Avanade Microsoft Cloud for Financial Services

Banks acknowledge that they need to improve both customer acquisition and retention, increase cross- and up-sell rates and simplify processes for both the customer and the employee.

For these reasons, we have developed a Banking Accelerator that is designed to help in these priority areas:

• Customer acquisition and retention
• Better lead management
• Improve the customer onboarding experience
• Reduce time for account opening
• Cross- and up-selling productivity
• Increase the productivity of your sales teams
• Develop proactive financial notification • Help customers plan for the long term
• Back-office automation
• Service simplification
• Internal efficiency

Our Banking Accelerator is based on Microsoft Dynamics 365, Azure and Power BI platforms and has the following templates and services:

• Industry data model: This uses a predefined, industry relationship data model with more than 1,100 attributes, entities and templates and prewritten schema and solution documentation.
• 360-degree relationship view: This includes views on loans, credit cards and deposits.
• Lead prioritization: Apply lead and opportunity tracking, score and prioritize leads to focus on key opportunities and integrate with marketing models for targeted campaigns.
• Onboarding: Use processes for onboarding, review sample customer and loan application portals, and leverage the onboarding document management Power App.
• Reporting and dashboards: This includes predefined opportunity reporting for lending, branch and LOB managers; aggregated business data and KPIs highlight LOB performance and goal attainment.
• AI models: We leverage customer data and extract insight to provide a personalized experience

*Pricing will vary based on the scope of the engagement.