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.
Learn more about our specific solutions for:
“TouchstoneCRM didn’t just focus on selling the solution, but showed a real understanding of our objectives and ambitions.”
Head of Services, Finance Wales Group