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