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Effective B2B and B2C Sales of Banking Products
Awara IT Kazakhstan LLP
+2
Applicable to:
Sales
Power Apps
Solution for Dynamics 365 Customer Experience for effective B2B and B2C Sales of Banking Products
1 out of 60
Arango User Manager
arango ehf
+7
Applicable to:
Marketing
Sales
Customer Service
Field Service
Project Operations
Power Automate
Power Apps
Arango User Manager is a powerful easy to use access and identity management tool for Dynamics 365
2 out of 60
Foxit eSign for Dynamics
Foxit Software Inc.
+2
Applicable to:
Power Automate
Power Apps
Prepare, Send and Track important documents & contracts for electronic signatures using Foxit eSign.
3 out of 60
Crowe CRM for Banking
Crowe LLP
+4
Applicable to:
Marketing
Sales
Customer Service
Power Apps
Crowe CRM for Banking modernizes and automates bank operations with Dynamics 365
4 out of 60
Crowe CRM for Insurance Brokers
Crowe LLP
+3
Applicable to:
Sales
Customer Service
Power Apps
BenefitsBridge for Dynamics 365 provides integrated agency management for employee benefits brokers
5.0
(1 ratings)
5 out of 60
Digital Distribution Platform for Insurance
Soluzione IT Services Pvt. Ltd.
+3
Applicable to:
Sales
Power Automate
Power Apps
Solution for process automation and digital distribution of insurance products
6 out of 60
UST Incident Management for Dynamics 365
UST Global
+2
Applicable to:
Customer Service
Power Apps
UST Incident Management for Dynamics 365 automates processes for better customer service.
7 out of 60
Intelligent Communication Manager For Dynamics 365
Maaz Technologies
+4
Applicable to:
Customer Service
Power Automate
Power Virtual Agents
Power Apps
AI powered Omni-channel Customer Experience Solution
8 out of 60
NGPM-Projects & Programs
AClass Solutions DWC LLC
+1
Applicable to:
Power BI apps
NGPM-Projects & Programs
9 out of 60
TANDEM, by XRM Vision - Insurance Broker Solution
XRM Vision
+3
Applicable to:
Sales
Customer Service
Power Apps
The Broker Management System of choice for Group Insurance and Employee Benefits Profesionals
10 out of 60
UST User Default for Dynamics 365
UST Global
+7
Applicable to:
Marketing
Sales
Customer Service
Field Service
Project Service Automation
Project Operations
Power Apps
UST User Default for Dynamics 365 streamlines Dynamics 365 data entry and retrieval.
5.0
(1 ratings)
11 out of 60
Heshun Investment & Finance platform
和顺正业(北京)数据科技有限公司
+10
Applicable to:
Marketing
Sales
Customer Service
Field Service
Project Service Automation
Customer Voice
Project Operations
Power Automate
Power Virtual Agents
Power Apps
我们提供募、投、管、退业务的全生命周期的投资业务管理系统。系统通过智能地分析投资数据,快速构建投资全流程的智能化管理,实现投资业务流程自动化与协同办公自动化的无缝集成。
12 out of 60
Data Quality App for Financial Services
Techdio ApS
+6
Applicable to:
Marketing
Sales
Customer Service
Project Service Automation
Power Automate
Power Apps
Data Quality Management Solution for Dynamics 365 & Power Apps
5.0
(5 ratings)
13 out of 60
Crowe Project Management
Crowe LLP
+3
Applicable to:
Sales
Customer Service
Power Apps
Project Management for Dynamics 365 is a comprehensive and easy-to-use project management solution.
5.0
(3 ratings)
14 out of 60
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)
15 out of 60
VisitorTracker
Sahara Watira for Digital Transformation
+2
Applicable to:
Customer Service
Power Apps
Internal Process Intelligent Automation Solution
5.0
(2 ratings)
16 out of 60
Infosys RM Workbench Solution
Infosys Limited
+4
Applicable to:
Sales
Customer Service
Power Automate
Power Apps
Platform for Bank Relationship Managers to provide seamless experience on customer engagement.
5.0
(1 ratings)
17 out of 60
Nintex AssureSign for Dynamics 365
AssureSign, LLC
+4
Applicable to:
Sales
Customer Service
Field Service
Power Apps
Execute digital transactions securely with the power of Nintex AssureSign
5.0
(1 ratings)
18 out of 60
Traviata
Realdolmen
+4
Applicable to:
Marketing
Sales
Customer Service
Power Apps
Traviata CRM for Insurance is tailored to fit the unique processes in the Insurance industry.
5.0
(1 ratings)
19 out of 60
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)
20 out of 60
GDPR Management for Dynamics 365 - proGDPR
CRMFIRST GmbH
+6
Applicable to:
Marketing
Sales
Customer Service
Field Service
Project Service Automation
Power Apps
proGDPR supports Organizations to achieve GDPR Compliancy – natively in Dynamics 365!
5.0
(1 ratings)
21 out of 60
Unity For Dynamics
Intellective
+3
Applicable to:
Sales
Customer Service
Power Apps
Connect Dynamics 365 users with other corporate repositories, workflows, content, and applications
5.0
(1 ratings)
22 out of 60
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)
23 out of 60
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)
24 out of 60
Northcraft Analytics IT Change Dashboard
Northcraft Analytics
+1
Applicable to:
Power BI apps
Change Management Intelligence
5.0
(1 ratings)
25 out of 60
Aptivio for Dynamics 365 Customer Engagement
Aptivio
+2
Applicable to:
Sales
Power Apps
Re-capture revenue you didn't know was yours
5.0
(1 ratings)
26 out of 60
ABAKA's AI-Powered Next Best Action
ABAKA Holdings Limited
+6
Applicable to:
Marketing
Sales
Customer Service
Project Service Automation
Customer Voice
Power Apps
AI-powered recommendation engine for increased customer engagement & digital customer experiences
1.0
(1 ratings)
27 out of 60
WDX1
WEALTH DYNAMIX
+4
Applicable to:
Marketing
Sales
Customer Service
Power Apps
Client Lifecycle Management solutions for wealth managers
28 out of 60
ULDD - Automate & Optimize Mortgage Process
Brimma Tech Inc
+2
Applicable to:
Power Automate
Power Apps
Accelerate borrower engagement, cut costs & securely bulk upload loan documents to Fannie Mae
29 out of 60
DQS/tera Finanzas
Dynamics Quality Services Consulting Group S.L.
+1
Applicable to:
Power BI apps
La solución permite realizar un análisis detallado de las ventas desde diferentes perspectivas
30 out of 60
DQS/tera Cobros
Dynamics Quality Services Consulting Group S.L.
+1
Applicable to:
Power BI apps
Controla de una manera fácil y eficiente la cartera de clientes
31 out of 60
SmartConnect Cisco Contact Centre For Dynamics 365
Maaz Technologies
+4
Applicable to:
Customer Service
Power Automate
Power Virtual Agents
Power Apps
Cisco SmartConnect provides Cisco contact centers a consistent Omnichannel Customer Experience
32 out of 60
Fact360 Forensics
FACT360 LIMITED
+1
Applicable to:
Power BI apps
Fact360 Forensics provides fraud and compliance investigation analytics
33 out of 60
EasySend App for Dynamics 365
EasySend
+1
Applicable to:
Power Apps
Automate your workflow and streamline customer data intake with EasySend’s no-code platform.
34 out of 60
Comtrade DASA
Comtrade System Integration
+2
Applicable to:
Power Automate
Power Apps
Empower decision-making by streamlining reviewing and approval processes with our DASA application.
35 out of 60
Infosys Agent Assisted POS Solution
Infosys Limited
+2
Applicable to:
Power Automate
Power Apps
Create hyper-personalized experience for both agent and customers during sale process.
36 out of 60
ESG and Sustainability Risk Intelligence
CORIZANCE
+2
Applicable to:
Power Automate
Power Apps
Connectedly assess, reduce Sustainability, ESG risks & effectively achieve Net Zero and social goals
37 out of 60
Personetics Discover within Dynamics 365
Personetics Technologies LTD.
+3
Applicable to:
Sales
Customer Service
Power Apps
Bankers and Financial Advisors - Financial Data-Driven Sales enablement in Dynamics 365.
38 out of 60
Infosys Underwriting Workbench App
Infosys Limited
+2
Applicable to:
Power Automate
Power Apps
Transforming Underwriters into an agile, reinvented, safe and an experience driven digital workplace
39 out of 60
Practice Engine Power BI Template App
SkyPoint Cloud, Inc.
+1
Applicable to:
Power BI apps
Power BI reports starter kit for Practice Engine Data Warehouse customers
40 out of 60
Digital KYC Management Solution
Dotcom Software Projects
+2
Applicable to:
Power Automate
Power Apps
Digitise and standardise the KYC process within any organisation.
41 out of 60
DQE One for microsoft
DQE-SOFTWARE
+3
Applicable to:
Sales
Customer Service
Power Apps
DQE, leader in data quality, to make their customer data more reliable with its proven technology
42 out of 60
Collaborate 360 Solution
PERSISTENT SYSTEMS LIMITED
+3
Applicable to:
Power Automate
Power Virtual Agents
Power Apps
Collaborate 360 Solution is a NextGen Employee Collaboration & Engagement Solution for PE Firms
43 out of 60
myCRM for Insurance
myPartner - Consultoria Informática, S.A.
+5
Applicable to:
Marketing
Sales
Customer Service
Power Automate
Power Apps
myCRM for Insurance will allow users to have insights about the process.
44 out of 60
Smartr365 Firm Template App
Smartr365 Finance Limited
+1
Applicable to:
Power BI apps
Template App for Smartr365 customers requiring Firm-level reporting
45 out of 60
Crowe CX for Commercial Lending
Crowe LLP
+3
Applicable to:
Sales
Power Automate
Power Apps
Commercial lending, simplified with the Microsoft Dynamics 365 platform.
46 out of 60
StaffCircle PowerBI App (UK)
StaffCircle Ltd.
+1
Applicable to:
Power BI apps
People Analytics for StaffCircle -Workforce Engagement Performance Management, Skills & Development
47 out of 60
StaffCircle US App for Power BI
StaffCircle Ltd.
+1
Applicable to:
Power BI apps
People Analytics for StaffCircle -Workforce Engagement Performance Management, Skills & Development
48 out of 60
Sparkle UKU
Sparkle Solutions
+1
Applicable to:
Power BI apps
Make decisions about the future of your company
49 out of 60
G-Treasury
Global ITS
+3
Applicable to:
Sales
Customer Service
Power Apps
G-Treasury for Dynamics 365 Customer Engagement and Power Apps
50 out of 60
Zaki Generative AI For Dynamics 365
Maaz Technologies
+4
Applicable to:
Customer Service
Power Automate
Power Virtual Agents
Power Apps
AI Powered Omnichannel Customer Experience Solution
51 out of 60
G-Collection
Global ITS
+4
Applicable to:
Sales
Customer Service
Power Automate
Power Apps
G-Collection for Dynamics 365 Customer Engagement and Power Apps
52 out of 60
portfoliopulselite
Neostats Analytics Solutions
+1
Applicable to:
Power BI apps
Manage your loan portfolio performance
53 out of 60
UST System Job Insights for Dynamics 365
UST Global
+7
Applicable to:
Marketing
Sales
Customer Service
Field Service
Project Service Automation
Project Operations
Power Apps
Enhance CRM efficiency with UST System Job Insights for Dynamics 365.
54 out of 60
UST Auto Number for Dynamics 365
UST Global
+6
Applicable to:
Marketing
Sales
Customer Service
Project Service Automation
Project Operations
Power Apps
UST Auto Number for Dynamics 365 provides advanced, customizable auto-numbering for CRM records.
55 out of 60
UST Workflow Scheduler for Dynamics 365
UST Global
+7
Applicable to:
Marketing
Sales
Customer Service
Field Service
Project Service Automation
Project Operations
Power Apps
Enhance control through automated CRM workflows with UST Workflow Scheduler for Dynamics 365.
56 out of 60
UST Attachment Mover for Dynamics 365
UST Global
+7
Applicable to:
Marketing
Sales
Customer Service
Field Service
Project Service Automation
Project Operations
Power Apps
UST Attachment Mover for Dynamics 365 optimizes CRM storage and boosts performance.
57 out of 60
UST Auto Assignment for Dynamics 365
UST Global
+7
Applicable to:
Marketing
Sales
Customer Service
Field Service
Project Service Automation
Project Operations
Power Apps
UST Auto Assignment for Dynamics 365 streamlines task distribution for enhanced team efficiency.
58 out of 60
Data Preservation for Dynamics 365 and Power Platform
Beans Infotech
+7
Applicable to:
Sales
Customer Service
Field Service
Project Service Automation
Customer Voice
Power Apps
Power Pages
Optimize the Cost and Performance of Dynamics 365 CRM and Power Platform using Data Preservation
59 out of 60
Asset & Inventory Management (AIM) App.
PENTHARA TECHNOLOGIES LLC
+2
Applicable to:
Power Automate
Power Apps
Efficiently track, monitor, and optimize your inventory.
60 out of 60
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