Increased Employee Productivity
All information is centralised within a single solution, making it easy for employees to access the information they need.
Banks and Financial Services organizations thrive on nurturing long-term relationships with their customers. Customer satisfaction, and the ability to cross-sell and up-sell are vital to these businesses. BAFINS-CX, built on Microsoft Dynamics 365, is tailored to the needs of banks and financial services organizations. It empowers professionals in the financial services sector, across various functions -Sales, Customer Service, and Marketing by providing actionable insights, streamlining processes, and enhancing customer relationships.
Customer 360 | Escalation Matrix | Social Media Connectivity & Sentiment Analysis | Omni-channel integration | Enhanced & Curated Case Management | Recommendations Engine | Churn Analysis | Notifications Management | Dashboards & Reports
Get a comprehensive view of each customer with centralized customer data...
Get a comprehensive view of each customer with centralized customer data, enabling a holistic understanding of their preferences, behaviors, and transaction history. Empower your teams to deliver personalized services, build stronger relationships, and drive customer satisfaction.
Define escalation paths and SLAs to address customer concerns effectively...
Enable timely and efficient issue resolution. Define escalation paths and SLAs to address customer concerns effectively. Ensure quick identification and resolution of escalated issues, minimizing customer dissatisfaction and reinforcing trust. Keep customers informed and engaged with timely notifications. Configure and automate notifications for critical updates, offers, or personalized messages.
Stay connected with your audience through various social media channels...
Stay connected with your audience through various social media channels, including Facebook, Instagram, and X. Leverage sentiment analysis to analyze the tone, context, and emotions conveyed in customer communications. The system categorizes sentiments as positive, negative, or neutral, enabling proactive responses and tailored services.
Deliver a seamless and consistent experience across all channels...
Deliver a seamless and consistent experience across all channels. Whether it's Social Media, WhatsApp, IVR, or SMS interactions, this feature ensures that customers receive a unified experience, fostering loyalty and satisfaction. Enhance real-time customer support through live chat features, fostering immediate and personalized interactions.
Streamline case creation, assignment, and resolution...
Streamline case creation, assignment, and resolution. This feature enhances efficiency, reduces response times, and ensures that each case is handled effectively.
Leverage intelligent recommendations and provide personalized...
Leverage intelligent recommendations and provide personalized product or service suggestions based on customer behavior, preferences, and historical data. Tap cross-selling and up-selling opportunities to maximize revenue and customer engagement.
All information is centralised within a single solution, making it easy for employees to access the information they need.
Gain a complete view of customers with centralized data, enabling personalized service, stronger relationships, and enhanced satisfaction.
D365 for Financial Organisations automates repetitive tasks and workflows, reducing manual effort and increasing operational efficiency.
Our solutions are built to spec, ensuring that regardless of complexity, our system precisely supports your organisation in the way you need.
Leverage advanced reporting and insights to help identify new business opportunities and potential revenue streams.
Highly personalised marketing campaigns and advanced customer service capabilities increase customer satisfaction and loyalty.
Expect to see higher CSAT with call outcomes by improving agents' access to internal collaboration tools
Improved agent productivity results in a decrease in average agent handling time
Integration with various social media platforms enables customers to reach out through their preferred channel
View all the transactions and activities performed by any customer, including all the cases (requests/complaints) create
Enable collaboration by integrating BAFINS-CX with your existing systems
Industry Expertise: With over two decades of experience in delivering digital transformation solutions, Alletec is a trusted partner for financial services organizations. Our expertise in Microsoft Business Applications, including Dynamics 365, Power Platform, Azure, and other applications from the Microsoft stack, enables us to provide our IP driven solutions, as well as tailored solutions that meet the unique needs of the financial services industry.
Consulting Services: Expert guidance to help you navigate your digital transformation journey.
Implementation Services: Seamless deployment of Dynamics 365 solutions and BAFINS-CX, tailored to your business requirements.
Support & Maintenance: Ongoing support to ensure your systems run smoothly and efficiently.
Customization & Integration: Tailored solutions that integrate seamlessly with your existing systems and processes.
Microsoft Dynamics 365 offers Financial Services firms a comprehensive platform for managing client relationships, automating financial operations, and ensuring regulatory compliance. With integrated tools for customer engagement, financial reporting, and risk management, firms can improve operational efficiency, enhance client satisfaction, and drive business growth.
Dynamics 365 offers essential features for Financial Services, including CRM for client management, advanced analytics for financial forecasting, automated workflows for compliance and risk management, and integrated financial reporting tools. These features enable firms to streamline operations, optimize decision-making, and deliver personalized client experiences.
Dynamics 365 helps Financial Services firms ensure regulatory compliance by automating compliance workflows, providing real-time data tracking, and offering audit-ready financial reports. The platform’s advanced security features also help safeguard sensitive client information, while built-in compliance tools help firms meet industry standards and reduce risk.
Yes, Dynamics 365 can be customized to meet the unique needs of various Financial Services sectors such as banking, insurance, wealth management, and capital markets. Alletec specializes in tailoring Dynamics 365 to align with sector-specific requirements, ensuring that your firm can manage clients, transactions, and compliance with industry precision.
Dynamics 365 enhances customer engagement by providing a 360-degree view of client interactions, enabling personalized service, and improving communication across multiple channels. The platform integrates CRM with financial data, allowing firms to offer tailored advice, anticipate client needs, and improve client retention through better service.
Financial Services firms can expect a strong ROI from Dynamics 365 by improving operational efficiency, reducing manual errors, and enhancing compliance management. The platform’s real-time analytics, automated workflows, and enhanced client management tools lead to better decision-making, cost savings, and overall business growth