Skip to main content

CRM for Financial Services

Financial Services IT solutions based on Microsoft Dynamics CRM

Today’s financial services sector needs to drive growth by making smart business decisions based on market insight and increase sales revenue to gain competitive edge.

Core offers solutions powered by Microsoft Dynamics CRM specifically to manage your greatest assets – your customers.

Utilising Microsoft technology means giving staff a familiar user interface, building on world-class infrastructure and ensuring future configurability. Deploying Core’s platform means cross-departmental efficiencies, potential cost savings and secure data consolidation.

Using Core's CRM Solution for Financial Services:

  • Target most valuable prospects and customers to achieve higher ROI 
  • Make processes smarter – for example with renewal alerts or cross-sell workflows
  • Increase customer loyalty by targeting with relevant products and services and improving customer service
  • Spot organic sales opportunities within existing customer base
  • Easy to integrate with marketing automation tools to tailor timely communications to prospects and customers

Our previous experience in the financial services market

For over 25 years Core have worked with a number of clients in the financial services sector. Click on the links below to see the relevant case studies:

Reeves and Naylan case study

Riverstone case study

Talbot Underwriting case study