Orchestrator AI - Financial Services

• Leaky Funnel: Promising leads from marketing go cold because sales lacks the context to follow up effectively  
• Siloed Customer View: Your service team solves a critical issue, but sales misses the chance to upsell, leaving revenue on the table.
• Manual, Slow Processes: Your best people waste hours on repetitive tasks like building proposals or manually onboarding new clients.
• Reactive, Not Proactive: You find out a customer is unhappy only when they cancel, instead of spotting the warning signs early.

A Single Platform to Manage Your Entire Customer Lifecycle

We provide a pre-configured system on Microsoft Dynamics 365 that unifies your teams, automates your key processes, and gives you a 360-degree view of every customer.

Before

• Leads: Manual lead entry, scattered notes, slow follow-up
• Onboarding: Email chains, missed steps, frustrated new clients
• Retention: Flying blind, only reacting when a client complains

After

• Leads: Automated lead scoring, tasks in Teams, a "Proposal Factory" app that cuts SOW creation from hours to minutes
• Onboarding: A won deal automatically triggers project setup and assigns the service team, ensuring a seamless hand-off
• Retention: Dashboards highlight at-risk clients, and service cases are intelligently routed to the right expert

We're Not Just Technicians. We're Growth Architects

We Start with Your Business, Not the Software:

• We begin by mapping your unique revenue and service processes, then configure the platform to fit.

We Deliver a 'Ready-to-Run' Foundation:

• We don't start from a blank slate. We use our pre-built, industry-tested 'accelerators' to get you live faster and with less risk.

We Leverage the Full Power of the Microsoft Cloud:

• Your CRM won't live in a silo. It works seamlessly with Outlook, Teams, and Power BI, driving company-wide adoption.