Image of a representative from a financial institution presenting a strategy he developed after leveraging data gathered from a Microsoft-based ERP/CRM management solution created by Mibusoft.
Finance

Finance


Encourage greater customer engagement and better manage the realities of productivity and risk

Financial institutions that successfully manage and leverage data will be able to strategize and put themselves on a path to enhanced customer engagement, improved worker productivity and greater operational performance all while meeting stringent security and compliance requirements. A Microsoft-based ERP/CRM management solution designed, deployed and delivered by Mibusoft will provide your organization with the modern productivity platform it requires to achieve these goals and more.

Strengthen customer engagement

With a Microsoft-based ERP/CRM management solution your organization will gain a 360-degree view of your customers’ relationships with every one of your departments. By leveraging this insightful data you will better understand your clients' wants, needs and preferences and be able to strategize and foster profitable, loyal relationships.

Boost employee productivity

Give your employees access to the information they need anytime, anywhere. A Microsoft-based ERP/CRM management solution will enable workers at your financial institution to stay productive and connected whether working in the office, on the road or at home while using familiar apps and securely retrieving documents and emails.

Increase operational efficiency

Enhance business efficiency and reduce expenses with a Microsoft-based ERP/CRM management solution that streamlines business operations and IT infrastructure management. Doing so will allow your financial organization to improve agility and reduce costs. You’ll gain access to real-time data intelligence which you’ll be able to strategize with and act on to optimize risk management and produce more accurate reports, projections and forecasts.

Safeguard security, privacy and compliance

Reduce the compliance burden and associated costs by ensuring that devices and customer data are more secure and manageable. Microsoft is a leader in security. All of their integrated ERP/CRM management solutions employ a defense-in-depth approach to provide physical, logical and data layers of security features and operational best practices for greater protection and peace of mind.