How Microsoft CRM benefits the Banking Sector
The Microsoft Dynamics CRM is one of the leading CRM systems across all platforms and sectors. Every industry that depends on their customers for business growth needs a CRM solution that can enhance their customer relationship experience. A system that improves communication and allows the customer to feel valued is what every financial institution requires.
Pragmasys presents the Banking sector with PragmaBanco, a CRM system customised and designed efficaciously to meet the specific needs of the financial sector. Based on the Microsoft Dynamics CRM system the PragmaBanco heightens the encounter on every vertical. It is built on a secure foundation and the precepts are all encompassing.
Mobility: Customer centric banks need to provide their customers with an experience that allows then to access information on the go. Secure integrated apps that allows round the clock access lifting the time restriction barriers. PragmaBanco by Pragmasys based on the MS Dynamics CRM supports total mobility of the system. It allows the anytime anywhere engagement for customers allowing them access to their funds even in dire straits.
Flexibility: The Microsoft Dynamics CRM offers the flexibility to expend the CRM across a variety of different platforms and PragmaBanco leverages this feature to every extent. PragmaBanco has the facility to accommodate the client’s needs and fit into their budget. The model and infrastructure of the CRM can be suited accordingly. The Flexibility of the PragmaBanco enables organisation to process customer requests at a quicker pace, improving the response time and customer satisfaction level.
Security: The multiple levels of security ensure that a breach is near impossible. Irregular activity pattern triggers are one of the tools that can help to identify possible threats and curb them with security verifications. Multiplex security model with randomly changing algorithms and delayed deployment work on the regulatory front. The PragmaBanco is a totally secure model with monitored gateways for transaction. Secure shutdowns to prevent infiltration and easy unblocking with valid verification to avert hassles to customers.
Communication: The easy integration of the Microsoft Dynamics CRM with various communication tools including the Microsoft Outlook enables effortless communication with customers at various levels. PragmaBanco supports email templates and automated communication through emails and messages. This communication could relate to account transactions or to communicate vital information. Communication is not limited to customers but helps to improve internal organisational workflow as well. Effective communication within the organisation allows efficient collaboration between employees working towards a common objective.
Consolidating all these features the PragmaBanco offers a variety of options for deployment. It aims at simplifying the complex systems and processes for the end user as well as for internal organisational purposes. It has a user friendly approach with simple manoeuvrability within the CRM system to enhance the overall feel to a less intimidating one.
The PrgamaBanco integrates a 360° view of customer activity. Query and activity patterns can be used to recognise customer requirements and upgrade customer services. It can be leveraged to transform the banking experience to a comprehensive one which caters to customers specific needs.
Pragmasys provides a seamless transition for Banks into the PragmaBanco CRM without disrupting current workflow. It enables customers to adjust into the new system in an uncomplicated manner. The upgrade utilises the current system coordinates to allow straightforward integration. The Banking personnel will receive the necessary training and round the clock technical support with system queries and process execution. Pragmasys makes system upgrades easy.