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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 32
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 classificaties)
2 out of 32
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 classificaties)
3 out of 32
Subscription and Recurring Billing Management within Dynamics 365 CRM
Inogic
+1
Applicable to:
Sales
Automate Subscriptions, Recurring Billing Process & Tax Calculations in Microsoft Dynamics 365 CRM
4 out of 32
365 Collect
365 Mechanix Pty LTD
+4
Applicable to:
Marketing
Sales
Power Automate
Power Apps
Automated customer centric debt recovery & debt collection software.
5 out of 32
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.
6 out of 32
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 classificaties)
7 out of 32
WDX1
WEALTH DYNAMIX
+4
Applicable to:
Marketing
Sales
Customer Service
Power Apps
Client Lifecycle Management solutions for wealth managers
8 out of 32
Tamarac CRM
Tamarac Inc.
+1
Applicable to:
Sales
Web-based client relationship management system designed specifically for independent advisors.
4.0
(5 classificaties)
9 out of 32
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 classificaties)
10 out of 32
Salentica Engage
SS&C Salentica
+1
Applicable to:
Sales
Salentica Engage is an integrated platform built on Dynamics 365 and designed for wealth management.
4.4
(5 classificaties)
11 out of 32
PayPal Invoices
Innovation Development
+1
Applicable to:
Sales
Innovation Development PayPal Invoices
5.0
(1 classificaties)
12 out of 32
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 classificaties)
13 out of 32
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 classificaties)
14 out of 32
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 classificaties)
15 out of 32
CRM Telephony Integration
C Centric Solutions Pvt Ltd
+1
Applicable to:
Sales
The Quickest and Easiest way to computer-telephony integration!
3.0
(2 classificaties)
16 out of 32
Agency Relationship Management Solution
Infosys Limited
+2
Applicable to:
Sales
Customer Service
Agency Relationship Management Solution (ARMS)
1.0
(1 classificaties)
17 out of 32
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
18 out of 32
Clone Record With Hierarchy
LTIMindtree Limited
+1
Applicable to:
Sales
Clone CRM record(s) in few clicks along with hierarchy
19 out of 32
Clone Record
LTIMindtree Limited
+1
Applicable to:
Sales
Clone CRM record(s) in few clicks
20 out of 32
Clone Bulk Records
LTIMindtree Limited
+1
Applicable to:
Sales
Clone Bulk Records
21 out of 32
Timeline
LTIMindtree Limited
+1
Applicable to:
Sales
Time duration calculation between two events on the custom configuration
22 out of 32
Chinese Walls Solution for Financial Sector
Wipro Ltd
+2
Applicable to:
Sales
Field Service
Chinese Walls Solutions for Dynamics 365 Customer Engagement
23 out of 32
Audit Downloader for Dynamics
LTIMindtree Limited
+1
Applicable to:
Sales
This accelerator allows Admin to export/download the audit log
24 out of 32
VIDSigner Connector
INFOAVAN Soluciones S.L.
+5
Applicable to:
Marketing
Sales
Customer Service
Field Service
Power Apps
Dynamics 365 - VIDSigner Connector
25 out of 32
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.
26 out of 32
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
27 out of 32
BillingPlatform - Monetization Platform
BillingPlatform
+2
Applicable to:
Sales
Power Apps
Advanced billing & revenue management for companies with hybrid billing models.
4.7
(6 classificaties)
28 out of 32
EJADA LOS (Loan Origination System)
Ejada Systems
+1
Applicable to:
Sales
Loan Origination System built on top of Microsoft Dynamics 365
29 out of 32
SmartLoan
Smartstatz Solutions LLP
+3
Applicable to:
Sales
Power Automate
Power Apps
los, banking, assets, loan origination, loan underwriting, credit assessment, credit approval notes
30 out of 32
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
31 out of 32
WealthCraft
WealthCraft
+3
Applicable to:
Sales
Customer Service
Power Apps
Meet WealthCraft, your digital office assistant
32 out of 32