CRM Accelerator for Financial Services

Unify and automate your financial processes, increase the health of your client relationships and improve your bottom line.

Three people reviewing a financial chart on a computer

Transform Your Financial Services with Customers at the Center

Is your financial services firm looking to deepen client relationships, maximize client value, and deliver the best customer service possible?

Powered by Microsoft Dynamics 365, our CRM Accelerator for Financial Services offers a centralized hub for streamlined customer-centric operations, ensuring a holistic approach to meeting client demands for instant, personalized service. AI and Co-pilot infused, it enables firms across all sectors of the financial services industry to seamlessly manage their diverse activities across multiple channels.

HSO's CRM Accelerator for Financial Services helps transform your Financial Services business by enabling streamlined operations and personalized customer engagements, right out of the box. Elevate your firm's digital presence effortlessly with our platform's strong yet flexible foundation.


  • 1


    Integrate client profiles, interactions, and transaction information to transform from a transactional or account-based view to a people-centered one.

  • 2

    Better Marketing

    Marketing more efficiently with customers based on milestones, transaction histories and more.

  • 3

    Empower Employees

    Empower your teams to better understand and predict customer health with a clearer view into customer activity and history.

  • 4

    360 degree insight

    Gain access to all customer information

  • 5

    Efficient onboarding

    Identify and automate customer onboarding processes to improve employee efficiency and increase customer satisfaction.

  • 6

    Sales Management

    Quickly identify opportunities with intelligent sales systems.

Three people reviewing a financial chart

Solution Benefits

  • 360-degree view of customer data enables employees to deliver enhanced customer experiences
  • Reduce onboarding and operational costs
  • Easily and accurately manage your financial operations
  • Allows contact centers to handle more interactions and anticipate customer needs
  • Manage business activities automatically with tailored workflows
  • Financial System Integration
  • Works on all devices

Get started with the CRM Accelerator for Financial Services today. Contact us!

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