CRM for Financial Services

Microsoft Dynamics CRM for Financial Services, Raises Customer Loyalty and Delivers Exceptional Customer Care for Your Ever Demanding 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.

Client Focus – Insurance Company

Insurers are realizing the value of customer relationship management technology as they look to grow and strengthen their business.  The insurance industry needs to retain and provide best quality customer service.  To reduce churn this insurance company in Yorkshire is improving the services it is offering, and also taking the opportunity to cross sell.

Viewing the customer as a central focus, it is able to see the customer as a whole and ensure they are there as their trusted provider who can help their clients every step of the way.  Microsoft Dynamics CRM provides this financial institution with a full view of the customer which is familiar and easy to use.

Find out more about Microsoft Dynamics CRM for financial services, or to book a demonstration please contact or call us on 01924 507 280.