go2connect

Overview
Go2Connect CRM is an end-to-end customer relationship and onboarding solution, purpose-built for banks, digital lenders, microfinance institutions, and other financial service providers. Powered by Microsoft Dynamics 365, the platform empowers financial institutions with a 360° unified view of both retail and corporate customers, allowing them to streamline operations, enhance customer engagement, and drive growth.

Value Proposition
Go2Connect CRM helps financial institutions:

• Deliver personalized, data-driven experiences across all customer touchpoints (branch, mobile, email, WhatsApp, and call center).
• Automate and simplify customer onboarding with integrated KYC and KYB verifications, and document management.
• Manage products and services from a single console—accounts, loans, cards, investments, and insurance.
• Track customer journeys and proactively identify cross-sell and upsell opportunities using embedded analytics and AI.
• Ensure regulatory compliance and audit readiness through customizable workflows and access controls.

Target Audience

• Corporate Commercial Banks
• Retail Banks
• Digital Banks / Fintechs
• Microfinance Institutions (MFIs)
• Credit Unions
• Development Finance Institutions (DFIs)

Target Industry

• Financial Services
• Banking
• Fintech

Core Capabilities

• Customer 360 Dashboard
• Relationship Hierarchy Management
• Corporate & Retail Onboarding Workflows
• Product & Services Management
• Task/ Case Management & SLAs
• Omni-Channel Communication Integration (Email, SMS, WhatsApp)
• Document Management
• Embedded Power BI Dashboards for Reporting & Insights
• Microsoft Teams & Outlook Integration for collaboration
• Integration-ready APIs for Core Banking & 3rd Party Systems

Built On & Compatible With

• Microsoft Dynamics 365 (Sales, Customer Service, Marketing)
• Power Platform – Power Apps, Power Automate, Power BI
• Azure – for hosting, identity, and advanced analytics
• Microsoft Teams, Outlook, SharePoint
• Compatible with third-party integrations such as identity verification, credit scoring, and core banking systems (Finacle, Temenos, Flexcube, Finastra etc.)

Why Go2Connect CRM?
Unlike generic CRM solutions, Go2Connect CRM is industry-focused and configurable, accelerating go-to-market for financial institutions while reducing deployment risk. It bridges the gap between sales, service, and compliance in a secure, scalable environment designed for regulated industries.