Case Study: ICON (South African financial-services innovator) boosts efficiency and drives sales with Microsoft Dynamics 365

South Africa’s financial services innovator enters a new era of disruptive capability and efficiency thanks to CRM

ICON is a South African digital services provider that has been modernizing customer experiences for finance and insurance clients since 2014. Facing an industry that remained largely paper-based, ICON needed a scalable, compliant digital platform to enable flexible collaboration and support growth while meeting regulatory demands.

Working with The CRM Team, ICON implemented Microsoft Dynamics 365 for Customer Service—covering lead logging, sales tracking, contact staging, document handling and a self-service portal for advisors and clients. The solution streamlined and automated CRM processes, reduced costs, increased profits, boosted client engagement with personalized content, and generated more sales opportunities and positive industry attention.

ICON

Sean Kelly

Digital Platform Manager