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.

Agenda

Introduction to Dynamics 365
Review of core processes & current business challenges
Demonstration of Dynamics 365 in banking and how it aligns with your business challenges

Deliverables

Learn how Dynamics 365 can streamline your processes and increase collaboration
Gain an understanding of Microsoft’s technology roadmap
Discover best practices within your industry

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:

Increase retention and cross-selling opportunities, while building a sales culture
Drive non-interest income and maintain or improve margins
Leverage comprehensive customer intelligence and put more flow into your workflow
Delight customers with exceptional service across all touch points and build customer trust with better insights
Maintain customer loyalty and obtain new customers

Note

This session is for Business Leaders, IT, and Sales Managers.

Dynamics 365 in Banking: 4-Hr Workshop

Wipfli LLP

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