Finance

UK Financial Institutions

C2 has worked in the financial service sector for many years delivering Dynamics 365 (CRM), Portals, Website, and SharePoint solutions specific to client requirements. In so doing we have kept ourselves busy deploying Sales, Customer Service, Call Centre, Online Self-Service Portals, and XRM (extensible relationship management solutions).

As well as being Dynamics CRM Solution Advisors, C2 are also systems integrators, and we have an established web development team. The release of Dynamics 365 Portal allows us to quickly configure online solutions and wire-up front office and back office processes (however, we can still embed services in client websites).

While process optimisation and automations is fundamental for financial services, real-time reporting is critical for monitoring, escalating, and managing activities.

  • Gain one view of the customer
  • Process online applications & enquiries (automate routine tasks)
  • Convert sales opportunities into contracts
  • Manage Leads and Opportunities via Product specific process flows e.g. Mortgages, Savings
  • Secure online payment processing
  • Record and resolve complaints in line with FCA requirements
  • Identify and manage vulnerable people to ensure appropriate support
  • Undertake customer surveys and segment results based on customer profile
  • Provide knowledge based articles for customer self-service and agent use
  • Design personalised agent / management dashboards & reports for business insight
  • Integration with 3rd Parties (products and referrals)
  • Automated document and email production to enhance customer engagement
  • Telephony integration
  • Targeted marketing campaigns based on captured business intelligence

Dynamics 365 is a cloud based solution that can be accessed on any device from any location. The platform also seamlessly operates with Office 365 (includes SharePoint for document management) and Power BI (analyse data and share business intelligence).

C2 are tried and proven with Dynamics 365 – we join the dots: innovate, automate, and we can transform operations for financial service. If you are being hampered by fast pace and are out of control, contact us now to explore what’s possible.

See our Family Building Society Case Study.

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