Accelerating Customer Service: The Power of a Unified Enterprise Solution
We helped a leading financial services group take their customer service to the next level with an integrated Dynamics 365 setup, delivering real improvements in efficiency, transparency, and customer engagement.
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Trusted legacy, future-ready focus in financial services
A leading financial services institution with a diverse portfolio spanning life insurance, health insurance, pension plans, and wealth management. Renowned for its longstanding commitment to trust and customer-centricity, the organization consistently strives to deliver exceptional service and innovative financial solutions tailored to the evolving needs of its clients.
Automation in action: Transforming service excellence
Since rolling out the Dynamics 365-powered system, the impact has been clear:
Manual customer service hurdles: Data silos, delays, and lack of transparency
Before the transformation, the client faced a mix of issues that slowed down service and caused friction:
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Unified service experience: From query to case closure
We stepped in with a full-scale Dynamics 365 solution that brought everything, and everyone, together:
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Tech Stack
Microsoft Dynamics 365
Microsoft Power Platform
Azure
Java Script
Power BI
Powerapps component framework
C#
Microsoft ASP .Net
Bright Pattern
Twilio
snowflake
Node Js
React
Strapi
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