Banking Solution for Microsoft Dynamics CRM

Build relationships from referral to revenue.

Find out how

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.

“Customer experience is by far the largest driver of loyalty for banks.”
– Forrester Research


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

“As much as 90% of new business referrals come from a bank’s most loyal customers.”
– Bain & Company

Customer Loyalty Management

Develop and manage new customer referral programs more effectively to improve loyalty and retention.

Employee Incentive and Referral Management

Maximize referral revenue using configurable compensation processes and customer gamification.

Customer On-boarding Processes

Streamline customer onboarding with pre-defined processes that meet compliance procedures.

Complete System and Data Integration

Achieve single-source access to all data through our powerful data integration and migration engine.

Self-serve Reports with Power BI

Take the load off IT by empowering business users to create their own data visualizations and reports.

Business Process Automation

Jump-start sales and marketing processes with pre-built workflows that adapt to your business needs.

Mobile Access to Customer Data

Engage customers anywhere with on-the-go access to CRM data across multiple devices and platforms.

HR Management

Manage and monitor employee certifications and satisfaction to enhance employee experiences.

Contact us for a live demo or to learn more about Neudesic Banking Solution for Dynamics CRM