âAs the competition for core deposits intensifies, flawless execution of sales strategy has never been more critical for traditional financial institutions,â said Tom Warsop, Group President, Financial Institution Services, Fiserv. âCapturing new market share while
securing and deepening existing customer relationships requires a structured and systemic approach enabled by practical technology that reveals customer insights and simplifies the sales process.â
EnAct was designed to support Fiservâs globally proven methodology for bank sales management, and incorporates best practices based on 25 years of experience in helping banks execute customer relationship and sales strategies. Built on Dynamics CRM, EnAct
combines all the capabilities and flexibility of Microsoftâs highly acclaimed CRM platform with all the finely tuned banking functionality of a purpose-built industry solution. Fiservâs configuration of Dynamics CRM provides pre-defined local and centralized campaign
templates, tailored dashboards of leading and lagging indicators, processes for lead, referral and pipeline management, structured sales planning tools and more.
âManaging prospects, referrals for existing customers and other opportunities is a clear priority for banks,â said Kathleen Khirallah, banking practice managing director, TowerGroup. âHaving the right technology tools in place can help them manage leads and marketing lists across the enterprise to ensure that sales and marketing functions are working in harmony.â
By choosing Dynamics CRM as an enterprise-ready platform, Fiserv has leveraged Microsoftâs massive investments in usability and integration with Office applications such as OutlookÂ®, WordÂ®, ExcelÂ® and SharePointÂ®. Dynamics CRMâs strength in usability and
integration facilitate user adoption of EnAct, while Fiservâs methodology-based design and insightful expertise provide financial institutions a fast path to sustainable sales uplift.
âAs a leader in financial services technology, Fiserv brings a wealth of global banking experience to Microsoftâs partner ecosystem. EnAct is a perfect example of Microsoftâs strategy to align with industry specialists to bring to market vertically relevant enterprise
solutions on powerful Microsoft platform technologies like Dynamics CRM,â said David Vander, managing director of worldwide banking for the financial services sector at Microsoft.