« Microsoft CRM Banking Solution » represents the personalized version of Microsoft Dynamics CRM to the needs for the banking field.

In an economic situation marked by more volatile clients, an increased offer of services, the performance resulting from the Client Relationship Management (CRM) is an essential asset for banking competitiveness.

A better knowledge of their customers is essential for Banks and in order to keep their customers and improve the quality of their services they should propose relevant and personalized services.

To meet the Banks’ needs in terms of Management and follow-up of the Client Relationship, LAMBERT CONSULTING has created Microsoft CRM Banking Solution from Microsoft Dynamics CRM.

Microsoft Dynamics CRM banking solution

Being both a business approach and an information system, Microsoft CRM Banking Solution acts as a detector of growth and profit sources.

It catalyses the set-up of new operating modes within the Bank, based on a total control of customer interaction processes.

Within this concept, LAMBERT CONSULTING has developed methodologies specific to a banking customer reference system with a 360° vision, analytical marketing B2B and B2C, the creation and implementation of Contact Centers (telephone, e-mail, post, facsimile) and sales force management (SFA).