The Customer Effective: FinServ product suite is a purpose-built solution that leverages Microsoft Dynamics CRM to the unique needs of financial service professionals.  Firms of all sizes, from community banks and wealth advisory firms to established global enterprises, use Customer Effective: FinServ to gain a 360-degree view of clients, automate business processes and integrate with existing systems. 
 

Role-tailored experiences specifically for Financial Services.  Our customized workspaces provide financial service professionals with role-based homepages, reports, forms and security profiles.  This attention to the unique needs within organizations help streamline routine tasks and increase productivity.

Quick access to consolidated customer knowledge.  Customer Effective: FinServ leverages native integration with familiar tools like Outlook and Excel and easily integrates with existing applications and technology architecture.

Mobile access.  Allow your employees to get quick access to customer data from smartphones, laptops, tablets or browsers.  Customer Effective: FinServ can be accessed from most any mobile device, regardless of manufacturer.   

Powerful and flexible reporting and analysis tools.  Customer Effective: FinServ products come pre-loaded with specialized industry-specific reports, KPI’s, charts and dashboards.  Existing technologies such as Microsoft SQL Server are leveraged to easily identify opportunities and trends.  Real-time dashboards can be easily tuned to the unique needs of your organization.

Workflows for Financial Services.  Industry-specific workflows are included in every Customer Effective: FinServ deployment.  Our experienced team of CRM and financial industry professional has developed a baseline of best practice workflows that help automate the manual processes that hinder productivity.