This diversified, worldwide financial services company, with nearly $2 trillion in investments, provides banking, insurance, investments, mortgage, and consumer and commercial finance through thousands of locations all over the world. Its Merchant Services team of more than 1,000 works with small business customers to provide turnkey payment processing solutions.
Merchant Services needed a scalable, fully integrated solution to improve the overall customer experience, standardizing complex processes involving other groups that either contribute information or provide approvals. With Microsoft Dynamics 365, Merchant Services can now process applications faster and with less stress on the merchant applicant, while ensuring proposals are built to fit the needs of the merchant. The system guides users through processes step by step, starting with lead management. In addition, the team can continue building strong relationships with customers while capitalizing on opportunities for additional sales, and managers are able to easily gather vital information for continued process reengineering.Download case study