Activity Management

In the BFSI (Banking, Financial Services, and Insurance) sector, effective Customer Relationship Management (CRM) is essential for maintaining robust client relationships and ensuring seamless operations across all business functions. Managing activities across the front office, middle office, and back office within a unified CRM system enhances collaboration, improves customer service, and drives operational efficiency.

Each office plays a critical role: the front office focuses on direct customer interactions, the middle office handles risk management and regulatory compliance, and the back office manages administrative and support tasks. Integrating these activities into a single CRM system provides a holistic view of customer interactions and operational workflows, enabling BFSI institutions to deliver superior service and achieve strategic goals.

Key Features

Portfolio Management

Manages customer portfolios and provides analytical tools for investment strategies.

Customer Service Automation

Automates responses to common customer inquiries and service requests.

Lead and Opportunity Management

Manages potential leads and sales opportunities.

Customer Interaction Tracking

Logs and tracks all customer communications across multiple channels.

Workflow Automation

Automates routine workflows such as loan processing, customer onboarding, and compliance checks.

Document Management

Allows customers to upload, view, and manage important documents such as statements and loan agreements

Sales Pipeline Visualization

Offers visual tools to monitor and manage the sales pipeline, from lead generation to deal closure

Key Benefits

Operational Efficiency

Streamlined processes and targeted efforts reduce waste and optimize resource allocation.

Improved Risk Management

Middle office tools enhance the ability to assess and mitigate risks effectively.

Holistic View of Customer Interactions

Unified CRM provides a comprehensive view of all customer-related activities, improving decision-making.

Collaboration and Communication

Facilitates better communication and collaboration across different departments, ensuring a cohesive approach to customer management.

Enhanced Customer Experience

A holistic view allows for personalized interactions, improving overall customer satisfaction

Regulatory Compliance

Ensures adherence to regulatory requirements for customer feedback and satisfaction metrics


The system can handle increasing volumes of customer data and interactions without compromising performance

Data-Driven Insights

Provides valuable data and insights into customer behavior and preferences, supporting strategic decision-making


Customer Onboarding Managing the process of bringing new customers on board.
Sales and Marketing Campaign management, lead generation, and sales tracking.
Customer Support Handling customer inquiries, complaints, and service requests.
Account Management Managing relationships and interactions with existing customers.
Risk Management Assessing and managing financial and operational risks.
Compliance Monitoring Ensuring adherence to regulatory requirements.
Performance Analysis Evaluating the performance of financial products and services.
Portfolio Management Overseeing customer investment portfolios and strategies.
Transaction Processing Handling the administrative tasks of processing financial transactions.
Data Management Storing and managing customer and transaction data securely.
Document Management Managing documents related to customer accounts and transactions.

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Microsoft Dynamics 365 Business Applications encompass a suite of powerful tools designed to streamline various aspects of business operations. Dynamics 365 Customer Engagement (CE) focuses on enhancing customer relationship management through integrated applications for sales, customer service, marketing, and field service. It excels in scalability, flexibility, and integration capabilities, allowing organizations to tailor solutions to their specific needs. In tandem, Dynamics 365 Finance & Operations (F&O) offers robust financial management and operational capabilities, supporting complex financial processes, supply chain management, manufacturing, and human resources. Dynamics 365 Business Central further extends functionality with comprehensive ERP capabilities tailored for small to medium-sized enterprises, encompassing financial management, supply chain, sales, and service management. Partnering with specialized firms like Cubic Information Systems in the Banking, Financial Services, and Insurance (BFSI) sector enhances the power of these applications. Cubic Information Systems leverages its expertise to customize Dynamics 365 Business Applications, ensuring seamless implementation and optimization of CRM, ERP, and operational processes specific to BFSI regulations, customer engagement, and operational efficiency. This collaboration empowers organizations to achieve greater agility, compliance, and customer satisfaction within the BFSI industry.

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Activity Management

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