Financing, assessment, risk management, treasury, asset & fund management or factoring – we know the challenges of the financial industry. CRM software for banks and financial service providers must ensure that data is available in real-time, that data protection concepts comply with legal provisions and that the requirements of the industry are completely fulfilled.
Extension of credit and other standard processes of banks and financial service providers are mapped in one system. Decisions remain traceable at any time, and documents are stored in a central location. The four-eyes principle is accommodated at any time.
No matter how strict the security regulations are – with Microsoft Dynamics 365, you can define the provisions simply by defining roles and permissions. Your employees have access to all the customer data they need for their daily work and to which they have access permission based on internal or external requirements.
All customer data is available in the system and can be accessed at the push of a button. This way, you can always stay on top of things.
Account managers are proposed products matching their respective customer – e.g., based on ongoing marketing operations or evaluations of similar customer data. This makes it possible to exploit the cross-selling potential even better, which entails higher customer retention and noticeable increases in sales.
Modern business processes have long been supported by a variety of digital tools: From telephony through to daily office processes, financial management, customer relationships to strategic business decisions there is no area that does not benefit from special software solutions. It is crucial that all of these solutions are exactly matched to one another, work together perfectly and create added value by providing and processing information in an intelligent way. COSMO CONSULT provides software solutions that digitally support all aspects of your business. We rely on state-of-the-art technologies by Microsoft entailing several benefits:
The entire range is based on the Microsoft Dynamics 365 business solutions. In some cases, the collaboration and document management system Microsoft SharePoint is also included. Additionally use modern Business Intelligence applications such as Microsoft Power BI or QlikView to stay on top of things even in the age of big data. In our projects, we link all the systems involved into a fully integrated, comprehensive and future-proof digital ecosystem for the financial service providers.
COSMO CONSULT has many years of experience with digital solutions for the financing and banking industry. Our offers are based on a clear procedure, detailed knowledge of the industry processes and excellent product expertise. Our experts will be happy to advise you on the many opportunities resulting from the use of modern software technologies. Call us. Together, we will discuss how your business can benefit from our digital solutions.