Build Trust. Drive Growth.
Deliver Better Financial Experiences.
Technosoft helps banks, insurers, and financial services institutions transform customer engagement, streamline operations, and achieve regulatory compliance — with Microsoft Dynamics 365 CRM purpose-configured for the financial services industry.
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In today’s competitive financial landscape, institutions face rising customer expectations, evolving regulations, and pressure to do more with less. Microsoft Dynamics 365, deployed by Technosoft’s FSI specialists, gives you the tools to build deeper customer relationships, empower your advisors, and grow sustainably while staying compliant.
Highlight Features
One CRM, the Full Customer Lifecycle in Finance & Services
Built on Microsoft Dynamics 365, Technosoft’s CRM solution for the Finance & Services Industry connects acquisition, portfolio management, and customer service in one system — accessible from browser, tablet, and mobile.
Campaign & Lead Management
Run targeted campaigns and capture new leads directly into Dynamics 365, with every status update tracked automatically.
Customer Acquisition on the Go
Sales teams create appointments, calls, and notes straight from the Dynamics 365 mobile app — no desk required.
Customer 360° & Portfolio View
A complete customer profile — financial and non-financial data, family tree, related prospects, and account history in one screen.
Account & Relationship History
Track every account’s history and related-party connections so relationship managers always have the full picture.
Call Center & Case Management
Log cases, route and escalate automatically, and resolve faster with a searchable knowledge base and SLA tracking.
Knowledge Base & SLA
Give agents instant access to standardized answers while service-level agreements keep every case on track.
How Dynamics 365 CRM Transforms FSI
360° Customer View
Unify customer data from multiple systems — core banking, insurance platforms, transaction histories, and digital channels — to build a complete picture of every customer’s needs, behavior, and lifetime value.
Personalized Customer Engagement
Deliver hyper-relevant product offers, timely communications, and personalized experiences across every channel — from branch visits and call centre interactions to mobile app and email.
Advisor & Relationship Manager Empowerment
Equip your advisors and relationship managers with AI-powered insights, next-best-action recommendations, and a complete customer view — enabling them to build stronger, more profitable long-term relationships.
AI-Driven Cross-Sell & Upsell
Identify the right products for the right customers at the right moment with Microsoft Copilot AI-powered insights and intelligent next-best-action guidance embedded directly in your advisor workflows.
Streamlined Service & Case Management
Resolve customer issues faster with intelligent case routing, AI-assisted responses, and automated follow-up processes — improving satisfaction scores and reducing cost-to-serve.
Compliance & Risk Management
Maintain regulatory compliance with built-in governance frameworks, comprehensive audit trails, data security controls, and customizable regulatory reporting — all within Microsoft’s trusted cloud environment.
Solutions by Sector
Financial Services
Acquire, engage, and retain customers with modern banking experiences. Use cases include Retail & Corporate Banking, Wealth Management, Mortgage & Lending, and Cross-sell & Relationship Growth programs.
Insurance
Improve policyholder experience and increase retention with data-driven intelligence. Use cases include Policy Management, Claims & Service Optimization, Agent & Broker Management, and Renewal & Retention programs.
Frequently Asked Questions
Technosoft Financial Services Customers
Ready to Transform Your Financial Services Business?
Connect with our FSI specialists and discover how Microsoft Dynamics 365 CRM can help you build better customer relationships, improve advisor productivity, and drive sustainable growth.