DYONYS A2P
	Central File
	CRM for Banking
	Details Key points Microsoft CRM  Documentation MS CRM
	CRM for Funds Management
	Le Partenaire Technologique 59, route des Jeunes 1227 Genève Tel: +41(0) 228 270 270

DYONYS CRM for Private Banking

Automate your customer service   Work the way you do Get a full and coherent view of your customers Benefit from a tool designed for the banking sector Enjoy a tool dedicated to the banking world

DYONYS CRM For PRIVATE Banking is an implementation of Microsoft Dynamics™ CRM 4.0 for the banking world. Designed to partner Outlook, it gives you direct access to customer information whether in the office or on the road. Powerful and reliable, Microsoft CRM for Banking delivers a fast, flexible and affordable solution that drives consistent and measurable improvments in your relationships with customers, enabling new levels of profitability.

Functionalities

Management of banking entities Portfolios Accounts Clients Household Companies Relations Leads Opportunities ... Complete view of customer data Credits history Investor profil management Financial situation overview Financial and banking culture Potentiel de croissance du patrimoine client Potential growth of the customer's capital Identification and special instructions Historic of contacts, activities... Customer correspondence follow up In progress transactions' overview service request purchase orders account opening … Product management (Funds…) Core Engine integration (banking back Office) Marketing management Marketing campaigns Event invitations Automated follow-up Cost and result analysis Commercial and marketing document management Outlook direct integration Full access from Outlook Meeting integration with the calendar Notes, reminders, alarms and meetings synchronisation CRM mail tracking from Outlook ... Native integration with Microsoft Office Management of documents related to CRM Workflow Available predefined processes Configurable workflow engine from a web interface Optimised Reporting Standard reports Customised reports Works the way you do Full control from Outlook Adaptable to company behaviors Ease of use Deployment Scalable and flexible to customers' needs Fully integrated to the Microsoft platform, the solution is easy to deploy in your IS environment