If managed well, General Data Protection Regulation and Payment Services Directive 2 provide a spring-board to create trust, loyalty and stronger customer relationships that leapfrog the competition.
In today’s economy, organizations in the financial services industry need to find a way to attract and retain customers – and that happens with outstanding customer service. PowerObjects will tailor a CRM solution for Microsoft Dynamics 365 that will empower your team to become trusted advisers to customers, increase customer retention, boost profitability, and proactively manage risk while helping to increase managed assets and reduce administrative costs. PowerObjects has the experience and expertise to develop effective solutions for Financial Services in the areas of wealth and asset management, insurance, banking, and more.
The financial services industry needs a platform that is more than a single point solution. PowerObjects can help your financial services organization develop a customized CRM solution to help you centralize and manage extensive customer data; streamline and automate processes; develop long-term customer relationships; and improve sales and service. We can build you an integrated sales management, strategic marketing, and customer service platform tailored exactly to your needs.
See what these companies did with CRM for Financial Services.
PowerObjects has implemented CRM solutions for contact centers and understands the unique challenges they face. We develop tailored solutions that enable contact centers to handle more interactions and provide an optimized customer experience.
PowerObjects is 100% focused on providing CRM service, support, education and add-ons for Microsoft Dynamics 365. Our customer-centric approach will ensure that your solution is tailored to your organization’s needs, that you can maximize your user-adoption with our education and training programs taught by our team of CRM experts for Dynamics 365, and receive on-demand technical help from our dedicated support team. We make sure you get the most out of Dynamics 365! When you work with PowerObjects, you work with Microsoft’s CRM Partner of the Year. We’ve learned from working with hundreds of customers what it takes to make a CRM implementation successful and have put that knowledge into action to help you get the most from your CRM investment.