Banking Performance Insights

Banking Performance Insights – Feb. 27, 2017


Automating Commercial Credit Monitoring

Commercial lenders often incur significant costs – and avoidable risks – in the way they handle their borrowers’ periodic financial statement submissions. By automating both the tracking of borrowers’ submissions and the entry of statement data into their spreading platforms, lenders can achieve significant cost savings and greatly reduce the opportunities for costly data entry errors.

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Services for Microsoft Dynamics® CRM: Crowe Can Help You Optimize Your CRM Projects

Managing customer relationships is critical to your bottom line, and a well-executed CRM approach can give you a competitive advantage. The Microsoft Dynamics CRM solution and DynamicsTM 365 evolution can help enhance your customer acquisition and retention efforts.

Crowe can bring extensive experience to your Microsoft Dynamics CRM project through:

  • Consulting
  • Add-on solutions
  • Industry solutions 

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Microsoft Dynamics and Dynamics are either registered trademarks or trademarks of Microsoft Corp. in the United States and/or other countries.



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Jason V. Bomers
Principal, Financial Services Performance
Consulting Leader