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Dynamics 365 Customer Service for a Startup Bank

6 FEB 2018

Dynamics 365 Customer Service for a Startup Bank - blog

The Client

The client is one of the leading Startup banks in their region.

The Need

As a thriving Startup bank, the client wanted to set up a foundation for delivering exceptional customer service experience to its customers. With the goal of winning customers for life, the client wanted to deliver a personalized experience to each customer while improving the productivity of the employees in-house.

The following was the need of the client:

  • To maintain the details of all customers in the branch in a single repository
  • To build communication with customers
  • To generate customized quarterly reports
  • To run the marketing campaigns for new offers from the bank and act based on the responses received
  • To provide employees with instant access to customer information
  • To facilitate personalized customer service

The client approached Star Knowledge to build a solution that best suited their business requirements.

The Solution

As a Microsoft preferred partner for Dynamics 365, after reviewing all the requirements of the clients, The Microsoft Consultants at Star Knowledge proposed to implement Microsoft Dynamics 365 Customer Service which can address the above business needs.

The team of Dynamics 365 consultants, implemented Dynamics 365 Customer Service in collaboration with the customer service team. Several customizations to the desired app and the module had to be tailored that would deliver customer satisfaction and drive more revenue. The Dynamics 365 experts at Star Knowledge built several automated workflows to track customer issues, share information instantly, and track service levels through SLAs. Additionally, our Power BI consultants integrated the Microsoft Business Intelligence solution into the D365 app. The customized Power BI dashboards built delivered insights into the performance of customer service, the performance of marketing campaigns, and a comprehensive overview of the customers.

Results & benefits obtained

Using Dynamics 365 Customer Service, the customer was able to create a 360-degree view of their customers, providing personalized offers and communication throughout a customer’s journey.

Whether it’s monitoring branch traffic patterns or a customer’s account activity, Bank employees use Dynamics 365 for Customer Service and Power BI to identify and address problems before they begin to affect the customer relationship.

Looking for custom Microsoft Dynamics 365 solutions? Get in touch with our consultants today.

Star Knowledge is a Microsoft Gold Partner with expertise in Microsoft cloud solutions, Business Applications, Enterprise Communication, and Modern Workplace solutions. With a team of dedicated Microsoft-certified consultants, Star Knowledge has been delivering bespoke software solutions from a decade to clients from across a wide range of industries worldwide. Whether you’re looking at cloud adoption, cloud migration, cloud development services, or implementing solutions on-premises, contact us to explore a partnership.

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