OmniVue and Microsoft Dynamics for Financial Services Firms
Most financial services organizations today can see only one view of their clients’ activities at a time—account by account. Without the ability to easily see and respond to relationships between accounts and opportunities, efforts to identify and serve the unfilled needs of your most profitable clients are severely limited. OmniVue can custom tailor a solution that will allow you to easily:
- Identify your best, most valuable clients
- Uncover and proactively respond to client's un-fulfilled needs, especially when they’re hidden across accounts
- Determine service-oriented ways to up-sell and cross-sell
- Deploy more effective, targeted sales and marketing efforts to grow your base of loyal, profitable clients
OmniVue’s Financial Services clients have achieved greater efficiencies and a more complete view of their clients with the ability to pass information through back and front office systems. Specific improvements were achieved with the tight integration with Microsoft Office and Outlook, allowing advisors to continue using the tools they’re most familiar with and may already use on a daily basis.
Departments were able to share and gain quick and easy access to consolidated data across existing systems and databases to ensure that everyone in the organization had the real-time picture of every client.
Powerful reporting and analysis tools made it easy to identify opportunities at a glance, identify trends, establish relationships between clients and the products they use, and measure the effectiveness of new products and services.
OmniVue and Microsoft Dynamics have the solutions to help build business strength and efficiency for Financial Services firms by attracting and retaining more profitable clients.
