How Microsoft Dynamics CRM helps Banking and Finance Sector

Why Banking and Finance Industry needs Microsoft Dynamics CRM?

The banking and finance industries are one of the most sensitive and error-prone industry types. It is known to everyone that the slightest mistake can result in a detrimental outcome.

Therefore, the banking sector needs a well-aligned system that merges the core banking system with data and provides you with total transparency.

And what better than Microsoft Dynamics CRM for this? Microsoft CRM consulting solutions are crafted to help the banking staff sell, market, and serve their clients with the utmost efficiency.

2019 was a pretty good year for CRM software services, but let’s peek in the future and see what it has in store for CRM in 2020.

Dynamics 365 CRM in 2020

Top 3 features of Microsoft Dynamics CRM

CRM in the banking industry works as an asset. There are a lot of features of CRM that benefit the banking industry. Let’s see them one by one.

Microsoft Dynamics CRM Features
Microsoft Dynamics 365 CRM Features

1. Mobile-friendly

CRM is famous for its competency to be mobile-friendly. It allows you to connect with your clients, get real-time updates in just a few clicks.

If needed, you could also get a mobile portal framework that could be held in a banking environment.

2. Easy Deployment

Customer Relationship Management solutions are built to perform complex tasks with smoothness, and Microsoft Dynamics CRM does this with utmost finesse.

With this platform, you receive an efficient solution, secure model, and lifelong infrastructure. All of these could be customized as per your business needs and market demand.

3. Outlook Compatible

The impact of CRM on the banking industry has been huge. And it being Outlook compatible is one of the major factors.

Microsoft Dynamics CRM works within outlook that makes it easy for user adoption and delivers quick outcomes.

Business Growth with D365 CRM

1. Enlarged IT investments

Microsoft Dynamics CRM offers flexibility that helps you to merge with the complex applications of your existing work environment. This eliminates the need to involve new applications.

In a nutshell, choosing Microsoft Dynamics CRM is the best way to extract maximum benefit from the already invested entities.

2. Better compliance Management

When automation is induced in the systems, it reduces the risk of human errors. In addition, you receive a thorough audit that delivers fully-fledged compliance ensuring security.

And the best way to get all of this is by automating workflows and ensure timely completion of tasks with the help of Microsoft Dynamics CRM.

3. Top-grade Operational efficiency

Banking is a sector where it is crucial to have everything documented and well-kept. How is this done? By hiring a dedicated team to look into the operational matters.

But inducing CRM will take care of unnecessary workload and overspent operational expenditures. So, the bottom line is, your operational efficiency gets enhanced by MS Dynamics Services.

4. Valuable Analytics

Your sellers and agents will only be able to make quick decisions when they are aware of the things happening in the organization in real-time.

With CRM, you will be able to provide your team with personalized dashboards, driven, and valuable analytics.

Major Benefits of Microsoft Dynamics CRM in banking sector:

  1. It enhances your relationship with the customers
  2. Ensures the processes to run smoothly and quickly
  3. Offers valuable insights to make better decisions for sales and marketing
  4. Opens multiple doors to increase the productivity

Well, this was a quick synopsis of how Microsoft Dynamics CRM Implementation will help the banking sector.

And if you still have any queries, we have got you covered in our FAQ segment. Keep reading to know.


1. Why is CRM important in banking?

CRM serves as an efficient platform for the banking industries. It helps in managing sales, builds a strong customer relationship, and better understands the needs of the market.

2. How can CRM increase sales?

CRM aligns the entire sales cycle. This results in the reduction of unnecessary production costs and an increase in sales revenue.

3. What are the functions of CRM?

It manages the interactions taking place within the company, takes care of the entire sales cycle, and streamlines the sales and marketing department.

If you are looking forward to having a reliable partner who would offer you Microsoft CRM software services, contact SA Technologies.

We have a strong team of developers and consultants that offers nothing short of perfection. We will guide you through all the processes of implementation.
Also Read: Benefits of Microsoft Dynamics 365 CRM For Your Company