Features
CRM Accelerator for Financial Services
Unify and automate your financial processes, increase the health of your client relationships and improve your bottom line.
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.
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
People-centered
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.
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