CRM for Financial Services

Microsoft Dynamics CRM for financial services raises customer loyalty and delivers exceptional customer care for your clients

Caltech is working with financial services clients to ensure that CRM solutions are working for them. Microsoft CRM offers a single view of the customer in a user-friendly system to develop a personalised service enhancing cross-selling opportunities.

With robust security, you can ensure that you are adhering to the data retention regulations.

Caltech offers CRM solutions for financial advisors including:

  • Insurance
  • Mortgages
  • Savings
  • Shares
  • Capital markets
  • Banking
  • Wealth management
  • Borrowings / loans

We offer a tailored solution for your business using our CRM for financial services package.

If you need to provide insurance renewals or complex financial products to your clients then Microsoft Dynamics CRM would be for you.

Find out more about Microsoft Dynamics CRM for financial services, or to book a demonstration please get in touch.


Trust us to make Dynamics 365 a success for you

Contact us