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CRM Solutions for Financial Services

Escalating compliance costs. Increased regulatory scrutiny. Mounting competition. These are just a few of the challenges facing today’s financial services organizations. Tailored to the demands of your shifting environment, Crowe Horwath LLP has developed innovative ways to use a powerful tool, Microsoft® Dynamics™ CRM, to help you increase your competitiveness. Crowe expands on the Microsoft Dynamics CRM platform to meet both the challenges and the opportunities within the financial services industry.

Wealth Management
In order to manage high net-worth, emerging-affluent, and mass-affluent clients, wealth management firms have unique requirements for a CRM solution. Microsoft Dynamics CRM can help develop a complete view of complex client relationships, including portfolios, transaction histories, and referral sources. Microsoft Dynamics CRM can also help you:

  • Calculate and view client profitability;
  • Manage the delivery of personalized service with call plans;
  • Automate sales and reporting through referral, lead close, and activity reports;
  • Create demand with cost-effective, targeted communication that you can measure.

Retail Banking
Retail banking requires a solution specifically designed to support a customer-centric organization. Microsoft Dynamics CRM can help establish a centralized client view that will allow you to share information with customer-facing personnel, improve employee productivity, increase cross-sell and up-sell success, and improve share of wallet and profitability. The right CRM solution can help you:

  • Create a central, customer relationship repository, including retail, commercial, insurance, and wealth management holdings;
  • Consolidate and prioritize multiple lead sources ― including campaigns, deposit monitoring systems, and referrals ― to allow managers and relationship owners to focus on selling;
  • Create demand with targeted, cost-effective marketing you can measure.

Commercial Banking
A CRM solution for commercial banking has to be designed to meet complex corporate client management needs. Microsoft Dynamics CRM can help establish a lifetime client view and enable information sharing across the organization in order to assess risk and analyze profitability. Microsoft Dynamics CRM can also help you:

  • Manage all levels of relationships between the bank and the client to minimize credit losses and boost share of wallet and profitability;
  • Automate routine tasks such as call plans and activity reports;
  • Gain visibility and insight into individual, team, and client performance;
  • Improve forecasting accuracy based on historical and current trend analysis.

Capital Markets
A capital markets solution must take into account the role of corporate finance, sales and trading, and research. Microsoft Dynamics CRM can then:

  • Establish a lifetime client view;
  • Enable the sharing of insight across the organization;
  • Increase team collaboration and response time;
  • Drive faster and better decision making;
  • Protect confidential client information.

For more information, contact Cullen Hunter at 616.752.4268 or cullen.hunter@crowehorwath.com.

 

 

Microsoft and Dynamics are either trademarks or registered trademarks of Microsoft Corp. in the United States and/or other countries.