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.
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.
Head of Customer Engagement Banking
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.
Built on top of Dynamics 365 with Microsoft best practices and extensive experience from delivering solutions to banks.
Built-in standardised dashboards with key customer and product data. Ready-made standardized basic banking roles included.
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 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.