101 F I NANC I A L S E R V I C E S needs. One bad experience and those customers will go elsewhere. How do JourneyTEAM’s solutions aid sales teams in the finance industry? IS: One client of ours is a major bank that offers large loans to other financial institutions. It implemented Dynamics 365 Sales and Marketing as well as Power Platform to manage and track marketing activities, opportunities won and lost, and how each group of bankers were doing with their deals. We helped the bank set specific goals for its sales team and with Power BI, it can now view that information summed up, averaged, and fully calculated to make better business decisions. It can see a ratio of how many wins and losses there are, how long it takes sales to work the deals, and more. Sales representatives can now open a page to see what they need to do to hit their various goals. Likewise, managers can easily look at their sales team to compare top performers and top deals at their own location as well as across other branches. How does JourneyTEAM help financial services organisations safeguard their data, reduce risk and simplify compliance? CD: There are many ways we specialise here, from access management to cloud security. This is a major area of concern for our financial service clients, and a top priority for JourneyTEAM. One of our clients, a lending institution, leveraged Microsoft Intune to systemise security set-up for its over 30 new contact centre hires each week. This allowed the firm to apply security settings and profiles for laptops, and reduce the time to train new hires. How will JourneyTEAM continue to help organisations within the financial services space? CD: The formation of our financial services specialisation team is a great meeting of the minds, helping us to learn and understand how to help the financial services industry. We also have an enterprise project lead who helps us communicate between teams so that we’re working towards one goal. Our clients have one point of contact to manage the whole process for them, and they work with our specialised team of experts. IS: Our experience with financial services is helping us bypass any learning curves because we’ve been there before. We’re getting even better at evangelising on that experience to estimate accurate timelines and budgets, implement the right approach a lot faster, and provide a range of insights. We can guide our financial services customers from start to finish.
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