Banking solutions
for Microsoft Dynamics 365™
Your list of jobs to be done is long. Are manual tools and processes holding you back?
As your bank continues to evolve, your current technology doesn’t have to hold you back. But finding and implementing a new option that can automate processes and provide data-driven insights can be a stressful and time-consuming process.
You want to build long-term trust and loyalty by meeting the unique needs of your customers. And your technology platforms are at the center of that relationship.
One-size-fits-all might not fit you.
Many solutions provide too much or not enough functionality.
Instead, you can use a cost-effective and scalable platform that connects the people and processes most critical to your organization’s success.
A solution you might already be using provides exactly what you need today, but with the flexibility to quickly adapt to your organization’s changing needs.
Identify jobs in your processes that can be automated, eliminated, or made more efficient.
Your team already spends much of their day working with Microsoft solutions. Capitalize on your digital transformation with a digital solution that seamlessly integrates into tools you’re already using, like Outlook™, Office, Teams™, and SharePoint™.
Microsoft Cloud for Financial Services gives you a centralized data platform to build a comprehensive view of customers, unlock opportunities for acquisition, and facilitate a path for deeper collaboration.
Our solution is built on Microsoft Dynamics 365’s powerful platform technology to help you improve customer service, customer connections, and customer satisfaction:
Better customer engagement
Drive leads and referrals
Streamline processes and workflows
Generate data-driven insights
Better customer engagement
Better customer engagement
Demonstrate your customer loyalty
You can empower your staff with tools and information that deliver high-quality, personalized services for all interactions, across all channels.
Demonstrate your customer loyalty
You can empower your staff with tools and information that deliver high-quality, personalized services for all interactions, across all channels.
Drive leads and referrals
Drive leads and referrals
Grow your business intelligently
You can rely on a central location to automate and run your referral, lead, and sales qualification processes. Proactively manage your sales pipelines and activities.
Grow your business intelligently
You can rely on a central location to automate and run your referral, lead, and sales qualification processes. Proactively manage your sales pipelines and activities.
Streamline processes and workflows
Streamline processes and workflows
Increase your banking efficiency
You’ll be able to set alerts and customize workflows to help you reduce the time required to complete tasks and harmonize processes across departments.
Increase your banking efficiency
You’ll be able to set alerts and customize workflows to help you reduce the time required to complete tasks and harmonize processes across departments.
Generate data-driven insights
Generate data-driven insights
Make decisions more strategically
You can utilize analytics to improve and expand on your customer relationships and to help your relationship managers recommend the next best product, service, or action.
Make decisions more strategically
You can utilize analytics to improve and expand on your customer relationships and to help your relationship managers recommend the next best product, service, or action.
Configure the power of Microsoft Dynamics 365 for your banking needs.
We have customized Microsoft Dynamics solutions to provide you with functionality that can save you time and headaches.
Crowe CRM for Banking
Modernize and automate operations for improved productivity and more engaging customer experiences.
Crowe CX for Problem Loans
Receive a more comprehensive look at problems loans and more refined approaches toward management.
Crowe CX for Financial Spreading
Eliminate hand-keying at your organization with our automated spreading and managed service.
Modernize and automate operations for improved productivity and more engaging customer experiences.
Receive a more comprehensive look at problems loans and more refined approaches toward management.
Eliminate hand-keying at your organization with our automated spreading and managed service.
Crowe Program Manager
A cloud-based solution allows you to focus on the work that truly matters.
Microsoft Dynamics ERP
Tools to help manage your business in a powerful cloud-based solution.
Crowe CX for Commercial Lending
Streamline commercial lending processes and build lender-borrower connections with accessible communications tools
A cloud-based solution allows you to focus on the work that truly matters.
Tools to help manage your business in a powerful cloud-based solution.
Streamline commercial lending processes and build lender-borrower connections with accessible communications tools
Want to see a demo?
You can see how making a digital transformation can improve decision-making, streamline processes, and provide effective data management to help make your bank more secure and profitable.
We’ll walk with you through the journey of transformation.
We understand the value of technology in banking. To maximize that value, we applied our deep knowledge of both Microsoft Dynamics 365 and financial services. The result is a banking solution that is faster and more cost-effective.
Our team will create a digital transformation road map that’s tailored to your needs and requirements. But that’s just the beginning. From training your staff to helping you create processes for sustainable operations, we’ll be with you every step of the way.
Our latest thinking
Dynamics 365, Outlook, Teams, and SharePoint are either registered trademarks or trademarks of Microsoft Corp. in the United States and/or other countries.