Case Study: Beyond Bank achieves a complete 360-degree customer view with Microsoft Corporation Dynamics 365

Beyond Bank delivers an exceptional customer experience with Dynamics 365

Beyond Bank, a customer-owned bank in Australia, wanted to stand out by delivering a stronger customer experience but was struggling with fragmented systems and having staff sift through 14 or 15 tabs and screens just to handle one customer call. The bank needed a secure, cloud-based way to bring customer information together, improve productivity, and support compliance. Beyond Bank chose Microsoft Corporation’s Dynamics 365, working with partner UXC Eclipse.

Microsoft Corporation implemented Dynamics 365 for Customer Service and Dynamics 365 for Sales to consolidate customer data into a complete 360-degree view and simplify customer-facing processes. The result was a streamlined CRM back end for account openings and loan applications, reduced administration, better omnichannel service, and full rollout across all branches in Australia. Beyond Bank also reported faster access to relevant customer information and a more intuitive experience for staff, helping drive happier customers.

Beyond Bank

Robert Aitken

CIO