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
Watch the Webinar