How will this Webinar help me?
Learn how Hitachi CRM for Banking and Hitachi CRM for Credit Unions solutions for Microsoft Dynamics 365 drive better client relationships.
Banks & Credit Unions Cultivate Better Client Relationships with Dynamics 365
This presentation will focus on how a 360 degree profile of your customers/members helps your employees understand the interaction across lines of business so they can provide a seamless client experience.
You will also see how our solution drives additional opportunities for cross-selling/up-selling your clients and making sure these referrals don’t get lost in the shuffle.
What You’ll Learn
- Customer/Member 360 view of a client
- Collaboration across multiple Lines of Business
- Next Best Product, Referrals, and coordination of follow-up