SwiftRM for the Financial Services Industry

Keep track of all the communication and interactions related to your connections, regardless of industry, with SwiftRM. SwiftRM provides just the right amount of personalization to manage any relationship effectively. The Contacts and Accounts fields can be made to fit any vital data that you need to track to run your business. With the addition of a Custom Entity that contains 10 fields, something particular to your company can be tracked in a way that makes sense to you.

We’ve gathered a few examples from common industries like agriculture, oil & gas, and hospitality to show the varying ways the Custom Entity can be used to a business’s advantage. Read Dynamics CRM Custom Entity Examples to provide more inspiration on how a Custom Entity can be tailored to your organization.

Financial Services Industry

As a trusted advisor in a financial institution, a full view of customer profiles is imperative to effectively doing business. You will serve your customers better when you immediately understand their history, financial situation, and future needs. Read this case study for more information about how Microsoft Dynamics CRM can be utilized in a financial institution. Improve customer relationships with SwiftRM by keeping track of important details like:

  • Credit History
  • Loans
  • Financial Plans
  • Accounts
  • Transaction Information
  • Portfolio Accounts

The relationship management possibilities are endless; check out this white paper on 24 Wildly Creative Ways Companies Use Microsoft Dynamics CRM to Drive Revenue and Serve Customers for more ways SwiftRM can work for your organization.

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