A key business imperative for banks worldwide is to attract and retain more profitable client relationships and improve efficiency through cost-effective, widely adopted, easy-to-use tools that provide a consolidated view of client data for greater customer intimacy and more effective identification of cross-sell/up-sell opportunities to generate higher profitability. 

Customer Effective: FinServ for Banking was built specifically to address the unique challenges of both  retail and commercial  banks. A unified view of all customers and account activities enables all staff with the same access to information and customer insight. Connected systems with centralized data store allow banks to collect information at every interaction  point. Industry-specific, best practice functionality included with Customer Effective: FinServ for Banking includes:

• Integration framework to core banking  systems
• Electronic signatures and  loan approval processes
• Marketing  campaigns and  list management
• Document management
• Role based  security  and forms for banking
• Customized workspaces with role-based dashboards
• An integrated 360 degree view of:
  • Companies
  • Households
  • Referrals
  • Deposit  Accounts
  • Asset Accounts
  • Loans

Because Customer Effective: FinServ for Banking is built on Dynamics CRM 2011, the intuitive, familiar features of Microsoft Office are directly accessible within CRM. Tellers, Branch Managers, Loan Officers and other users can access CRM through a web browser or directly inside of Microsoft Outlook. Dynamics CRM 2011 is also a key component of Microsoft’s Business Productivity Suite; providing seamless integration with SharePoint, SQL Server and other familiar tools.