Solutions for Financial Services
As large institutions expand their depth and breath of products and services, small to mid-size financial services firms must drive down the costs of internal processes and continually fulfill customer service expectations to grow their businesses in the face of strong competition. New and innovative strategies are required to remain competitive, to create growth opportunities, and to continue to increase profitability.
These challenges are causing financial services firms to change the way they manage operations and focus on client relationships. With Microsoft Dynamics you can effectively support your clients with more value-added services while streamlining business processes and lowering your costs.
Our fully integrated Microsoft Dynamics solutions provide a 360 degree view of client information by drawing on multiple data sources and then delivering information to users through a variety of tools that are built for Microsoft Office. By giving your customer-facing advisers and representatives access to the right information at the right time, Microsoft Dynamics can:
- Provide greater client insight
- Improve customer service
- And, help your firm attract and retain profitable clients.
Microsoft Dynamics GP combined with Microsoft Dynamics CRM for financial services firms, provides you with a:
- Comprehensive view of the client
- Improved customer service
- Reduced administrative burden for financial advisers,
- And, a seamless link with the customer.
Microsoft Dynamics GP Back-Office Accounting
- Comprehensive end-to-end financial accounting and reporting functionality.
- Module suites include electronic banking, purchasing and requisition management, payroll, human resources and more.
Microsoft Dynamics CRM Online Marketing, Sales and Relationship Management
- Configurable contact, activity, communications and marketing campaign management.
Integrated Document Management with Microsoft SharePoint
- Document scanning solutions
- SharePoint portal server solutions integrated with Dynamics GP and Dynamics CRM
Microsoft Office Based Business Intelligence and Reporting
- Microsoft Management Reporter or BI360 Business Intelligence, our Excel based one stop reporting and budgeting solution that reports off both Dynamics GP and Dynamics CRM.
Discover how Microsoft Dynamics help your Financial Services organization lower operations cost, while delivering better service and bottom line profits.
Contact Rimrock the Microsoft Dynamics experts at Rimrock today!.
