Microsoft Dynamics CRM for Banking and Financial Services

By Praveen Kumar 3 min read

In the present competitive working scenario, it has become essential to manage customer relationships for all commercial enterprises and organizations efficiently. Banking and financial institutions depend wholly upon the business drawn from the customers. They need to adequately handle client relationships, for which they are leveraging the latest IT support and their “end-to-end” capabilities. With the introduction of various innovative technologies and banking software, it has become easier for the banking and financial sector to maintain profitability and long-term customer relationships.

Why Microsoft Dynamics CRM?

Microsoft Dynamics CRM is an innovative client relationship management software, which can be customized as a powerful Customer Management Tool used for Banking Operations. CRM solutions streamline core sales, marketing, and customer service activities. Even more so, Microsoft Dynamics CRM provides a more user-friendly interface than its competitors.

Microsoft Dynamics CRM for Banking and Financial Sectors

Banking Services in Microsoft Dynamics CRM

Microsoft Dynamics CRM, as a customer relationship solution, handles business operations effectually. It allows banks to better understand all customer-facing requirements from a single solution and ensures them to target the right clients with the right product. The solution provides banks with a 360 view of the relationship with the customer.

It can also unlock data from core banking systems and other data silos to give a unified view of every customer, including products, risk profiles, profitability, and lifetime value.

Banking services provide multi-channel sales management which provides complete integration and administration of sales, robust contact management, and detailed pipeline tracking. It also offers integration with Microsoft Outlook and other Microsoft collaboration technologies.

CRM Dashboard for Banking Sector

Microsoft Dynamics CRM for Banking and Financial Sectors

Microsoft Dynamics CRM helps transform your business from a transaction-centric business to a customer-centric business. It also aids you in enduring relationships with your clients, while contributing to improving operational efficiency and profitability.

A few features related to Financial Sectors:

  • Easily access a 360-degree view of customer data to deliver optimized customer experience
  • Give the best visibility into sales pipeline
  • Reduce operational costs and onboarding time
  • Allow advisers to send offers to targeted customers based on their needs
  • Seamless integration with already existing systems

Explore Additional Resources

Learn how you can select the best Digital Experience platform for your business.

Our Enterprise Solutions Practice works with our clients to recommend the optimum ERP/CRM Application along with the appropriate implementation and configuration.


Over the past 19 years, we have completed thousands of digital projects globally. We have one of the largest and deepest multi-solutions digital consulting teams in the world. Our proprietary processes and years of Digital Experience expertise have earned us a 97% customer satisfaction rating with our clients ranging from Global Fortune 1000 to Mid-Market Enterprises, leading educational institutions, and Non-Profits.

Contact us today if your organization needs assistance with your Microsoft Dynamics CRM project.

WHY TA Digital?

TA Digital is one of the leading partners for Microsoft Dynamics in Digital Solution Strategists, which recognizes the top one percent of partners globally. Also, we have discovered the best practice approach to implementation in each area to help ensure the successful deployment of a solution, delivering a positive impact on bottom-line revenue generation. We have the ability to provide an end-to-end solution, from the infrastructure needed to initiate the project through the development required to build on the already copious, out-of-the-box functionality.

Praveen Kumar

Written By

Praveen Kumar