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ANS helps OneFamily drive growth with Dynamics 365

Dynamics 365

OneFamily adopts Dynamics 365 to drive revenue with better business decisions, automated tasks and enhanced customer experience.

Challenge

OneFamily is an award-winning financial service mutual that supports its members with savings & investment, life insurance and equity release products.  It is undergoing a period of rapid growth and needs to upgrade, consolidate, and modernise its systems so that it can offer its customers a ‘best in class’ digital self-serve experience.

Solution

OneFamily chose ANS, a Microsoft Solutions Partner for Business Applications, to assist with the seamless migration of its data to Dynamics 365.  ANS streamlined the pre-configuration and automation of Dynamics to enable its rapid deployment.

As OneFamily continues to grow, Dynamics 365 can be tailored to meet the company’s evolving requirements to better understand its customers.

Dynamics from ANS can help deliver a more personalised experience to customers, driving loyalty, retention, and advocacy. Adopting a unified Dynamics platform will also enable OneFamily to manage all aspects of its business, including sales, marketing, finance and operations.

Learn more about ANS’ Dynamics 365 solution here.

“OneFamily is ambitious and is growing rapidly. So, it’s essential that we modernise our processes - that includes bringing together our data using Dynamics CRM to allow us to maximise efficiency and continue to offer our customers an award-winning service across all channels.”

Graham O’Sullivan

Chief Information Officer

OneFamily

Benefits

With Dynamics 365 from ANS, OneFamily can achieve greater self-sufficiency, streamline product lines, automate processes and gain a comprehensive view of its customers – enabling teams to invest more time and effort into critical tasks.

OneFamily’s partnership with ANS will provide a range of opportunities for growth and improved customer experience thanks to simplified processes and better support for management decision-making.

This partnership underscores OneFamily’s commitment to putting its customers right at the heart of everything it does whilst also improving efficiencies, driving revenue and supporting growth.