Banking · CRM · MS Dynamics 365

Banking CRM built on Microsoft Dynamics 365

Oschadbank, Ameriabank, ForteBank

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Challenge and solution

Bank managers worked across dozens of disconnected systems. A single operator window with a 360° customer profile, full product history, marketing, loyalty, and collections modules, and an AI assistant.

Results
  • Shorter service time
  • Cross-sell growth
  • Single customer profile
Service
Banking solutions
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