retail banking / outside developers / technology innovation on-premises / mobile and social technologies / social and mobile technologies / financial products / experience management / intuitive tools / sales productivity solutions / technology capabilities / access to multiple tools / business solutions / risk management / entitlements management / relevant products / value-add services / regulatory compliance solutions / cash flow management / online balance check / private banking / business support brokers / invoice management / customer management / financial services / technology infrastructure / social technologies / software opportunity / legacy marketing systems / banking / application infrastructure / industry specific solutions / tailored services / back office systems / social networks / globally-available technology services / social network / productivity tools / cloud computing / dashboard solution / collaborative technologies / improved client portfolio management / technology working / campaign management / /
Organization
Dynamics Service / /
Person
John Wall / Tim Tate / Christer Filis / Dena Brumpton / Paul Marriott-Clarke / Jean-Claude Swalus / Isabelle Dufex / /
Position
Advisor / advisors / broker / Head of client Management / Commercial Director / Head / Business Technology Manager / Zurich Services In order / productivity and give advisors / Senior Vice President / Sales and Branch Management / Business Solution Manager / Head of Institutional Client Relations / Captrust Financial Advisors / Executive / Global Chief Operating Officer / analyst / Head / Group / Connected Advisor / adviser / Contents Executive / /
Product
Extended / Extended CRM / /
Technology
CRM / mobile device / mobile and social technologies / mobile devices / knowledge management / social and mobile technologies / /
Delivering Amazing Customer Experiences with Microsoft Dynamics CRM Table of Contents Executive Summary ...................................................................................................................