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Microsoft Solutions for Financial Services

How JourneyTEAM Helps Banks and Credit Unions Create a Centralized, Secure, and Personalized Customer Experience.

Microsoft Solutions for Financial Services:



Investments and stocks

Credit and Lending

Wealth Management

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Unify Your Business and Disparate Systems

  • Consolidate your technology stack to eliminate bottlenecks and get a single view your customer data

  • Empower your remote workforce with a cloud-based platform that supports multiple communication channels

  • Reduce operating costs and user errors with automated features that assist your customer service team

  • Safeguard your business and customer data to reduce risk, simplify compliance, and ensure business continuity

  • Ensure Enable employees and customers can to collaborate easily on any device.

Gain a 360-Degree View of Every Customer

  • Accelerate resolution times with real-time customer data at the fingertips of call center and front-line employees

  • Link your call center and on-premises data to gain a complete picture of your total member experience

  • Readily identify opportunities where you can streamline processes and improve member satisfaction

  • Generate complete, accurate reports that identify wins, opportunities, and areas for improvement

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Financial Analyst

Increase Client Satisfaction and Retention

  • Personalize your member experience to keep members happy and loyal.

  • Capture referrals, conversations, and leads in one central repository—no matter where your employees are located.

  • Reduce customer waiting times with a seamless platform that facilitates efficient self-service

  • Increase your revenue by identifying promotions and upsell and cross-sell opportunities while talking to members

  • Track the impact of sales and marketing campaigns with comprehensive analytics

How Financial Organizations can Grow with Microsoft Dynamics 365

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Get the Most Out of Financial Services

Our dedicated Customer Service team will work with you to understand your unique goals and create a customized platform that works for your business. We provide direction and guidance on finding and implementing the right solution- every step of the way.

Step 1

Discovery Call

Tell us your story. What are you facing, dealing with, or struggling against.

Step 2

Make a Plan with Us

See the tech in action to best plan out next steps.

Step 3

Get the data you need to lead confidently!

Comprehensive View of Client Information

Gain a real-time view of all customer data from multiple databases. Use the insight to maximize cross-sell/up-sell opportunities and adapt to changing customer needs.

Make data-driven decisions with accurate KPIs, including:

• Average Handle Time (AHT)

• First Contact Resolution (FCR)

 • Net Promoter Score (NPS)

• Average Wait Time (AWT)

• Customer Satisfaction (CSAT)

• Complaint escalations

• Upsell/cross-sell opportunities

“Ten out of ten. JourneyTeam is a true partner. From top to bottom, they are stacked with legitimate superstars who have endeavored to learn our business needs, bringing expertise and creative solutions along the way. They are honest, genuine and accessible. Partnering with JourneyTeam has allowed us to focus on the things that matter and not on the things that don’t. It’s easy to forget that they are an external partner and not part of our organization.”


-Jeffrey White, Product Manager, IT Team, at Mountain America Credit Union

Business Woman

Get the most value from your budget:

Every project is unique. That’s why JourneyTEAM offers flexible, custom pricing that fits your specific project.

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Contact JourneyTEAM

Get Your Microsoft implementation project started on the right path. Contact an expert at JourneyTEAM to take the first step.

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