Create a complete view of your members using Microsoft Dynamics 365 Customer Insights. At Avtex, we build better customer experiences with Microsoft AI and machine learning.
Demographic, transactional, financial, and more data about your customers can be retrieved and stored securely in the Microsoft Dynamics 365 Customer Insights platform. Avtex draws on its industry expertise to assess your data sets, identify the top priority sources that make the most impact, and include additional third-party data sets for enrichment of Credit Union member profiles. Frequently used sources include: CRM systems, Account processing platforms, Lending systems, databases, and custom-built applications.
Exclusively within this offering, Avtex offers Household reporting. We will validate and normalize addresses to provide clear and consistent households across your datasets, then connect Power BI to the Customer Insights instance and provide a dashboard. This dashboard gives a look into the aggregate stats of your members’ households, not just the individuals, to help you identify where your biggest opportunities for growth exist.
To better understand customer motivations, we build segments using any available dimensions of the 360° profile. Our Data & AI team then provides a brief road-map for using machine learning and AI-powered insights to offer relevant services, engage your members better, and create a lasting relationship with them.