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Banking Management Solutions

Digitize banking processes, proactively manage risks with real-time insights and deliver superior customer service.

Dynamics 360 - CRM for Banks is an end-to end solution built specifically to transform the mindset in banks to be customer-centric.

We repurpose all digital capacities to put the customer first; helping you to magnify customer satisfaction rates and amplify cross and upselling.

We also integrate Dynamics 365 – CRM with your existing core banking systems and data to understand customers better in a harmonious business transformation journey.

  • Central Customer Repository
  • 360° Customer View
  • Financial Information and Transaction Management
  • Relationship Tree
  • Workflow automation
  • Marketing Management
  • Loyalty Program Management
  • Case Management
  • Knowledgebase Management
  • Integration with Office 365
  • IP Telephony Integration
  • Multi-Currency
  • Multi-Language
  • Dynamic Reports and Interactive Dashboards
  • Integration with Web Portal
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