ERP Financial & Asset Management Software

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:

• Provide your people a holistic view of the client. By collecting data from multiple databases throughout the company in real time, your people can more effectively service the prospect and offer new and more profitable products/services.
• Drive greater profitability. Empower your people to help increase the profitability of the retail branch, advisor storefront, or insurance agency/brokerage through improved customer service and a better ability to provide clients with a full range of financial products and services.
• Improve banking customer service. Renew channels such as automatic teller machines (ATMs), call centers, teller systems, or in-branch advisor systems with reusable business components that ser the stage for cross-channel consistency and improved customer service.
• Link disconnected insurance business processes and systems. Create an integrated set of applications and workflow processes that span distribution networks, service providers, policy administrators, claims processing, and re-insurance to create a seamless link between your people and the customer.
• Cut back on the administrative burden to financial advisors. Enable financial advisors to work more effectively and efficiently across information sources and distribution channels to better service clients. By integrating systems, advisors can gain a more holistic view of the customer and a better chance of identifying products they can successfully cross-sell.

  » Microsoft Dynamics CRM for Financial Services demo

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 service—from 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.

Contact us to learn which SSYH ERP financial software solution is right for you.