Financial Services news & resources

CafeX plans broad Microsoft Dynamics 365 integration for omnichannel customer engagement

by Linda Rosencrance
Immersive solution extends in-app live assistance to customers, with first look planned for November, general availability in 2017.
CafeX Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Financial Services Microsoft Corporate Mobile Applications

IoT Readiness, Part II: More companies can benefit from the Internet of Things, across more verticals

by Linda Rosencrance
Despite IoT’s benefits, many companies don’t take the plunge because they are don’t realize its possibilities for them
Business Central Customer Engagement Distribution Distribution Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL Field Service Field Service

Remaining Agile with CRM in the financial sector: Four strategies

by Ross Musselman
Although many financial services firms are working to evolve their approach to software, agile methodology can’t be forced upon them wholesale.
Configuration & Development Customer Relationship Mgmt Dynamics CRM Financial Management Financial Services Managed Services

CRMUG Summit: Expect Strategies on CRM User Adoption Successes and "Epic Fails"

by Dann Anthony Maurno
SEI’s Daniel Madden is zealous about CRM user adoption, and will share his user experience at CRMUG Summit 2016.
Adoption CRMUG Summit 2016 Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Financial Services Marketing Sales Sales & Marketing

Microsoft Dynamics CRM Online Coming Soon to UK Datacenter Regions

by Linda Rosencrance
Will be available in new Microsoft Cloud UK regions along with Azure and Office 365
Customer Relationship Mgmt Dynamics CRM Dynamics CRM Online Financial Services Government Healthcare Power Automate

How a Leading South African Bank Utilizes Microsoft Dynamics CRM for Client Remediation

by Rynhardt Grobler
A look into how Microsoft Dynamics CRM can be used to pull information from various systems into one front-end and enable speedy remediation of clients,
Dynamics CRM Financial Services Rebates

Microsoft Dynamics Partner Roundup: Partnership Expands into Midwest; SL 2015 Cloud Trial; Public Sector Global Deal; Cloud Stack for Aussie Bank

by Linda Rosencrance
A selection of announcements from the Dynamics partner channel
Banking Business Central Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL Financial Services Government Power Automate

How CRM Enables KYC Compliance in Banking, SIM Regulations in Telcos

by Dennis Lupambo
For mandatory financial services and telco requirements, CRM both solves the problem and improves customer service
Auditing Dynamics CRM Financial Services Regulatory Compliance Security Telecommunications

Embracing a CRM Initiative in Banking, Financial Services, and Insurance (BFSI)

by Pani Harito
Exploring three challenges facing the BFSI industry that will result in new efforts to improve customer experiences.
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Financial Services Insurance Marketing Sales Sales & Marketing Social Networks

Microsoft Dynamics Partner Roundup: Improved CRM Data Quality; IoT Device Management; EDI for GP 2016; Commodity Trading/RM for NAV

by Linda Rosencrance
A selection of announcements from the Dynamics partner channel
Commerce Customer Relationship Mgmt Dynamics AX Dynamics CRM Dynamics GP EDI Financial Management Financial Services HR Management Retail Workforce Management

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Why Vendor Validation is Now a Critical AP Strategy (And Not Just a Compliance Checkbox)

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Rio Marine Shortens Their Payment Cycle by 75% with Mekorma

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Now able to build batches, get approvals, and print checks or create ACH files within a single day
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This senior housing operator cut checks — and boosted efficiency — with Mekorma
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AP Automation Accounting Document Automation Dynamics 365 Dynamics AX Finance and Operations Financial Management Financial Services Invoice Processing Real Estate Transportation Utilities

NAI Significa saves 10 minutes on every inspection after deploying Resco Inspections

Resco

 A leading global commercial real estate brokerage firm wanted to digitalize inspection process

Architecture Automated Data Collection Construction Data Integration Data Management Dynamics 365 Dynamics CRM Enterprise Asset Mgmt Field Service Financial Services Mobile Applications Planning & Scheduling
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