Bafin-CX

Strengthen Customer Relationships with BAFINS-CX

The Next-gen CRM built on Dynamics 365

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BAFINS - CX

Next - gen Financial Services CRM

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.

BAFINS-CX Capabilities

Customer 360

Get a comprehensive view of each customer with centralized customer data, enabling a holistic understanding of their preferences, behaviors, and transaction history…

Escalation Matrix & Notifications

Define escalation paths and SLAs to address customer concerns effectively. Ensure quick identification and resolution of escalated issues…

Social Media Connectivity & Sentiment Analysis

Stay connected with your audience through various social media channels, including Facebook, Instagram, and X. Leverage sentiment analysis…

Omnichannel Experience

Deliver a seamless and consistent experience across all channels. Whether it's Live Chat, Social Media, WhatsApp, IVR, or SMS interactions…

Enhanced & Curated Case Management

Streamline case creation, assignment, and resolution. This feature enhances efficiency, reduces response times, and ensures that each …

Recommendations Engine

Leverage intelligent recommendations and provide personalized product or service suggestions based on customer behavior…

Enhance customer loyalty & Wallet Share with BAFINS-CX

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Microsoft Dynamics 365 CRM for financial services key features

Increased Employee Productivity

All information is centralised within a single solution, making it easy for employees to access the information they need.

360° View of Client

Easily gain a comprehensive understanding of each client with a single click, enabling employees to quickly understand...

Streamline Operations

D365 for Financial Organisations automates repetitive tasks and workflows, reducing manual effort and increasing operational efficiency.

Customisable

Our solutions are built to spec, ensuring that regardless of complexity, our system precisely supports your organisation in the way you need.

Increase Sales

Leverage advanced reporting and insights to help identify new business opportunities and potential revenue streams.

Enhanced Customer Satisfaction

Highly personalised marketing campaigns and advanced customer service capabilities increase customer satisfaction and loyalty.

“Alletec team has been an integral part of the scrum team at Home Trust and enabled the organization meet its business objectives by delivering various features across sales, servicing and marketing domains”

Kingshuk Dutta, VP - IT digital service, Home Trust.

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Transforming Customer Experiences

01

Better CSAT

Expect to see higher CSAT with call outcomes by improving agents' access to internal collaboration tools

02

Reduced TAT

Improved agent productivity results in a decrease in average agent handling time

03

Increased Customer Reach

Integration with various social media platforms enables customers to reach out through their preferred channel

04

Better Visibility

View all the transactions and activities performed by any customer, including all the cases (requests/complaints) created

05

Seamless Integration

Enable collaboration by integrating BAFINS-CX with your existing systems

Elevating Possibilities: Explore Our Resources

African Bank

Alletec team analyzed the business situation and chalked out a roadmap to bring systems in place to ensure enhancement of customer service. BAFINS-CX, the next-gen financial services CRM built on Microsoft Dynamics 365, was implemented. The system empowers professionals in the financial services sector, cutting across the functions of Sales, Customer Service, and Marketing by providing actionable insights, streamlining processes, and enhancing customer relationships. AI components of Azure Services were used to develop sentiment analysis from Facebook/ Twitter/ Instagram. This helps the bank keep an ear to the opinions and feedback shared by customers and take timely action. An innovative system now automatically opens complaint tickets when negative feedback is received via SMS. In addition, WhatsApp and IVR-driven Customer Service have been implemented enabling customers interact with the bank through these messaging platforms. WhatsApp Chatbot with the ability to log complaints has also been introduced.
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Home Trust

HTC has been using Microsoft Dynamics 365 Customer Engagement solution for their business to run smoothly. However, they were lacking in-house competence to support the D365 Customer Service and Marketing Apps.
The company has been using multiple legacy home-grown applications for Complaints Management, which required a dedicated technical team and maintenance.
Alletec suggested HTC to move away from the legacy apps and leverage the existing D365 Customer Service app. Plus, advised to automate the business processes using Power Platform to get streamlined processes and overall improved business productivity. Alletec helped Home Trust implement Complaints Management across multiple departments leveraging D365 Customer Service. It enabled the company to enhance the experience of customers/brokers and increase the productivity of the customer service agents and BDMs
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Why Alletec

Alletec is a trusted Microsoft
Business Applications partner.
20 years of experience and
a global presence.

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.

Frequently asked questions

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