WaveAccess the Single interface of business applications for financial and insurance companies based on Microsoft Dynamics 365 (CRM)

Main article: CRM (Customer Relationship Management System)

Universal interaction interface with all business applications used financial and insurance the companies (AUTOMATIC TELEPHONE EXCHANGE mail a web chat ERP, the system of delivery, the knowledge base, etc.), with automated and integrated business processes where Microsoft Dynamics 365 Customer Engagement (CRM) acts as a basic system.

2020: Features

(Data are relevant for September, 2020)

Features of industry solution:

• Single window for all customer interactions.
• Specific entities of CRM are insurance products and solutions for the financial industry.
• Task allocation taking into account the working schedule of employees, the number of processings and a production calendar.
• Scheduler of meetings.
• Integration with a telephone system — provides an expanded set of functions:
  • calls are available from CRM in one click;
  • CRM lifts a card of the client existing in base on the entering number and shows the complete information about calling;
  • if number is not known, CRM automatically starts process on creation of a card of the new client;
  • in CRM complete history of a call and the link to an audio recording automatically remains.

• Synchronization of data between Microsoft Exchange and Microsoft Dynamics 365 in real time — any changes in one application automatically are reflected in the second.
• Integration of a system of delivery.
• ERP integration for complete synchronization of financial activities.
• Formation and delivery to interested persons of reports on work of managers with clients.

The single interface of business applications for financial and insurance companies based on Microsoft Dynamics 365 (CRM)

Value:

• The solution is adapted for the sphere of insurance and financial services.
• The unified working space provides complete transparency of communications with clients.
• Tracking of efficiency of each specialist.
• Decrease in errors and increase in employee performance as a result of business process automation and release from routine processes.
• The improved targeting and more relevant personified offers — as a result, growth of revenue.