Microsoft Dynamics CRM 2011 for Banking and Financial Institutions Webinar

Used by over 2.0 million users worldwide � including more than 500,000 financial institution agents and customer service representatives across over 750 banks, credit unions and insurance companies � Microsoft Dynamics CRM 2011 is the #1 Customer Relationship Management solution for financial services.

Join us for the Microsoft Dynamics CRM 2011 for Banking and Financial Institutions Webinar to learn how this powerful CRM system empowers bank agents, managers and financial services representatives to better manage customer interactions.

Date: April 30^th, 2013

Time: 11 am to 12 pm Pacific Register
Time: 6 pm to 7 pm Pacific Register

At this webinar, discover the robust workflow capabilities, rich reporting features, and in-depth customer management resources that are at your fingertips. See how Microsoft Dynamics CRM and the Ignify Banking solution allow you to view and manage all customer connections, including:

Bank Accounts
Insurance Policies
Loans and Mortgages
Credit Cards
Debit/ATM Cards
Service Requests
Bank Statements
Bank Transactions
Loan Requests

customer connections

Download a guide on Evaluating a CRM system for your organization. The guide provides information on the top things while selecting from Microsoft CRM and also brings together relevant research from Forrester Research and Gartner Group.

Length: 7 pages

Format: PDF

Click here to download the paper

Not only will you learn the Microsoft Dynamics CRM features that strengthen your organization�s relationship with customers, but also the specific advantages Ignify and Microsoft offer over other software, with such benefits as:

Familiar user experience via Microsoft Outlook, agent desktop or web client
Powerful productivity features like Auto Complete and Smart Search
Import and de-duplication of records that is seamless and easy to perform
Fundamental technical agility to support core service interactions

Banking Dashboards in Microsoft Dynamics CRM

Also learn how the rich Banking Dashboards in Microsoft Dynamics CRM offer 360 degree views of customer information, customer satisfaction, and case management.

Microsoft Dynamics CRM equips you with the tools you need for providing your customers with premium service, and your employees with an efficient, easy-to-use system that offers a complete, detailed overview of customer relationships and team activity.

Please email us at events@ignify.com or call Ashley Harbaugh at (562) 219-4698, if you would like more information on the Microsoft Dynamics CRM 2011 for Banking and Financial Institutions Webinar.






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