Financial Services

Financial Services Challenges…

Whether you’re in Banking, Insurance, Wealth Management, or Capital Markets decision makers in Financial Services organisations like you will be dealing with the same challenges;

  • Putting your customers at the heart of everything
  • Ensuring you’re compliant with regulations
  • Dealing with fierce competition
  • Driving operational efficiency
  • Embracing digital ways of working
  • Realising cost savings
  • Delivering change

To deal with your version of these challenges head on you’ll want to make sure you’ve got the right digital banking solutions and processes in place; those that allow you to collaborate better, work smarter and uncover those valuable nuggets of insight that exist in your data.

With our help as an adviser and digital productivity partner that’s exactly what you’ll be able to do.


Our Financial Services Experience…

We’re a Microsoft gold partner (recognised as Financial Services experts for Dynamics 365 by Microsoft to boot) with the flexible, adaptable, end-to-end approach and Financial Services experience that means we’re already trusted by decision makers at the likes of HSBC, Citi Bank, Aviva, Hiscox, Rothchild, Aspen, Virgin Money and many more besides.

Whether you need to introduce a single digital banking solution or develop a completely integrated digital strategy combining many Microsoft Dynamics 365 components we’ll make sure your roadmap is bullet-proof and your solution is scalable, flexible, and secure so you can deal with your challenges with greater ease.

Working with Innervate we’ll make you more productive, more effective and help you to build better relationships with your customers.


Our Financial Services solutions

Our core expertise covers discovery, deployment, managed service and licensing but we also have a range of digital solutions, based on Microsoft Dynamics 365 capability specifically designed for financial services organisations like yours:


Customer Onboarding

Your customer onboarding process might currently involve many disparate activities, some of which could even be manual and paper-based systems (the horror!), which can be inflexible, disjointed and mean you end up delivering a poor customer experience.

Our customer onboarding solution uses the rich functionality of Microsoft Dynamics 365 and process automations to replace manual processes, increase flexibility, shorten timescales, improve quality, prevent missed actions, and save you time and money.

You can also stand up customer self-service functionality, reducing customer effort and meaning you can on-board customers quicker in a secure and fully compliant way.


360-degree view of the customer

Your customers need to feel like you understand and value them every time they come into contact with you and your brand.

Ensuring you’ve got access to the right data at the right time so you can show you know your customers and can build relationships with them as individuals is vital.

Our 360-degree customer view solution built using the Microsoft Dynamics 365 Customer Engagement CRM is powerful, intuitive, and easy to use. With tight integration to your current core banking systems and data sources we’ll use the Microsoft Dynamics 365 tools and processes to give you a comprehensive view of your customer from a single, secure source.


Next Best Action

Ensuring you take the right actions at the right time with your customers is crucial to building better relationships between them and your brand.

From basic admin and compliance actions, which ensure you build trust to targeted cross-sell and upsell opportunities, which show you “get” your customers making sure you take the most valuable action for the customer is crucial.

Our Next Best Action solutions use pre-built, rules-based engines that can be configured to your specific needs. We also use automatic monitoring of customer interactions so can proactively engage with customers, reduce human error and build the best possible relationships.


Interested in how we could potentially help you? Then just get in touch:

Innervate – Chat with Iris