Financial Services

Across Finance service Industry, data and IT Infrastructure technology availability are driving change at pace. Institutions are simultaneously cooperating and competing in an eco-system that is fragmenting and challenging paradigms. Traditional institutions are racing to keep pace with disruptors, within a shifting regulatory landscape. Seamless user friendly business applications for controlling day to day activities or managing sales & customer relationship is high in demand. Appropriate data exchange, transparency in service to the customer is appreciated which requires a full proof ERP / CRM application with a good support partner. 

Capvyuh helps financial institutions by implementing Microsoft Dyamics365 or SAP to,

  • reduce complexity and simplify operating models to achieve growth and navigate disruption to evolve into next-generation financial institutions.
  • to help our clients deliver world-class customer experiences, enabled by streamlined operations that create new business value.

Our team comprises highly respected professional CPAs, CAs, specialists in business transformation,  technology professionals, strategic communications experts, former operators — all of whom are financial services specialists with extensive industry knowledge and expertise.

With team of domain and Software knowledge, post implementation of Microsoft Dynamics365 or SAP, Customer with get all there data at one Single window:

  • centralized view of customer/Supplier data to Prepare your employees with the information they need to deliver an enhanced customer experience.
  • immediate insight into actionable, real-time analytics.
  • Seamless & Flawless integration with existing systems to boost efficiency.

Allow your executives to send targeted offers to each customer or supplier based on their individual profiles, risk tolerance, and needs.

Customer acquisition

Attract prospective customers by personalizing interactions and increase sales team productivity by automating the sales process.

  • Accelerate customer acquisition through personalized marketing campaigns built using AI-enabled customer insights.
  • Streamline and automate the sales process by using intelligent chat bots to start proactive conversations, pre-qualify sales leads, and provide quotes.
  • Help bankers and relationship managers focus on prospects most likely to convert using predictive lead scoring.
  • Offer prospective customers seamless, personalized customer interactions across channels including virtual meetings with Microsoft Teams.

Customer onboarding

Onboard new customers with ease and efficiently engage them to build loyalty.

  • Bring together financial, behavioral, and demographic data for a 360-degree view of the customer.
  • Access a unified view displaying current product holdings along with cross-sell and up-sell opportunities.
  • Orchestrate new and existing customer journeys on the channels they prefer.
  • Provide seamless personalized experiences across in-branch and digital channels.
  • Simplify the user experience by building low-code, responsive websites which allow customers to interact with their financial data.

Customer service

Increase customer satisfaction by predicting customer issues and proactively resolving issues.

  • Respond quickly to your customer needs using self-service intelligent conversational chatbots.
  • Service customers in the channel of their choice with personalized support and consistent digital and human experiences.
  • Provide employees with the support needed to deliver a consistent experience with guided workflows and a unified view of the customer.

Risk management

Standardize processes with powerful, low-code, no-code automation.

  • Help protect online accounts from fraud with adaptive AI that continuously monitors evolving fraud patterns.
  • Lower business risk by standardizing and automating manual processes with robotic process automation (RPA).

Operations optimization

Help reduce operational costs through process automation.

  • Increase productivity and improve employee satisfaction by automating tasks with Robotic Process Automation (RPA).
  • Reduce costs and risks by automating indirect procurement.
  • Enable self-service employee tools including IT help desk, expense reporting, requisitioning, and benefits.