Sector
CRM for Finance
The finance and insurance sector, like all sectors of the economy, is in the midst of its digital transformation. New use cases and new consumption habits are having an impact on the customer journey emphasizing the importance of establishing a relationship of trust.
Start
Javista helps you to quickly implement operational solutions in an agile manner around Dynamics CRM.
- Implement your KYC – Know Your Customer strategy
- Expose all the useful client and market data to your sales force
- Manage your wealth management partners and provide them with integrated tools to increase their commercial potential
The challenges of the finance and insurance sector
Moreover, mastery of client data is a strategic issue for the banking and insurance sector. In fact, it is indispensable for the following reasons:
Efficient management of multi-channel relationships and their heterogeneous data sources
Customer loyalty, allowing you to orchestrate the end-to-end customer experience
The implementation of a digital customer acquisition strategy
Compliance with regulations and also to fight against fraud
Our Value Proposition
- Consulting and support for defining and implementing your digital strategy
- Digital solutions to address your business challenges and maximize your ROI
- A team of experts to digitize, optimize your processes, and innovate by integrating the latest technological advances, including Power Apps for Finance!
How Can Javista Help You with CRM for Finance?
Gold partner of Microsoft, Javista specializes in wealth management, private banking, investment banking and insurance.
Our consultants support you in your digital transformation to help you capture and retain new markets by integrating a 360° view of your clients and their investments.
Javista also participates in conferences held in partnership with major European players in the sector.
With its many successful projects in the financial sector and its expertise in the Dynamics 365 ecosystem, Javista offers you support tailored to your needs to optimize your customer experience.
