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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 11
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 omdömen)
2 out of 11
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 omdömen)
3 out of 11
Eligibility
Chorus Software Solutions
+4
Applicable to:
Marketing
Customer Service
Project Service Automation
Power Apps
Seamlessly automate eligibility checks anywhere in your workflow
5.0
(3 omdömen)
4 out of 11
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 omdömen)
5 out of 11
WDX1
WEALTH DYNAMIX
+4
Applicable to:
Marketing
Sales
Customer Service
Power Apps
Client Lifecycle Management solutions for wealth managers
6 out of 11
GUMU™ for Sage ERP - Dynamics 365 CRM Integration
Greytrix
+5
Applicable to:
Marketing
Sales
Customer Service
Field Service
Power Apps
Sync Sage 100 | Sage X3 | Sage 300 with Dynamics 365 CRM for Quick and Effective Data Integration
7 out of 11
FI Model Risk Manager
FI Consulting, Inc.
+2
Applicable to:
Customer Service
Power Apps
FI's MRM helps financial institutions govern and manage risk of their model portfolios.
8 out of 11
Financial Services Blueprint
CRM Dynamics Limited
+1
Applicable to:
Customer Service
Microsoft Dynamics 365 for Financial Services
9 out of 11
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
10 out of 11
WealthCraft
WealthCraft
+3
Applicable to:
Sales
Customer Service
Power Apps
Meet WealthCraft, your digital office assistant
11 out of 11