Cloud Financial Services

Cloud Financial Services

Dynamics Customer Engagement Solution supports relationship management, communications and compliance as well as enhancing customer experience within the financial services sector. It is a platform, using D365, that provides industry specific foundations to build and extend on.

1 in a circle

Do you want to nurture your long term client relationships?

2 in a circle

Do you want to have a single view of your client’s interests and meetings?

3 in a circle

Do you want to manage long term communications and events?​

4 in a circle

Do you want to be able to track the complexity of relationships between contacts, including referrers and investors?​

1 in a circle

Do you want to nurture your long term client relationships?

2 in a circle

Do you want to have a single view of your client’s interests and meetings?

3 in a circle

Do you want to manage long term communications and events?​

4 in a circle

Do you want to be able to track the complexity of relationships between contacts, including referrers and investors?​

1 in a circle

Do you want to nurture your long term client relationships?

2 in a circle

Do you want to have a single view of your client’s interests and meetings?

3 in a circle

Do you want to manage long term communications and events?​

4 in a circle

Do you want to be able to track the complexity of relationships between contacts, including referrers and investors?​

Customer Experience
  • Documenting and reporting on meetings
  • Single view across business of relationships
  • Understanding of influencers and referrers (knowing who gave us them)
  • Activity follow up
  • Mobility, visibility of client investment interests
  • Reporting on investments
  • Long term nurturing of relationships
Engaged Employees
  • Relevant and timely communications with potential investors
  • Automated sharing of investment opportunities with future investors
  • Insight into opens and click throughs with newsletters
  • Event management
  • Tracking investment interests
  • Easy generation and formatting of client newsletters
Compliance
  • Management of compliance processes
  • Automated follow up on compliance process
  • Document management
  • E-Signature integration
  • Client/broker portal
  • Investment application management
Customer Experience
  • Documenting and reporting on meetings
  • Single view across business of relationships
  • Understanding of influencers and referrers (knowing who gave us them)
  • Activity follow up
  • Mobility, visibility of client investment interests
  • Reporting on investments
  • Long term nurturing of relationships
Engaged Employees
  • Relevant and timely communications with potential investors
  • Automated sharing of investment opportunities with future investors
  • Insight into opens and click throughs with newsletters
  • Event management
  • Tracking investment interests
  • Easy generation and formatting of client newsletters
Compliance
  • Management of compliance processes
  • Automated follow up on compliance process
  • Document management
  • E-Signature integration
  • Client/broker portal
  • Investment application management

Want To Fast Track?

Want to make a quick start? Cloud9 have developed a licensed framework as a quick start developed customer engagement CRM tailored with Best practice framework. This is free to Membership Support customers and will reduce the project life cycle.

“The adoption of Dynamics CRM has fulfilled this requirement.  As a boutique asset fund manager we wanted a scalable IT platform to grow with our developing business needs without significantly increasing our cost base. The adoption of Dynamics CRM has fulfilled this requirement.”

kennox logo