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CRM for Banking and Financial Institutions Webinar

Used by over 2.5 million users worldwide – including more than 500,000 bank agents and customer service representatives across over 1000+ banks, credit unions– Microsoft Dynamics CRM is the #1 Customer Relationship Management solution for banks.

Join us for the CRM for Banks Webinar to learn how this powerful CRM system empowers bank agents, relationship managers, bank branch managers and bank customer service representatives to better manage customer interactions.

North America

Date: May 21th, 2014
Time: 11 am Pacific (PDT)

Register Here

Asia Pacific

Date: May 22nd, 2014
Time: 9 am Singapore Time (SGT)

Register Here

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
  • Loans and Mortgages
  • Credit Cards
  • Debit/ATM Cards
  • Service Requests
  • Bank Statements
  • Bank Transactions
  • Loan Requests

customer connections

How To Evaluate A CRM System
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.

Register Here

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.

Register now for the webinar to get an in-depth assessment of how this system works, and how it would work for you.

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 for Banks Webinar.

May 1, 2014:
11 am Pacific / 2 pm Eastern: Web-based and Mobile device Order Entry for Sales reps and CSRs with integration to Microsoft Dynamics ERP and CRM. Click here to register
May 8, 2014:
11 am Pacific / 2 pm Eastern: Ignify eCommerce with Microsoft Dynamics ERP demonstration.
Click here to register
CRM for Banking and Financial Institutions Webinar.
May 21: 11 am Pacific
May 22: 9 am Singapore
More Information
Financial Excellence with Microsoft Dynamics AX Webinar.
May 28, 11 am Pacific
May 29, 10 am Singapore
More Information
Warehouse Management with Microsoft Dynamics AX 2012 Webinar.
July 30, 11 am Pacific
July 31, 9 am Singapore
More Information
Microsoft Gold Certified Partner
Ignify Wins 2013 Microsoft Dynamics Partner of the Year Award
Ignify Wins 2012 Microsoft Dynamics Partner of the Year Award
Ignify Wins 2012 Microsoft Dynamics Partner of the Year Award
Red Herring Ranks Ignify in Global 100 Technology Companies
Microsoft Dynamics Inner Circle Partner
ISO 9001 Certification for Ignify demonstrates excellence
Ignify ranks on the Deloitte Technology Fast 500 list of fastest growing companies in North America for the sixth year in a row
 
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