Banks
Banks provide a variety of services to their customers, including savings and checking
accounts, loans, mortgages, and credit cards...
Dynamics 365 for Financial Services Organizations
Strengthening customer engagements, operations and repeat business
Empowering Financial Services with
Digital Transformation
Technology is a key enabler and differentiator for organizations in the financial services business. These organizations have a basket of offerings, and striving to take a bigger share of customer wallet is critical for lowering cost of sales, increasing revenue, and profitability. This makes customer all functions of customer engagement - sales, customer service, and marketing - super important. Analysing customer preferences and behaviour pattern from data are increasingly becoming key to delivering personalized offers and services.
Insurance companies
Insurance companies, be they Life Insurance companies or General Insurance companies,
need to know their customers very well, and also exhibit...
Financial Advisory firms
Financial advisory firms offer personalized financial planning, investment management, and
other financial services to high-net-worth individuals...
Mortgage Companies
Mortgage business has both lenders and brokers who worked together to further the
business. While brokers act as intermediaries between borrowers...
Microfinance institutions
Micro finance institutions offer financial services to individuals and small businesses that
lack access to traditional banking services. Usually, they have a large...
Fintech companies
Fintech companies use technology to provide financial services, such as online lending
platforms, digital wallets, and blockchain-based solutions...
Solutions for SMB & Enterprises
BAFINS-CX: The customer engagement solution built on Microsoft Dynamics 365
Enhanced customer engagement, optimized operations, improved compliance
Unified Customer Profile
Access a comprehensive view of customer data from multiple sources. Get a view of each customer with centralized customer data...
Omnichannel Engagement
Connect with customers across various channels – email, phone, social media, and in-person – to provide consistent and seamless experiences. Deliver a seamless...
Social Media Connectivity & Sentiment Analysis
Stay connected with your customers and prospects through various social media channels,including Facebook, Instagram, and X. Leverage sentiment analysis to analyze...
Escalation matrix
Enable timely and efficient issue resolution. Define escalation paths and SLAs to address customer concerns effectively. Ensure quick identification and resolution...
AI-driven Insights
Utilize AI and machine learning to gain actionable insights into customer behavior,
preferences, and trends...
Live agent chat
Enhance real-time customer support through live chat features, fostering immediate and personalized interactions...
Elevating Possibilities: Explore Our Resources
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
