Microsoft Dynamics CRM for Financial Services

In today’s competitive marketplace there is a great need for financial services organizations to better understand their clients and prospects, offer the right products and services, and most importantly create and nurture long lasting relationships. Consistent delivery of exceptional client service and introduction of operational efficiencies are paramount in maximizing profitability and growth.

Dot.Cy has been delivering software solutions for the financial services industry since 1999. Our business experience in financial services has been streamlined in the delivery of solutions based on Microsoft Dynamics CRM in the areas of Retail Banking, Corporate Banking, Wealth Management, Capital Markets, FX Trading and Investment Banking.

Many of the most prestigious organizations in the region trust Dot.Cy in providing solutions for delivering their CRM vision. Our purpose-built CRM platform for financial services leverages Microsoft Dynamics CRM and provides a solid foundation for addressing industry specific requirements and business processes.

Core Financial Services Elements
Dot.Cy’s CRM solutions for financial services come with a standard set of functionality which is then extended to cover the specific needs of each sub-industry. Amongst others, core elements include modules for the management of prospects, individual and corporate clients, opportunities, quotations, contracts, campaigns, KYC information, call reports, client requests, document expiration, and activities.

Dashboard and report designers, integration with Microsoft Office applications, graphical relationship charts, a strong data security and auditing model, and a powerful workflow engine provide a comprehensive but most importantly user-friendly solution.

Embedded KPIs, dashboard designers, report wizards and rich of out of the box reports and visualizations bring business intelligence at your fingertips.
CRM for Retail and Corporate Banking
With a 360 degree view, Dot.Cy’s CRM solution for Banking integrates with core banking as well as other banking systems and channels and provides retail and corporate staff members a holistic view of customer information. Dot.Cy’s Core Financial Services Elements are extended to provide banking-specific functions such as compliance and KYC management, account opening, CASA access, card account access, online banking related information, cross-selling and up-selling functionality, LG’s and LC’s management, complaints and service requests management and other industry specific processes, providing a productive yet client-centric sales and marketing platform.
CRM for Wealth Management and Private Banking
With Dot.Cy’s CRM solution for Wealth Management and Private Banking, your financial advisors have access to detailed client profile and segmentation information and can provide high net-worth individuals with personalized investment strategies and services. Extended KYC and client on-boarding functions, backed up with strong relationship management and reporting features, will ensure you get a best of breed solution for your Wealth Management needs.

Marketing modules extend the power of the solution and allow you to quickly inform your clients with new event announcements, industry news and product information. Mobility features allow your relationship managers and advisors to access and update client information, submit new product applications from the client’s premises and file new service requests remotely using any of the popular smartphone or tablet devices.
CRM for Capital Markets
For Capital Markets, Dot.Cy’s solution focuses on the CRM needs of brokerage houses, asset management firms, FX trading companies and other investment firms. It can connect with back-office applications and trading platforms to integrate portfolio and transactional information thus providing a complete view of the client’s assets and transactions. The Core Financial Services Elements are extended to cover needs specific to compliance, portfolio and asset management, research and private equity. The many security features and implementations ensure that the fence lines between departments are respected.
CRM for Investment Banking
Investment Banking is heavily reliant on relationships and the deep understanding of your clients and prospects. Dot.Cy’s CRM solution for Investment Banking provides the tools necessary for identifying potential clients, managing investment banking initiatives and deals, managing the due diligence process, automating the management of call reports, and easily accessing your deals’ pipeline. All client and prospect information, including documents and client interactions are stored in a centralized repository for simple access. Microsoft Office integration ensures quick user adoption and increased operational effectiveness.

Other Key Features

  1. Role based security to control record level and field level access
  2. Comprehensive data auditing engine
  3. Full campaign management for online and offline campaigns
  4. Support for triggered email campaigns
  5. Prospect and Client profile completeness scoring for improving data quality
  6. Point and click configurations
  7. Call center interface and customer portal integration
  8. Native Microsoft SharePoint integration
  9. Standard connectors with industry leading platforms
  10. Web service based APIs for ready and robust integration with external systems

Selected Clients (Financial Services Industry)


  • 28th October Avenue No. 1
    Engomi Business Center
    Block C, Office 106
    2414 Engomi, Nicosia, Cyprus
  • +357 22 444080

Middle East and the Gulf

  • 10th Floor, Swiss Tower
    Cluster Y, Jumeirah Lakes Towers
    P.O. Box 643718
    Dubai, United Arab Emirates
  • +971 4 278 9610

About Dot.Cy

Dot.Cy, a Microsoft Gold Partner in Dynamics CRM, was founded in 1999. Since then, Dot.Cy has been providing business solutions in Cyprus, the Middle East, and the Gulf using Microsoft platforms and technologies.

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