Case Study: Helsana achieves a holistic customer view with Microsoft Dynamics 365

Helsana delivers on digital transformation and its passion for customers with Microsoft Dynamics 365

Helsana, the largest health and accident insurer in Switzerland, faced the challenge of managing customer data across disparate, isolated systems. This fragmentation made it difficult to gain a holistic view of customers and improve their core service and sales processes. To address this, they partnered with Microsoft and implemented Microsoft Dynamics 365 for Customer Service and Microsoft Dynamics 365 for Sales to unify their customer data and overhaul their operations.

The solution from Microsoft, built on the Azure Cloud platform, integrated Helsana's various customer touchpoints into a single, secure interface. This provided service and sales teams with fast, secure access to comprehensive customer data, enabling them to respond to needs more quickly and effectively. The implementation also pioneered high security standards for the cloud in the insurance industry. As a result, Helsana's teams developed a closer relationship with customers, surprising them with unexpected services and living out their passion for customer service.

Helsana

Achim Baumstark

CIO