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CRM in Financial Services

Microsoft Dynamics CRM and financial services are the perfect partners. Antelle can help you squeeze the most out of your CRM investment from initial consultancy on the infrastructure and deployment right through to customisations and integration with other line of business applications and post project support.

Struggling with where to start? Know you should be doing more? We can Help.

We have helped clients within various financial service sectors including Private Banking, Wealth Management, Corporate Service Provider, Outsourced Payroll and Stockbroking. Some of the projects we have delivered include bespoke customisations and workflows fo the following broad areas:

  • Credit Scoring
  • Risk Profiling
  • Financial Services Pipeline Management
  • Onboarding 
  • Commissions Tracking and Incentive Schemes
  • Complex Project Management
  • Timesheet and Expenses Processing
  • Integration with popular Accounting, Document Management and Company Incorporation Systems
  • Customer Satisfaction Management
  • Marketing, customer acquisition and retention and lead generation
  • Blending CRM with 3rd party line of business systems and applications to build complex business solutions. 

Contact us for a free 2-hour consultation about how you can put CRM to work for your business.


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Antelle IT Ltd
Unit 17b
Carrs Lane
Tromode Estate
Isle of Man

Phone: +44 (0)1624 660613
skype: antelleit