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Delivering World-Class Customer Service in the Capital Markets Industry

Post Author: Joe D365 |

Excellent customer service can be seen in so many different lights that businesses can get dizzy contemplating them all. For example, maybe you’re more inclined to think that helpful and caring people create the best experience for your customers. Or perhaps you think providing a more self-service model is really what your customers want and appreciate from your business. Some customers will gladly sacrifice speed for 100% accuracy, whereas others prioritize immediacy above all else. Is quality more important than efficiency? And where does cost fit into the picture?

Dizzying indeed. But one thing’s for sure: no matter what your approach is to customer service, it’s an absolute cornerstone to your business that cannot be ignored – one that can truly differentiate you from the competition for better or worse. And that’s true across all industries.

Let’s look at the Capital Markets industry as an example. It is evolving faster than most organizations can even keep up with. Investment opportunities are everywhere and the on-demand generation we live in means immediate, real-time service must be available – around the clock and around the world.

The ability to offer a broad range of investment options tailored to your clients’ individual needs is the foundation of creating a great relationship. You need to provide a clear summary view of their portfolio while offering trusted, sound advice on additional investments.

In order to provide that big picture view to your clients, you need access to tools that pull together a complex, multifaceted environment. It’s not just about integrating systems; it’s about delivering that best possible experience to your clients.

A Microsoft Dynamics 365 solution from PowerObjects enables financial services firms to work cohesively across the entire organization to develop deeper client relationships, maximize client value, and deliver world-class customer service.

Built on Dynamics 365, PowerCapital is a custom solution designed by Capital Markets experts based on years of experience within the industry. PowerCapital accelerates the time to market for Dynamics 365 implementations by leveraging the Microsoft technology stack: Dynamics 365, LinkedIn, Azure, Power Platform, AI, Machine Learning, Microsoft One Common Data Layer, and the innovative Microsoft Cloud Platform. It is based on nine fully developed Capital Markets user personas that drive the navigation, forms, and views needed for each user interface across an organization.

Learn more about PowerCapital and PowerObjects’ approach to delivering world-class customer service, no matter what the world throws your way!

By Joe D365
Joe D365 is a Microsoft Dynamics 365 superhero who runs on pure Dynamics adrenaline. As the face of PowerObjects, Joe D365’s mission is to reveal innovative ways to use Dynamics 365 and bring the application to more businesses and organizations around the world.

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