Our cloud-based Customer Relationship Management (CRM) solution, built on Microsoft Dynamics 365, empowers customers to manage client interactions on a unified platform across the entire relationship lifecycle. It brings together core capabilities in Sales, Customer Insights, and Customer Service (Omnichannel) to help institutions strengthen relationships, expand business opportunities, and deliver exceptional customer experiences.

By unifying data, automating processes, and providing actionable insights, the CRM enables a deeper understanding of client needs and ensures every interaction is relevant and timely. Seamless integration with core banking systems and Microsoft 365 tools supports scalability, compliance, and customization. As a result, our CRM not only simplifies daily work but also drives informed decision-making and long-term growth.

Key Features

Customer view

The CRM delivers a true 360° view of each customer by bringing together data from sales, interactions, products, and service activities into one unified profile. This holistic perspective provides relationship managers and teams with real-time access to client information, enabling them to better understand customer needs, anticipate future requirements, and personalize every engagement. With a single source of truth, the CRM strengthens collaboration across departments and ensures that every interaction builds on the complete history of the customer relationship.

Integration & Interoperability

Seamless connectivity with Microsoft 365 (Outlook, Teams, SharePoint) and core banking systems, as well as external data sources, ensures smooth workflows and a single source of truth.

Sales & Lead Management

Sales teams can track leads, opportunities, and pipelines in real time while managing accounts and pricing with ease. Integrated workflows and collaboration tools support efficient deal closures and stronger client relationships.

Customer Insights

Real-time dashboards and analytics provide a deeper understanding of customer behaviour and needs. With data-driven segmentation and predictive insights, institutions can design more targeted campaigns and anticipate future requirements.

Customer Service (Omnichannel)

A centralized service hub enables efficient case management and customer support across chat, email, phone, and social channels. Full visibility into client history ensures faster resolution times and consistent service quality.

Automation & Productivity

Built-in automation reduces manual tasks, streamlines approvals, and increases efficiency, allowing teams to focus on higher-value activities.

Analytics & Reporting

Customizable dashboards and reporting tools provide actionable insights into performance, customer engagement, and business trends, enabling informed decision-making.

Scalability & Customization

A flexible architecture supports customization for specific business needs while ensuring scalability to grow with the organization.

Security & Compliance

The solution safeguards sensitive data through strong access controls and secure integrations, while supporting GDPR and local regulatory requirements to ensure responsible data management.

User Experience

A familiar, intuitive interface makes the CRM easy to adopt, reducing training needs and ensuring a consistent experience across devices and teams.

Benefits

• Stronger customer relationships by delivering personalized, consistent interactions across every channel, creating trust and long-term loyalty.
• Faster sales cycles, prioritizing high-value opportunities with real-time insights, and helping teams close deals more efficiently.
• Deeper customer understanding, with a holistic view of customer behaviour and preferences, enabling tailored products and services.
• AI-driven productivity, by automating routine tasks and leveraging AI copilots to suggest next-best actions, draft communication, and speed up processes.
• Proactive customer service by resolving issues quickly with full visibility into customer history, while predictive insights help prevent escalations.
• Targeted marketing impact, using precise segmentation and automation to deliver the right campaigns to the right audience at the right time.
• Smarter decision-making by empowering teams and committees with timely, data-driven insights that guide strategies and strengthen outcomes.
• Seamless collaboration by ensuring sales, marketing, and service teams work on the same customer information, fostering alignment and efficiency.
• Future-ready scalability, adapting easily to growth and evolving customer expectations with a flexible, modular solution.
• Trusted data management by protecting sensitive information through robust controls while ensuring compliance with GDPR and local regulations.