Microsoft Dynamics 365 for Financial Services | AI Driven CRM & ERP

1. Today the Financial Service Industry is becoming more competitive than ever. Today companies embracing AI and ML powered customer experience, sales and service insights and customer insights solutions for new acquisitions, retentions and enrichment will emerge as the winners. New generation tools like conversation insights ensure salespersons are making the right pitch with relevant keywords and product features, customer service is offering the right solution and focusing on enrichment and most important that customers are feeling satisfied and delighted. Infusai and Microsoft are fuelling the success of financial companies today, by providing best in class solution for customer acquisition and on boarding, marketing and customer service thus giving better insights into your business, customers and products. With Microsoft Dynamics 365 Omni channel customer service and sales solution built by Infusai, you will always be a step ahead from competition by using the following features Conversation insights, the AI and ML based tool gives real time transcripts of conversations that helps in – ▪analysing whether the agent has used all desired keywords and is he/she making the right pitch ▪creating relevant records on identified keywords/sentiment/intent analysis, like a new lead, ticket or activity during and from ongoing conversation ▪populating relevant knowledgebase articles based on identified keywords from the conversation in real time on the agent screen enabling agent to have access to related information instantaneously ▪overall analysing the quality, speed, sentiments, intents and score of the conversation • Use of Cognitive AI services for text, video and Audio to ensure maximum Straight through processing of transactions. • Campaigns with customer journey on multiple channels including voice, email, SMS , WhatsApp & social network • Automated customer on boarding with integrated KYC (Aadhaar), lead to account/customer new business process with stage gating • Customer categorisation based on multiple parameters and value-added services configuration for HNI and other important categories • Seamless integration with direct communication channels like voice, email and SMS with added new age tools like BOTS • Seamless integration with DMS, Back end core systems, customer communication applications, regulatory Govt. websites, payment gateways, Bank/partner channels and other legacy applications. • Empowered Agents with 360o customer data instantaneously available with guided scripts, related information and historical data available on single screen • Next best option for the call centre, branch and field agent to promote cross sell and upsell • Auto ticket creation from multiple channels with automated ticket assignments • Enhanced SLA management and multi-level escalation matrix • Channel partner extensions using portals, Automated endorsements with multi factor authentication • Simplified new product configuration and configuration-based data archival • Infusai Solutions Pvt Ltd is emerging as one of the most preferred Microsoft Dynamics 365 partners for BFSI segment. Get Started Now. Let’s define your path to success Infusai Solutions Pvt. Ltd. 91Springboard Business Hub Pvt. Ltd. Godrej & Boyce, Gate No. 2, Plant No. 6, LBS Marg. Opp Vikhroli Bus Depot, Vikhroli (West), Mumbai - 400079. Phone: +91 9975477250 | Email: info@infusai.com