Beyond Bank achieves transformation with Microsoft Dynamics CRM solution

July 17, 2023

Beyond Bank is one of Australia’s largest customer-owned banks, using its profits to benefit customers and their communities.

As a financial institution, Beyond Bank uses many different industry databases and industry-specific approaches. This created a complex network of software applications that slowed the bank’s processes down and made it almost impossible to deliver a consistently outstanding level of service.

To deliver on its ambitious goal of transforming the customer experience, Beyond Bank needed to know more about its customers, and it needed to achieve stronger integrations with both internal and external systems.  To achieve the functionality and cost savings it was looking for, Beyond Bank needed to commit to an overarching technology refresh that would deliver significant new functionality.

With development by DXC Practice for Microsoft, the cloud-based Microsoft Dynamics CRM platform lets the bank’s employees get a 360-degree view of the customer without having to navigate between screens.

"This delivers a competitive advantage to the bank. We have a complete view of the customer, accessible from any location, along with a range of sophisticated reporting abilities. So now we know everything we need to about the customer, and we can see how we are performing overall in terms of converting more leads into sales, for example.”

Robert Aitken, Chief Information Officer, Beyond Bank.

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