Why customers use Dynamics 365 for Financial Services

Today, CRM technology offers a unique opportunity for organizations to measure and improve their client experiences. From capital markets to insurance and banking, a Dynamics 365 solution from PowerObjects enables FSI firms to work cohesively across the entire organization to develop deeper client relationships, maximize client value, and deliver world-class customer service.

Solutions for Financial Services

PowerObjects offers a diverse and extensive portfolio of technology and service offerings designed to solve the most complex business requirements amidst changing customer demands and technology landscapes. These offerings span the following areas:

Hear from Our customers

See what these companies did with Dynamics 365.
  • CUSTOMER SUCCESS STORIES

    Learn why Moneris switched to Dynamics 365

    With Dynamics 365, Moneris now has more standardized processes in place, resulting in a decrease in onboarding time and an increase in employee performance.
  • VIDEO SUCCESS STORIES

    BGM TruNorth

    BGM TruNorth Wealth Partners specialize in comprehensive strategies for financial planning, investment management and tax planning.
  • CUSTOMER SUCCESS STORIES

    Charge It Pro

    Payment Processing Partners offers comprehensive payment processing solutions to software developers, system integrators and end users.
  • CUSTOMER SUCCESS STORIES

    Metro Bank

    Metro Bank are a London-based High Street Bank serving customers all across Britain. 

Resources

  • infographic

    7 Challenges Facing Banks in the New Decade

    In this infographic, learn how seven common chellenges are impacting the banking industry.
    EBOOK

    Learn How Successful Businesses Have Overcome Common Challenges in Customer Service

    Learn how leading organizations have successfully overcome the five most common customer service challenges with Dynamics 365 from PowerObjects.
    webinar

    How Emerging Technology is Reshaping Customer Service in Financial Services

    In this webinar, we discuss the customer experience in FSI with industry experts from Aflac, Forrester, and PowerObjects.
  • white paper

    Agents to Ambassadors

    Learn how to transform your agents into ambassadors in this Financial Services Customer Experience white paper from PowerObjects.
    WHITE PAPER

    Improving the Investor & Channel Partner Experience through Customer Service Innovation

    A white paper for Capital Markets leaders who want to improve their customer experience capabilities.

Resources

  • INFOGRAPHIC

    7 Challenges Facing Banks in the New Decade

    In this infographic, learn how seven common chellenges are impacting the banking industry.
  • WEBINAR

    How Emerging Technology is Reshaping Customer Service in Financial Services

    In this webinar, we discuss the customer experience in FSI with industry experts from Aflac, Forrester, and PowerObjects.
  • EBOOK

    Learn How Successful Businesses Have Overcome Common Challenges in Customer Service

    Learn how leading organizations have successfully overcome the five most common customer service challenges with Dynamics 365 from PowerObjects.
  • WHITE PAPER

    Improving the Investor & Channel Partner Experience through Customer Service Innovation

    A white paper for Capital Markets leaders who want to improve their customer experience capabilities.
  • white paper

    Agents to Ambassadors

    Learn how to transform your agents into ambassadors in this Financial Services Customer Experience white paper from PowerObjects.