banking crm uae

Banking CRM

Microsoft Dynamics CRM in the banking industry is a key element that allows banks to develop its customer base and sales capacity. It enables banks to improve customer experience across channels and empowers them with a robust platform for cross-sell opportunities.


CRM in a banking industry is extremely mandatory to create trust among your consumers. You can establish customer support during on and off working hours, make timely information about interest payments, maturity of time deposit, create awareness regarding e-banking and any upcoming products, adopt mobile requests, track customer requests and analyze the timeline of customer complaints and how it progresses and so on. These will help you to maintain a strong ties with current as well as future customers.


Customers who are faced with an increasing array of banking products and services, are expecting more from banks in terms of customized offerings, attractive returns, ease of access and transparency in dealings.


Features Include :

  • Contact Center Management
  • Account and Contact Management
  • Cross-Selling Management
  • Loan Origination
  • Marketing Management
  • Sales Management


With Microsoft Dynamics CRM for the Banking Industry, you can:


  • Get the 360 degree Advantage


A Banker can now analyze data made available through a 360 degree view of a customer. The account aggregation makes it easier for a credit officer to analyze assets, liabilities and investment of a customer through the use of Dashboards.


  • Sell More with Cross Selling Opportunity


With a unified 360 degree view of the customer which allows a single point access to all the relationships the customer has forged with the bank along with a robust customer analytics, banks now have a framework for cross-selling opportunities.


  • Increase Operational Efficiencies and Collaboration


Microsoft Dynamics CRM supports business automation for processes and business activities eliminating manual tasks and reducing processing time. Straight through processing abilities enhance reduction in turnaround and processing time, increasing output and enabling speedy completion of tasks.


  • Harness the potential of Marketing


Now send out Multi-channel and Multi-wave campaigns and derive maximum ROI for every marketing dollar. Design and personalize marketing messages with the template editor. Also target campaigns towards the most suitable segments of prospects with the List Manager.


For more enquiries on the features entailed in your industry vertical, please click here.