Dynamics 365 for Financial Services: 4-Hr Briefing

PowerObjects An HCL Company

Organizations in the financial services industry need to find a way to attract and retain customers. PowerObjects Financial Services experts will show you how Dynamics 365 can help.

In today’s economy, organizations in the financial services industry need to find a way to attract and retain customers – and that happens with outstanding customer service. PowerObjects will tailor a CRM solution for Microsoft Dynamics 365 that will empower your team to become trusted advisers to customers, increase customer retention, boost profitability, and proactively manage risk while helping to increase managed assets and reduce administrative costs. PowerObjects has the experience and expertise to develop practical solutions for Financial Services in the areas of wealth and asset management, insurance, banking, and more.

Industry Tailored Solutions

The financial services industry needs a platform that is more than a single point solution. PowerObjects can help your financial services organization develop a customized CRM solution to help you centralise and manage extensive customer data, streamline and automate processes, establish long-term customer relationships, and improve sales and service. We can build you an integrated sales management, strategic marketing, and customer service platform tailored precisely to your needs using our Financial Services Industry Templates covering insurance, retail banking, wealth management, investment banking, asset management, and capital markets.


  • Microsoft Dynamics 365 overview
  • Key benefits of Microsoft Dynamics 365 in Financial Services
  • Core business process optimization
  • True Customer 360 view across the organization
  • High performance omni-channel customer service
  • Intelligent marketing and customer segmentation
  • Predictive analytics and next best action
  • Advanced sales visibility
  • LinkedIn relationship calls
  • Talent management and HR
  • Self-service capabilities
  • Mobile working and productivity
  • Seamless integration with core platforms
  • PowerObjects Industry Templates and Accelerators
I korthet