuable insight from commercial, retail and community banking professionals, Neudesic’s banking solution extends the power of Dynamics CRM with industry-specific capabilities that help you improve customer service and gain a competitive advantage.
Achieve a 360° customer view
Our solution’s proprietary data integration and migration engine easily connects all your business systems and data sources to provide a 360° customer view that takes you beyond traditional relationship management to help drive customer loyalty and boost revenue.
- Access CRM data across all mobile devices and platforms
- Monitor processes to uncover and explore new revenue streams
- Enhance loyalty with advisory plans and long-term lead tracking
- Analyze customer interactions to identify cross-sell opportunities
eBook:
A Step-by-Step Guide to
Advanced Analytics
Customer Loyalty Management
Employee Incentive and Referral Management
Customer On-Boarding Processes
Complete System and Data Integration
Self-Serve Reports with Power BI
Business Process Automation
Mobile Access to Customer Data
HR Management
“Customer experience is by far the largest driver of loyalty for banks.”
– Forrester Research
