Banking, Finance & Investment

The Financial Services sector thrives on real-time automation and AI solutions to deliver quality client engagement, whilst reducing labour-intensive tasks. CRMCS works within the Banking, Finance and Investment marketplace by expertly connecting Dynamics 365 with Microsoft Azure in a secure and business-efficient way.

Our class-leading solutions focus on building and maintaining the best available CRM platforms. And, because we're vendor agnostic in our approach, we're fully focused on enhancing client engagement, optimal service delivery, compliance, security and automated reporting. Plus, unlike many Dynamics 365 solutions providers, we have developed our own suite of Dynamics plug-ins, including the ground-breaking DocDrive365 - the first intelligent document management solution, capable of fully connecting and integrating Microsoft Teams, Dynamics and SharePoint, together under one roof.

Our support to the Financial Services sector includes delivery of secure Dynamics 365 services, including:

  • Configuration and roll-out of Microsoft Teams solutions, focusing on real-time collaboration services for Client Managers.
  • Work flow automation through Cognitive Services to provide intelligent client-facing real-time information.
  • Improved relationship management through applying Dynamics 365 Marketing, to achieve better client relationships.
  • Enhancing relevant product and service offerings through better client engagement, whilst enhancing corporate compliance and governance.
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Understanding Your Challenges

Our strong understanding of CRM and emerging technologies within the Microsoft environment means we deliver the right solutions for you.

Proven Real-World Solutions

As a leader in the field of Dynamics solutions, our pedigree developing and delivering real-world solutions is unsurpassed.

Long Term Support

We provide support beyond our design, implementation and 'go-live' delivery using Sprints and continual updates to our AppSource apps.

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