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Financial Services Sector

 

Business transformations always begin with a good customer service and sales strategy supported by a strong underlying technology platform. Whether you are in retail banking, business banking, mortgage broking, institutional lending, relationship management, wealth management or insurance, eSavvy can help you integrate your business processes across your sales channels.

 

We can guide your organisation through the strategy, business process re-engineering and change management aspects of your business system transformation. eSavvy's practice principals have worked on some of the largest implementations of Microsoft Dynamics™ CRM in the financial services industry.

 

eSavvy can design and implement solutions that help you:

  • Achieve increased customer retention,Retain Customers, Manage Risk, Improve Operational Efficiency
  • Increase customer footprint with multi-product purchasing,
  • Provide better customer service,
  • Improve data and information used by management in decision making processes,
  • Manage risk,
  • Improve operational efficiencies,
  • Improve sales efficiencies across all delivery channels,
  • Grow sales through increased branch efficiency and sales pipeline tracking,
  • Increase customer wallet share with better cross sell and up sell,
  • Reduce origination costs of electronic STP,
  • Convert tellers to sellers

 

Business transformations of this kind always begin with having a good customer service and sales strategy supported by a strong underlying technology platform. At eSavvy we can guide you through the strategy, business process re-engineering and change management aspects of your business system transformation.

 

When technology is required we can provide services in:

  • Microsoft Dynamics CRM
  • Microsoft Office Systems
  • Microsoft SQL Reporting Services
  • Microsoft SharePoint Server
  • Microsoft BizTalk
  • Microsoft .Net Development

With deep Financial Services industry experience, choose eSavvy to help you end to end with your sales channel business transformation needs. 

 

          1300 551 119                  info@esavvy.com.au               get more information

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"If your company is considering investing in a CRM solution that works or in need of a consultant who can provide "breakthrough" results in facilitating sales force effectiveness solutions, then I recommend David Goad and his team at E-Savvy,"Anthony Roberts, Head of Sales at Flexigroup Limited

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   1300 551 119

 
 

 

eSavvy is CRM Gold Certified Minimize

 

  Award winning Gold Certified Microsoft Dynamics CRM Partner

 

  Staffed by some of the most experienced and certified Microsoft Dynamics CRM consultants in the industry

 

  Microsoft Dynamics CRM Most Valuable Professional is in our team

 

  Experience in 100+  business application implementations in large enterprises

 

  Leaders in the development of the Microsoft Dynamics CRM Implementation Methodology

 

  Experience in the Public Sector, Financial Services, Telecommunications, Professional Services and Commercials Industry

 

 


CRM for Financial Sector

Retail banking

Business banking

Mortgage broking

Insurance

Wealth Management

CRM for Public Sector

   

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State Government

Local Government

Education

Healthcare

CRM for Commercial Sector

 

Travel

Telecommunications

Professional Services

Construction

Distribution

 

 1300 551 119                           info@esavvy.com.au                        get more information

 

 

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