In today’s economic climate, many financial services firms are trying to balance constant cost and resource pressures, with the need to differentiate themselves in the marketplace. All at a time when it is easy for competitors to quickly replicate price, product and distribution models. So how do financial services companies like yours win out?

The key is to deliver an exceptional client experience – across banking areas such as wealth management, mortgages, insurance, and retail banking. EAI’s integrated CRM offering, built on the Microsoft Dynamics CRM platform, empowers your organization to deliver that exceptional client experience on a consistent basis, customized to your needs to help improve profitability and operational efficiency.