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ERP solutions for the financial services industry
To meet the needs
of the financial services industry, SSYH recommends
Microsoft
Dynamics GP and Microsoft
Dynamics CRM solutions.
If your financial
services organization holds long-term investments
such as stocks, bonds, mutual funds, companies,
cash and/or real estate, we recommend Investment
Asset Management (IA) from ICAN
Software Solutions.
Microsoft Dynamics GP paired with IA is the
perfect solution for family offices, hedge funds,
holding companies, emdowments, foundations,
insurance companies, municipalities and retirement
funds.
Microsoft
Dynamics GP for Financial Services
With few new clients
available, financial services firms must up-sell/cross-sell
to current customers or win market share from
their rivals in order to grow their businesses.
Since many firms are offering higher returns
and lower fees to attract new business, financial
services organizations must work diligently
to drive down the cost of their internal processes
while displaying a greater level of customer
intimacy.
These challenges drive banks,
insurance companies, and securities firms to
change the way they manage client relationships.
They must find ways to share a comprehensive
view of each client with all parts of their
organization. By using the right financial management
solution, the client can be effectively supported
and business processes between groups within
the firm can be integrated, reducing paperwork
and lowering costs.
Microsoft
Dynamics CRM for Financial Services
Microsoft Dynamics CRM can help your financial
institution by working the way your people do.
Microsoft Dynamics CRM provides holistic client
information by pulling it from disparate data
sources and then delivering it to users through
intuitive prospecting and customer relationship
management (CRM) tools that are natural extensions
of Microsoft Office system applications, such
as Microsoft Office Outlook. By giving your
customer-facing advisors and representatives
access to the right information at the right
time, Microsoft Dynamics CRM provides better
customer insight, enables improved customer
services, and helps your organization attract
and retain clients more profitably than your
competitors.
Benefits of SSYH's solution for
financial services organizations:
- Deliver analytics and embedded
coaching to help maximize opportunities to
cross-sell products and services.
- Easily incorporate changes
for regulations and compliance.
- Integrate sales, marketing
and customer service.
- Support flexible implementations
to support your constantly changing business
processes.
- Foster a high user adoption
rate due to the familiar user interface and
tight integration with Microsoft Office system
applications.
- Create an agile platform that
helps financial services organizations support
speed-to-market products, adapt quickly to
changing customer needs, and achieve scale
and operational efficiency.
Microsoft Dynamics CRM can help
your financial services company:
SSYH:
Your Source for Financial Services Industry
Solutions
When you decide on a Microsoft Dynamics solution
for the financial services industry, we will
do whatever we can to make sure the purchasing
process is uncomplicated and painless. We provide
personalized, local servicefrom planning,
to implementation, to ongoing support. We are
dedicated to helping make sure you receive the
business solution best suited for your precise
needs. Contact
us for more information or to schedule a
needs
analysis.
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