noun_Email_707352 noun_917542_cc noun_Globe_1168332 Map point Play Untitled Retweet

Banking CRM

Customer Engagement Banking is an employee dashboard based on Microsoft Dynamics 365 that utilizes customer insights to strengthen the sales, service and advisory process in banks.

Utilise data to empower advisors

Data and a 360 degree overview of a customer are vital in aiding advisors providing the best customer service.

Providing relevant actions through the serviced channel based on a customer profile can help increase customer satisfaction, reduce churn and increase sales.

We can support with the integration of data sources and core application as well as the set up of tailored employee dashboards, customer cards and sales processes.

Jon-Vegar Rugseth

Head of Customer Engagement Banking

Increase customer loyalty and enable advisors with proactive and personalised customer service.

Customer insight

Increase customer loyalty and enable advisors with proactive and personalised customer service.

All relevant customer data sources in one dashboard. Structured work day and task list to ensure process efficiency.

Empower advisors

All relevant customer data sources in one dashboard. Structured work day and task list to ensure process efficiency.

Built on top of Dynamics 365 with Microsoft best practices and extensive experience from delivering solutions to banks.

Best practices

Built on top of Dynamics 365 with Microsoft best practices and extensive experience from delivering solutions to banks.

Key features

Employee dashboard

Built-in standardised dashboards with key customer and product data. Ready-made standardized basic banking roles included.

Integrated services

Solution set up with standardised banking data model, with ready integration to TietoEVRY's own core banking applications. The solution also has the ability to integrate with external data sources (for e.g. third parties) and data warehouses.

Cloud-based

Cloud-based solution built on top of Dynamics 365. The solution has been developed in close collaboration with Microsoft and has been reviewed by their architecture team to ensure development has been in accordance with best practices.

In the news

OBOS-banken chooses TietoEVRY’s new CRM banking solution to gain seamless access to their banking systems.

Read more
Share on Facebook Tweet Share on LinkedIn