Microsoft Dynamics VeriTouch CRM

Microsoft Dynamics VeriTouch CRM – one of tools for management of customer relations in the financial sector. Among banks which use a system, such known financial structures as Finansbank (branches in 8 countries of Europe), DubaiBank (AE leading bank), the conducting banks of Turkey, the Central Bank of Jordan, etc.

The industry CRM solution of Microsoft has broad functionality and complexity which allow it to compete successfully in this segment of the market. In particular, a system covers practically all requirements of modern financial - credit institution: the corporate segment (creation of a profile of the client and management of the relations, attraction and customer service, analytics), retail (the credits, deposits, securities, bank cards, money transfers, a kollektorstvo, management of agency network, etc.), supports also investment banking and also such type of activity as insurance. A system solves problems of modern banks in a complex, automating not only retail, but also marketing, service, creation of history of the client, management of complaints, work of call center, Back Office. The solution has rather powerful instruments of data analysis, in particular, of the customer base, efficiency of channels of interaction, etc.

Microsoft Dynamics CRM can act as a single frontal system that allows bank to increase considerably productivity of activity at the expense of an opportunity for work with all applications in one window.

Besides, the solution gives an opportunity to manage customer interactions on any channels – on the Internet, the mobile phone, branch, etc.

The solution has a number of platform advantages: flexibility, scalability that is necessary for large multifilial financial structures. Thanks to a single platform of vendor, Microsoft Dynamics CRM it is easily integrated with other applications, for example, with Microsoft Outlook. The familiar interface inherent in all products of Microsoft, considerably facilitates adaptation of users to a new solution.