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SmartLife
Smartstatz Solutions LLP
+4
Applicable to:
Sales
Customer Service
Power Automate
Power Apps
Underwriting, Life Insurance, Proposal, Quotes, Benefits illustrations, Claims, Unit Linked
1 out of 21
Integration for Dynamics 365/CRM and QuickBooks
DBSync
+7
Applicable to:
Marketing
Sales
Customer Service
Field Service
Project Service Automation
Project Operations
Power Apps
Are you facing data gap between your sales and accounting apps?
4.6
(5 ratings)
2 out of 21
KYC for Microsoft Dynamics 365
CRM Partners MembersLife
+3
Applicable to:
Sales
Customer Service
Power Apps
Mpower Finance KYC provides al the data you need to onboard customers. UBO and compliance research.
5.0
(1 ratings)
3 out of 21
VeriLoan Loan Origination Solution for Banking
VeriPark
+2
Applicable to:
Sales
Customer Service
Omni-channel, omni-product loan origination solution for Retail, Corporate & Commercial Banking
5.0
(2 ratings)
4 out of 21
CRM Banking Catalyst
Systems Limited
+3
Applicable to:
Sales
Customer Service
Project Service Automation
Centralized banking CRM management solution with personalized and unified Omni channel experience.
5 out of 21
Real Estate
BigLynx Inc
+5
Applicable to:
Marketing
Customer Service
Power Automate
Power Apps
Power Pages
Manage assets, portfolios, investors,debts,utilities,bills, and invoices for landlords and investors
6 out of 21
iPayments - Credit Card Processing
iSolutions
+3
Applicable to:
Sales
Customer Service
Power Apps
Accept Credit Card payment directly inside of Microsoft Dynamics 365 Sales
5.0
(2 ratings)
7 out of 21
XRM® Banking®
E-Consulting
+4
Applicable to:
Marketing
Sales
Customer Service
Power Apps
Helps to optimize the process of issuing and maintaining loans, as well as selling all loan products
5.0
(1 ratings)
8 out of 21
Crowe Problem Loan Management
Crowe LLP
+3
Applicable to:
Sales
Customer Service
Power Apps
Recover and resolve problem loans by streamlining your workflow, task tracking, and reporting
5.0
(1 ratings)
9 out of 21
SplashCollect
SplashDev Information Technology Srl
+4
Applicable to:
Marketing
Sales
Customer Service
Power Apps
SplashCollect reduces analysis time and increases the efficiency of debt collectors
5.0
(1 ratings)
10 out of 21
Agency Relationship Management Solution
Infosys Limited
+2
Applicable to:
Sales
Customer Service
Agency Relationship Management Solution (ARMS)
1.0
(1 ratings)
11 out of 21
WDX1
WEALTH DYNAMIX
+4
Applicable to:
Marketing
Sales
Customer Service
Power Apps
Client Lifecycle Management solutions for wealth managers
12 out of 21
FI Model Risk Manager
FI Consulting, Inc.
+2
Applicable to:
Customer Service
Power Apps
FI's MRM helps financial institutions govern and manage risk of their model portfolios.
13 out of 21
VIDSigner Connector
INFOAVAN Soluciones S.L.
+5
Applicable to:
Marketing
Sales
Customer Service
Field Service
Power Apps
Dynamics 365 - VIDSigner Connector
14 out of 21
Worx Banking Suite
Cubic Information Systems
+3
Applicable to:
Marketing
Sales
Customer Service
Worx Banking Suite is an end-to-end Consumer Lifecycle Management platform for the BFSI.
15 out of 21
Virtual Loan Assistant™
TrellisPoint LLC
+3
Applicable to:
Sales
Customer Service
Power Apps
Virtual Loan Assistant™: A Power App that Simplifies your Bank's Commercial Credit Process
16 out of 21
BE-terna Collection Management
BE-terna
+3
Applicable to:
Customer Service
Power Automate
Power Apps
BE-terna Collection Management - Ensure that your cash-flow is always healthy.
17 out of 21
Financial Services Blueprint
CRM Dynamics Limited
+1
Applicable to:
Customer Service
Microsoft Dynamics 365 for Financial Services
18 out of 21
SmartBank
Smartstatz Solutions LLP
+4
Applicable to:
Sales
Customer Service
Power Automate
Power Apps
Banking CRM, Customer Single View, Fixed Deposits, CASA, Savings Account, Loans, Credit Cards
19 out of 21
WealthCraft
WealthCraft
+3
Applicable to:
Sales
Customer Service
Power Apps
Meet WealthCraft, your digital office assistant
20 out of 21
FedTBM
ICF Consulting Group, Inc.
+2
Applicable to:
Customer Service
Power Apps
FedTBM is a TBM framework to provide federal agencies a solution to IT spending reporting
21 out of 21