Financial Services

Provide your customers with excellent services, efficiency and added value while optimizing business processes and reducing operational costs
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Give your team the data and tools they need to provide unparalleled customer services

Banks, insurance companies and other financial companies need to reduce the costs of their internal processes and deliver better customer service to be able to challenge the competition.

With the help of the customer relationships management solutions we offer, financial companies can provide their employees with quick access to the information they need and a better insights of customer-related activities. This improves service and helps businesses attract and retain profitable customers.

Manage every aspect of your business with leading software solutions

Business Management

Microsoft Dynamics 365 Business Central is one of the leading ERP systems used by over 160,000 companies worldwide. The solution helps you manage every aspect of your business – finances, human resources, projects and more.

Learn more of Business Central

Relationship Management

Microsoft Dynamics 365 CRM is a family of business solutions that support successful sales. With their help you can find and attract the right customers, close more deals faster and turn customers into ambassadors of your business.

Learn more of Dynamics 365 CRM

Data Management & Analysis

Tableau is a leading data analysis solution that helps you see and understand your data. Tableau helps you discover trends and dependencies, react immediately to market opportunities and base your decisions on information, not intuition.

Learn more of Tableau

How will our solutions and services benefit your business?

Complete view of the customer

  • Better visibility into all customer data in real time
  • Track all customer-related actions over multiple communication channels
  • Track and analyze customer needs while expanding the opportunities for up-sell and cross-sell as well as quickly adapting to changing customer requirements

Optimal customer service in banking

  • Update channels such as ATMs and call centers, POS systems or branch consultation systems
  • Guarantee a consistent high level of customer service across all channels

Less administrative burden on financial advisers

  • Allow your financial consultants to work more effectively with different data sources and distribution channels
  • Integrate sales with marketing and customer services
  • Easily make changes to regulations and regulatory compliance

Integration of all available insurance processes and systems

  • Integrate applications and processes that span across distribution networks, service providers, rights administrators, claim processing and reinsurance
  • Create and maintain impeccable relationship with your clients

Want to learn more about our experience in your industry?

We will gladly tell you more about our projects and solutions.

Contact us