A unified software environment to help customers
Today, close to 500 Enterprise Bank team members rely on Dynamics 365. These Dynamics 365 CRM users include wealth management representatives, branch relationship advisors, sales professionals, call center reps, deposit and loan administrators, special assets workout officers, compliance and risk managers, and security professionals both at corporate headquarters and in the branches as part of the bank’s financial services offerings. Currently accessing the solution through their desktop and laptop computers, they will soon have mobile access as well.
No longer needing to navigate disparate prospect tracking, sales, and service tools, bank associates can focus on serving customers and growing the business. The connection between Dynamics 365 and the core banking system enables a comprehensive, current view of customer data. It synchronizes account balance data and provides employees every day with updated information regarding new customer accounts. Both of these capabilities are critical in the interactions between customers and bank employees.