PragmaBanco

  • microsoft dynamics crm solutions

PragmaBanco

Microsoft Dynamics based Customer Relationship Management for Banking Industry

PragmaBanco, a Microsoft Dynamics based Customer Relationship Management designed specifically for the unique requisites of the banking industry offers our clients customized CRM solutions for the banking domain and banking operations. Built by using the Microsoft Dynamics CRM framework, PragmaBanco transforms the finance and accounts centric banking organizations into customer centred enterprises.

Integrates Core Banking Systems with Existing Data

By integrating the existing data and the core banking systems, it delivers an exhaustive 360o view of the customers. Our bespoke, purpose built banking solutions for commercial banking, retail banking and wealth management  help the banking employees to effectively market, sell and deliver their services.

Features

The cardinal features that PragmaBanco possesses include:

  • 360 degree customer view
  • Flexible data map for standard and custom entities
  • Scheduling and sales funnel
  • Performance visibility
  • Efficient and consistent customer service
  • Analytic capability for generating insights
  • Data management and Auditing
  • Direct data upload to the interface table
  • Data upload from CSV or Excel
  • An integration framework for connecting with core product systems

Offers Flexible Deployment

We follow a comprehensive process to understand your goals by conducting the detailed, business-process mapping sessions. Afterwards, we implement the CRM solutions that seamlessly integrate with your budget, long term infrastructure strategy and security model. With PragmaBanco, we help you take the right choices pertaining to your technology infrastructure at the right time to ensure that you achieve operational excellency while completely optimizing your enterprise management capabilities for driving efficiency, compliance and performance.

Microsoft Outlook Based Usage

Our PragmaBanco provides the users an access to their account information through an easy to use and familiar Microsoft Outlook experience. This helps in the achievement of faster results owing to the rapid user adoption. PragmaBanco manages all the enterprise contacts centrally, but those can be easily surfaced individually in the outlook.

Let’s work together ! Drop us an email (sales@pragmasys.us) and we shall get in touch with you.