The Easier Way For perfex solutions To Handle CRM Integration

Banking would be at the top of the list when you think of an industry that could "never" allow working from home. There are too many security issues involved.

Mounding methods have social security digits, perfex solutions, and mortgage details, everything you wouldn't desire to fall into the wrong hands.

Last year very few banks had planned for a complete shutdown, yet all of a sudden, to continue serving customers, they had to quickly find a way for employees to work remotely.

Most banks did it the hard way, which is also expensive. Some banks found a better way.

The hard way:

Most banks use legacy technology that runs on internal servers. To access it remotely, they must use a Citrix encrypted access link. Each of these connections requires a license and costs money.

In the past, perhaps just a few salespeople or top executives were given one of the RSA access token key fobs to go through an encrypted Citrix connection and securely log into the bank systems.

In 2020, to remain fully operational, suddenly, banks were faced with the expense of possibly hundreds of extra remote licenses. More likely, only a few selected people received a license, and the others were rotated into the office on a schedule. Except when a branch had someone exposed to COVID, the entire team had to quarantine.

Of course, this impacts productivity and strains the workers in the office. Another casualty is that essential systems, such as the CRM system, may not be updated.

It is hard enough to get bank employees to keep a webex convert perfex crm to app android system up to date. If they do not have access from home, they have to wait until they are rotated back into the office, which sometimes is two weeks. Then if the employee is only back in the branch for a short time, likely their priority is not to update the CRM system. Admins with remote access must think of workarounds such as manually exporting lists, asking people for updates, and then entering the updates.

This "system", both from a technical and operational perspective, is expensive and inefficient. 

The easy way: 

Microsoft's mission is to empower banks to achieve more by delivering solutions with security, privacy, compliance, and transparency in mind. Microsoft Dynamics 365 was built for the cloud and designed specifically for remote access. Everyone licensed in the system can use it, no matter where they are, and stay secure.

Microsoft Dynamics 365 with Crowe CRM For Business Development for Banking is a system built for the banking industry. There is no extra cost for remote connections. There is no additional cost for the world-class governance you are afforded in the Microsoft cloud. Microsoft Dynamics 365 helps bank employees remain productive without increasing cybersecurity risk.

Employees can stay in touch with coworkers using chat applications like Microsoft Teams and share documents using SharePoint or OneDrive. They can replace in-person meetings with conference calls. All this is done on the Microsoft platform.

Microsoft's security approach begins with Zero Trust, based on the principle: never trust, always verify. Every access request is strongly authenticated and inspected before access is granted. This approach helps Microsoft protect employees, devices, applications, and data – no matter where users are located.

Last Thought :

While we hope business will soon return to normal after the pandemic, will your bank be ready if something similar happens again? Even if we do not have another full lockdown, would your team be more productive if it was easy for them to access systems securely from any location where they might be working?

Crowe professionals focus on helping banks manage technologies, enhance systems, address complex data and analysis challenges, and organize processes for optimal efficiency. We provide practical advice and proven methods to help organizations create lasting change.