Deliver differentiated customer experiences and empower employees
Tailor a unified customer profile based on customer insights, to offer a more personalized and relevant experience. Streamline customer onboarding to provide easy access to loan apps and self-service tools. Improve your process workflows and communication with Collaboration Manager.
Unified customer profile
The Unified customer profile helps you achieve better customer understanding, get insights, and have a robust customer perspective. View a 360-degree perspective of the customer in a clear and intuitive way. See the most relevant information across multiple business lines, consolidated into a unified dashboard that offers an accurate, consistent, and cohesive source of truth about the customer. Leverage the information to provide personalized experiences, reveal important opportunities, prevent potential loss, or churn, and improve customer satisfaction.
More information: Unified customer profile
Customer onboarding
Streamline the customer onboarding experience by offering self-service tools through mobile apps and portals. Enable relationship managers to monitor the loan process. Customer onboarding lets you enable customers to efficiently apply for and keep track of a loan by providing easy access through a mobile app or portal, as well as an automated pipeline to review and validate application information. It also helps relationship managers monitor the loan process and ensure a consistent, reliable customer experiences.
This loan application automation:
- Enables customers to efficiently apply for and keep track of a loan.
- Empowers loan officers to manage loan applications with workflow automation.
- Streamlines customer operations with low- and pro-code development tools to meet specific lending needs.
More information: Customer onboarding
Collaboration Manager
Collaboration Manager for Loans in Microsoft Teams helps your team accelerate the lending process with automation and collaboration tools to reduce time from application to signing. The app lets you collaborate with meetings, customer bookings, notes, files, and approvals, all of which are attached to loan records.
Collaboration Manager for Loans can help your organization with:
- Lending automation: Streamline your business processes.
- Cross-team collaboration: Empower your team.
- Communications: Schedule and manage virtual or in-person appointments and message internal teams.
More information: Collaboration Manager for Loans
FSI components: Retail banking data model
Microsoft Cloud for Financial Services relies on a dedicated banking data model and connectors to help customers and partners standardize their data. The Retail banking data model captures financial information, groups and relationships, life moments, and more.
More information: Retail banking data model
FSI components: Customer intelligence
Customer intelligence unifies important, relevant, and accurate customer information across multiple sources via Dynamics 365 Customer Insights. This component empowers the agent to engage with customers with relevant insights that combine demographic information, financial measures, and attitudes to form financial segments and AI models. Combined, these insights help agents to quickly understand the customer.
More information: Customer intelligence