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Banking customer engagement

Important

This content is archived and is not being updated. For the latest documentation, go to the Microsoft Dynamics 365 documentation. For the latest release plans, go to Dynamics 365 and Microsoft Power Platform release plans.

Important

Some of the functionality described in this release plan has not been released. Delivery timelines may change and projected functionality may not be released (see Microsoft policy). Learn more: What's new and planned

The solution, designed specifically for retail banking, enables agents at the bank to instantly connect and engage with customers with a customer 360-degree view. This view offers relevant financial information, banking segmentation, and likelihood to churn. It's powered by purpose-built AI models for banking, via Dynamics 365 Customer Insights. Contextual information empowers a customer service representatives (CSR) to quickly resolve issues and drive toward better outcomes, increasing customer satisfaction and agent productivity.