Microsoft Dynamics CRM

Product Details

As the financial services industry continues to consolidate and expand, banks and investment firms require new and innovative strategies to remain competitive, create growth opportunities, and contribute to the bottom line.

You can gain greater insight into your customers' needs by:
* Offering more relevant, personalized products and services
* Identifying high-value clients and allow you to pursue new revenue opportunities

Built upon Microsoft Dynamics CRM, Green Beacon’s customer relationship management (CRM) software for banking provides a single repository for all customer information that integrates with legacy and core systems. Specifically tailored to markets and segments within banks and investment firmst, it delivers a complete view of your marketing, sales, and service requirements.

Green Beacon Solutions has worked in the financial services sector since 2001. Founded by a team of service professionals with years of experience working with leading retail and commercial institutions and investment management firms, we have successfully implemented CRM solutions that enable clients to better manage existing customer interactions and quickly develop prospects into long-term, satisfied customers. Our solutions help banks pinpoint key relationships, manage at-risk customers, improve product cross selling, leverage referrals, and promote effective targeting of clients with relevant services across business lines.