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CRM for Financial Services

Is your data being used primarily for operational purposes rather than for its wealth of business insight?

You can deliver so much more value to your clients when you use it to shape personalised engagement campaigns that drive loyalty and build uptake of your products and services.

With Microsoft Dynamics 365, you can optimise customer and market knowledge and share it around your organisation, helping to focus communication, marketing and business development and manage contacts and opportunities collaboratively. Derive detailed and high level insight from reliable, real-time analytics based on a complete, live data set.

Our long experience working with Financial Services clients means we understand the demands of regulation and the need for absolute security and confidentiality. Touchstone’s Financial Services consultants can deliver, optimise or enhance your CRM capability across offices and continents. Your staff can use the solution in-office or remotely, via devices of their choice.

From banking to wealth management, from capital markets to insurance, we combine a range of CRM for Financial Services offerings to tailor a solution that meets your specific requirements.

  • Capitalize on technology innovation to reinvent propositions and create new value
  • understand clients better by tracking and listening to every interaction
  • provide innovative experiences across touch points
  • enable your relationship managers to drive stronger connections and improve client revenues.
  • enable clients to seamlessly engage with you whenever and from wherever they want
  • use advanced analytics to gain timely risk and business insight.
  • use data as a competitive advantage
  • optimise client relationships to build trust
  • control cost and reduce complexity.


Learn more about our specific solutions for:

CRM for Private Equity

CRM for Wealth Management


TouchstoneCRM didn’t just focus on selling the solution, but showed a real understanding of our objectives and ambitions.”

Beverley Downes
Head of Services, Finance Wales Group



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