An engagement tailored for the banking industry to explore how Dynamics 365 Customer Engagement/CRM can maximize your relationships and optimize your processes.
Wipfli offers a unique and powerful relationship management solution built on Dynamics 365 and tailored to the banking industry.
Our solution creates one simple-to-use interface across all lines of business and branches, allowing you to effectively manage customer information, improve customer service, and keep everyone up to date on every customer interaction. It provides visibility into referrals, sales opportunities, customer life events, products, account balances, and next best offers.
Wipfli Connect for Banking leverages Microsoft Dynamics 365 Customer Engagement sales and customer service to maximize every relationship to enable banks to drive profitability, noninterest income, and improve cross-sell referrals.
It is a central point of view that consolidates information from a lot of disparate systems including your core processor, mortgage, investment, and insurance systems.
You will also see first hand how Dynamics 365 in banking can address your growth related business challenges through a series of day in the life scenarios, which includes the following topics:
This session is for Business Leaders, IT, and Sales Managers.
By Wipfli LLP
Dynamics 365 | Power Apps