A Microsoft Dynamics 365 Customer Insights Webcast for Financial Services Firms
You’re in a race to uncover and capitalize on opportunities. The only thing standing in your way is data—not the lack of data but taming it so you can glean actionable insights to achieve faster, more lucrative results.
Smart firms have discovered they don’t need to rip out existing technology, which is costly, time consuming, and unnecessary. Instead, they turn to Microsoft Dynamics 365 Customer Insights.
Watch this on-demand webcast co-hosted with Microsoft to discover how Customer Insights taps into data from any source you already use – including SALESFORCE —to help you zero in on opportunities, armed with what you need to win them.
You’ll also discover how Customer Insights can help you…
- Eliminate dependence on tribal knowledge and guesswork by taking advantage of AI for solid, targeted insights
- Effectively prioritize your time and energy by focusing on the right people, with the right action, at the right time
- Tackle common challenges—watch as we demonstrate 3 business cases:
- Determining next best action for your clients and more
- Deciding on which clients to target for the highest returns
- Winning more deals with effective RFP management
About the Presenters
Adam Beacher | Director of Business Applications, US Financial Services
Tom Berger | Vice President, Financial Services
Michael Quattlebaum | Vice President, CRM Practice
Mike Hammons | Director, Business Intelligence & Analytics