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Intelligent Sales Advisor

The Intelligent Sales Advisor scenario empowers financial advisors to enrich client relationships at scale through authentic, personalized, and high-touch engagement, driving customer acquisition, retention, and sales.

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Intelligent Sales Advisor for Banking and Capital Markets

The Intelligent Sales Advisor scenario enables banks to transform their customer’s experience and deliver more personalized service resulting in less customer churn and higher cross-sell/up-sell, a winning scenario for both customer and bank.

Intelligent Sales Advisor integrates and streamlines core CRM capabilities with AI and productivity tools to enrich client relationships at scale. Unifying these capabilities empowers advisors to deliver exceptional client value with timely, personalized interactions, create stronger connections, reach more customers, and drive sales.

Intelligent Sales Advisor benefits

Engage customers

Engage customers with timely offers and personalized interactions

Empower relationship managers

Empower relationship managers with a holistic, 360° view of customers and deliver actionable insights

Enhance the client experience

Enhance the client experience with seamless, 24/7 interactions in the customer’s preferred method

How it works

Engage customers with timely offers and personalized interactions Empower relationship managers with a holistic view of customers Enhance the client experience with seamless interactions

The Intelligent Sales Advisor scenario offers advanced capabilities that make it possible to understand the customer and what they want while providing a personal touch and performing at scale.

Financial institutions who implement the solution will help engage customers with timely personalized interactions. Organizations will also empower their relationship managers with a holistic 360o view of customers and actionable insights. Client experiences will be enhanced with seamless, 24/7 interactions in the customer’s preferred method of communication.

Infosys Ltd.

“There wasn’t an easy way to access the information we needed to understand a target account or prospect, but now I can go to one place and quickly find out who the business leaders and
decision-makers are that I need to reach.”
Sanjeev Bode
AVP, New Business…

“There wasn’t an easy way to access the information we needed to understand a target…

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Park Place Technologies

“Microsoft is uniquely positioned with integrated offerings across the whole cloud stack. We’re confident this global, trusted platform will translate into dramatic productivity boosts for our employees and value to our customers.”
Chris Adams
CIO

“Microsoft is uniquely positioned with integrated offerings across the whole cloud stack. We’re confident this…

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Next steps

Want the next best steps for? Find opportunities below to meet with Microsoft architects and technology strategists for custom workshops or partners to work with.

Connect with Microsoft Services

Digital advisors, engineers, consultants, and support professionals from Microsoft Services can help you plan and implement your own intelligent customer journey with Microsoft and partner products, services, software and devices.  For more information, contact your Microsoft Enterprise Services Account Representative.

Connect with Services

Contact a Microsoft Technology Center

At the Microsoft Technology Centers (MTC) we can help you find the right solutions to transform your enterprise business in a mobile-first, cloud-first world.

Contact your Microsoft Account Manager to learn more about the MTC near you or go to www.microsoft.com/mtc to learn more.

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