Inspire your customers with the Microsoft portfolio for financial service providers and benefit from our industry experience.
Financial service providers, insurance companies, auditors, real estate investors – the FSI companies are in a state of flux and focus on customer needs. Together we will discuss how you can make the most of the opportunities offered by digitalization to create new customer experiences and continue to delight your customers.
Now consulting for your FSI company.Now consulting for your FSI company.
What we offer
95000
Project experience with FSI companies
Holistic solutions
Search-based Apps
New FSI business models with AI
Highest confidentiality and security (regulations)
Exchange among FSI customers
Your customer in the spotlight
Thanks to our CRM solutions for FSI companies, you put your customers at the centre of your business. Win customers and inspire them sustainably.
Sales process
Boost your sale of FSI services
Marketing Automation
Address and win targeted customers
KYC / Onboarding Process
“Know your customer”
Sensitive customer data
Data stored securely in accordance with regulations
Integration
CRM integration in core banking systems and trading platforms
Evaluation
Analysis and knowledge about customers
Dynamics 365 for FSI companies
Benefit from our project experience of over 95,000 hours with FSI customers. Gain new leads on the basis of Dynamics 365. Reach your target group, supported by marketing automation. Understand your customers holistically.
More about our CRM solutions.More about our CRM solutions.
Digital workplace for FSI companies
The way your clients expect information and where your client advisors work is changing. In the networked future, always be where your financial or insurance customers expect you to be.
Intranet for financial service providers
Distribute the latest financial and company news
Documents for consulting and research
Find documents quickly using search
FSI Instruction Management
Distribute and manage instructions in a targeted manner
Secure access via mobile
Client advisors can work independently of location and yet work securely
Collaboration
Work more efficiently in teams
FSI Contract Management
Legally compliant storage and archiving of contracts
Digital workplace for FSI companies
Our Digital Workplace brings you as an FSI service provider even closer to your customers. Stay informed, find your consulting documents quickly, work securely on the move and increase the efficiency of your cooperation internally and with clients.
More about the digital workplace.More about the digital workplace.
