The right CRM solution for banks and credit unions

Ryan Plourde
| 3/12/2021
The right CRM solution for banks and credit unions

CRM solutions have become an essential tool for all types of businesses. The right CRM solution can be particularly valuable to banks, credit unions, and other lenders.

For financial services organizations, customers are the most valuable asset. Ongoing growth depends on meeting the many needs of current and new customers. In this time of less face-to-face contact with customers, knowledge is key, and having the right CRM solution is more important than ever.

What can the right CRM solution do for your organization? It should:

  • Help establish, strengthen, maintain, and expand customer relationships
  • Help increase efficiency and help team members deliver exceptional customer service
  • Provide a central location for assembling, preserving, and reporting on every useful piece of information about customers

A CRM solution for financial services companies

Crowe CRM for Banking, powered by Microsoft Dynamics™ 365, is designed to help banks:

  • Engage customers
  • Provide actionable insights
  • Automate administrative processes
  • Empower employees to deliver better service
  • Create opportunities for business growth
  • Track branch activities and lending histories
  • Enhance lead and referral management
  • Gain a 360-degree view of customers and their activities

Crowe CRM for Banking gives bank staff the tools and information for delivering efficient, high-quality, personalized service across all channels. It empowers managers and team members to meet banking challenges, reach business goals, and thrive in a changing marketplace.

A CRM solution built on the power of Dynamics 365

Microsoft Dynamics 365 enables users to organize, track, and manage customer information such as core account information, online banking, bill paying, merchant card services, and demographic data. Users can obtain a complete picture of customers by viewing transactional, behavioral, and demographic data in real-time and then leveraging the data to manage and track referrals, sales pipelines, customer touches, case management, customer segmentation, marketing campaigns, and employee incentives across all channels.

Dynamics 365 offers many advantages, including:

  1. A central location for all customer data, accessible to those who need it
  2. Access to customer information even when users are working remotely
  3. Tracking customer touches across departments including marketing, sales, and service
  4. Automated work processes for more accuracy, consistency, and efficiency
  5. Automatic tracking of employee goals and incentive plans
  6. Work processes that can quickly scale as the organization grows

This CRM solution helps improve team productivity by providing access to actionable service and sales-related information for users as they interact with customers. It also enables team members to work smarter by streamlining and consolidating the work processes most vital to the organization’s growth, goals, and service strategies.

Have a question or interested in evaluating the CRM functionality in Dynamics 365?

Why choose Crowe

Crowe works with more than 2,000 financial services organizations across the country, including about two-thirds of the top 100 U.S. banks.1 The Crowe CRM team is dedicated to helping banks improve efficiency and reach greater success.

Crowe banking and technology professionals have helped many financial services organizations gain the benefits of implementing Crowe CRM for Banking powered by Dynamics 365. Our team can help management:

  • Objectively assess existing work processes
  • Compare organizational performance to best practices and benchmarks
  • Identify which activities contribute to or jeopardize customer satisfaction
  • Assess workflows, job and department roles, internal controls, and the efficiency of an organization's current technology

Crowe professionals focus on helping banks manage technologies, enhance systems, address complex data and analysis challenges, and organize processes for optimal efficiency. We provide practical advice and proven methods designed to help organizations create lasting change.

Visit for more information about Crowe CRM solutions and services for Microsoft Dynamics 365 software.

1 Source: Crowe analysis of banking client engagements
Microsoft and Microsoft Dynamics are either registered trademarks or trademarks of Microsoft Corp. in the United States and/or other countries.

Contact us

Ryan Plourde
Ryan Plourde
Office Managing Principal, Westborough, Microsoft CRM Services Leader