Financial Services. Gaining competitive advantage by attracting and retaining more loyal, profitable clients

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1 Financial Services Gaining competitive advantage by attracting and retaining more loyal, profitable clients

2 Today s fi nancial services organizations challenged by globalization, deregulation, industry consolidation, increasing regulatory requirements, decreasing margins, and heightened customer expectations are focused on strengthening client loyalty and growing sales while increasing the effi ciency of business operations. Intuitive systems are essential to effective business growth, empowering advisors with comprehensive client information and tools to help them deliver exceptional service and meet the unfi lled needs of their most valuable clients. Complete the picture of client activity Most fi nancial services organizations today can see only one view of their clients activities at a time account by account. Without the ability to easily see and respond to relationships between accounts and opportunities, efforts to identify and serve the unfi lled needs of your most profi table clients are severely limited. You need to easily: Identify your best, most valuable clients. Uncover and proactively respond to unfi lled client needs, especially when they re hidden across accounts or touch-points. Determine service-oriented ways to up-sell and cross-sell. Deploy more effective, targeted sales and marketing efforts to grow your base of loyal, profi table clients. Use solutions that work the way you do Rigid, un-integrated client management systems that are diffi cult to use, slow to adapt, and costly to maintain don t meet the mark. With customer information in disconnected systems, fi nancial advisors struggle to assemble a complete understanding of their clients fi nancial picture. Instead of empowering your advisors, your current systems may be getting in the way by imposing administrative burdens that drain productivity and stifl e profi table activity. You need systems and tools that can easily be deployed in pockets of your organization or across your entire business. You need to arm your advisors with tools that are natural extensions of the applications they use every day day in and day out. And, you need those systems to easily plug into your current infrastructure and core banking systems linking together a personalized, easy-to-use home base for your advisors, which provides them with a complete view of client data and easy access to specifi c systems already in place across your organization. Provide a map to your best clients to attract and retain more You know that your best, most profi table clients are the key to your competitive advantage. You need to know who they are, what they have, what they need, and how you can serve them better to increase loyalty and wallet share among more of them. You want your systems to help you stay in tune with your best clients and help you attract more by providing analysis showing targeted opportunities. You also want tools that help you track qualifi ed leads and effectively deliver on service requests.

3 GROWTH

4 RELATIONSHIPS

5 Improve your bottom line Attracting and keeping more profi table customers is a big part of your continued success. So is operating effectively making sure your resources are being used to their fullest. Your systems should enable improved effi ciency, not impose additional process burden. They should easily adapt to, and help streamline your business processes. They should provide a standard business framework, allowing you to integrate applications and information and arm your advisors with anywhere, anytime access to data and tools. Partners with industry expertise Microsoft, together with a worldwide network of certifi ed partners with deep expertise in the fi nancial services industry, provides solutions to help you build your business strength and effi ciency by attracting and retaining more loyal, profi table clients. Microsoft Dynamics CRM can help you meet your needs Specifi cally, Microsoft Dynamics CRM can help your advisors by working the way they do and providing them holistic client information and intuitive prospecting and relationship management tools that are natural extensions of Microsoft Offi ce and Outlook. This helps them effectively manage and grow client relationships and wallet share by giving them the access to the right information at the right time.

6 Key features of Microsoft Dynamics CRM that offer fi nancial services organizations like yours the most benefi t include: Tight integration with Microsoft Offi ce and Outlook, allowing advisors to continue using the tools they re most familiar with and may already use on a daily basis. Quick and easy access to consolidated data across existing systems and databases. Customized workspaces that provide your advisors with personalized home bases allowing them easy access to client information, relationship management, and prospecting tools, as well as other systems already in place in your organization. Powerful reporting and analysis tools that make it easy to identify opportunities at a glance, identify trends, establish relationships between your most profi table customers and the products they use, and measure the effectiveness of new products and services. Great mobile support that allows advisors to get instant access to client data from their personal digital assistant (PDA), laptop, or browser. Marketing automation that makes it easy to build client or lead lists, and create, track, and follow-up on targeted marketing campaigns. Easy customization to streamline your business workfl ow by designing custom views for different users and building business logic in to automate repetitive tasks. Alerts tell advisors next steps, remind them to send s, and follow up on open items nothing falls through the cracks, giving your clients a better experience. Simple and fast connectivity to external data sources that gives advisors access to relevant information, such as clients locations and preferences. In addition, Microsoft Dynamics CRM works the way your IT staff wants it to because it s based on proven, industry-standard Microsoft technology that s easy to learn and work with. To learn more about Microsoft solutions that can help your fi nancial services organization gain a competitive edge, visit Easily manage opportunities and client relationships with Microsoft Dynamics CRM s native Microsoft Outlook experience.

7 SUCCESS

8 2006 Microsoft Corporation. All rights reserved. This document is for informational purposes only. MICROSOFT MAKES NO WARRANTIES, EXPRESS OR IMPLIED, IN THIS SUMMARY. Microsoft, Excel, Microsoft Dynamics, the Microsoft Dynamics logo, and Outlook are either registered trademarks or trademarks of Microsoft Corporation in the United States and/or other countries. Microsoft Dynamics is a line of integrated, adaptable business management solutions that enables you and your people to make business decisions with greater confidence. Microsoft Dynamics works like familiar Microsoft software such as Microsoft Office, which means less of a learning curve for your people, so they can get up and running quickly and focus on what s most important. Built to work with Microsoft technologies, it works easily with the systems your company already has implemented. By automating and streamlining financial, customer relationship, and supply chain processes, Microsoft Dynamics brings together people, processes, and technologies, helping increase the productivity and effectiveness of your business, and helping you drive business success. Worldwide (1) (701) U.S./Canada Toll Free (1) (888)

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