CRMJetty

Like others, the finance industry is undergoing a drastic change as it moves towards digitalization. The emergence of non-bank startups is changing the competition, forcing everyone to rethink their ways. As data breaches and privacy concerns intensify, regulatory laws and compliance are becoming stricter. Besides, customer expectations are taking a turn, too, as they expect personalized services. On top of that, the pandemic is speeding up the transformation towards digital solutions. The transition from legacy to digital won’t be easy. However, financial institutions can tackle these and other challenges by technology that causes these disruptions. That means the finance industry needs to embrace digital transformation to tackle the challenges and thrive. Let’s look into how  CRMJetty’s Dynamics 365 Customer Portal  can solve your business challenges and see some success stories. Implementing Dynamics 365 Portal for Finance Industry Several financial institutions have succes...

Have you thought about the outcome of a bad customer experience? It can cost your business and even affect the customer base. A research says that 25% of customers will switch the provider after one negative experience. 33% will share their experience in one way or another.  In the eCommerce era, where every user prefers an online experience, businesses can’t risk letting their users down. And with digitalization, the traditional way of CX and providing support has changed. Customers now prefer to resolve their queries using online guides rather than waiting for a call or a message from the support team. The new era has brought in the need for a self-service experience. And that’s how Dynamics 365 Customer Portal comes into the picture.  It helps identify client issues and deliver exceptional service. A Dynamics CRM Customer Portal provides end-users a dedicated space to track and manage their support tickets. It connects them to the knowledge base and other resources. Over...