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Enterprise Bank: Powering Banking Services with Dynamics 365 CE|CRM


Enterprise Bank decided it was time to replace an older customer relationship management (CRM) system for financial institutions with a more powerful solution to manage service requests and other activities related to customers and prospects across all bank operations. The bank collaborated with Sikich to deploy Microsoft Dynamics 365 CRM technology, enabling comprehensive visibility of customer events and streamlined, unified business processes. The ongoing CRM journey and technology modernization will continue to unify Enterprise Bank’s technology landscape and improve the quality of services customers experience.

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Sikich is a leading professional-services firm that is among the top 1 percent of all enterprise resource planning solution partners in the world and ranks as one of the United States’ Top 30 CPA Firms.