CRM for Banking

Overview

Our Microsoft Dynamics CRM for Banking solution is a customer relationship management solution built specifically for the banking industry's unique needs. Built on the framework of Microsoft Dynamics CRM, our solution transforms account-centric banks into customer centered enterprises. CRM solutions for the banking industry integrate existing core banking systems and data to deliver a complete 360 view of customers. Our distinct, purpose-built CRM solutions for retail banking, commercial banking, and wealth management help all bank team members market, sell, and service efficiently and effectively.

  • Mobile Capability. Stay connected to the clients, opportunities, and prospects that matter to you the most. All CRM banking solutions can be accessed on the go using your tablet or smart phone. Our mobile options range from our free, mobile browser solution, to a native mobile client built specifically for your device. Hitachi Solutions also offers a mobile portal framework that could be leveraged in your banking environment.

  • Flexible Deployment. Financial services firms face complex security and regulatory issues which can delay the deployment process. Whether you use a cloud, hosted, or hybrid approach, Microsoft Dynamics CRM provides options that accommodate your budget, security model, and long term infrastructure strategy. This flexibility ensures your CRM deployment is the best choice for your business.

  • Works within Outlook. Microsoft Dynamics CRM provides access to account information through a familiar Microsoft Outlook experience to ensure rapid user adoption and fast results. All of your enterprise contacts are centrally managed in CRM, but can surfaced individually in Outlook. Microsoft Dynamics CRM workflows are designed to push emails, appointments, and tasks into Outlook to enable efficient collaboration throughout the organization.