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Financial Services CRM

Our CRM for Financial Services Solution provides a member and customer relationship management solution tailored for the needs of credit unions and financial services organizations.

View our National webinar we held with Microsoft on MS CRM for Financial Services organizations –> Click Now

KnowledgeTech Consulting works to solve the needs of Financial Services organizations throughout Canada.  The company specializes in building, integrating and supporting relationship management solutions for wealth management, insurance and core banking.

Customers enjoy the following benefits from using our solution:

  • An integrated solution using Microsoft Dynamics CRM
  • A solution that can be simply configured and extended to suit the changing needs of each individual customer
  • Eliminate multiple standalone systems, silos of Outlook contact information, that require human or paper processes to achieve cross-organizational process integration
  • A solution that efficiently and accurately collects, manages and guides employees in their respective roles
  • A system that has inherent privacy and security controls and ensures that access to and disclosure of information is explicitly controlled and not up to an individual’s discretion.

As the Financial Services industry continues to grow more competitive, it’s more important than ever for organizations to better understand their customers, and more significantly, to meet their needs.  The aim is to build stronger more enduring relationships, through better knowledge of members & customers preferences, likes and dislikes; to better manage the interactions with customers, to be able to anticipate their needs, fears and opportunities.

This 360° view of the customer, through segmentation, can help drive marketing initiatives, and build proactive relationship management resulting in a superior customer experience.

KnowledgeTech’s CRM for Financial Services Solution provides to organizations:

  • Centralized and consistent source for member & customer contact details;
  • Activity & Contact Management;
  • Management control of member & customer contacts details;
  • Reporting on employee and member activity;
  • Supports Regulations & Compliance;
  • Able to track ‘soft data’ across all member & client interactions, enabling the organization to positively impact the client experience, satisfaction and relationship;
  • Results in Establishing Trust – building sustainable relationships.

To learn more about our CRM for Financial Services Solution, or our other solutions and services, contact us today.  We look forward to hearing from you.