Financial Services

Solutions That Take Advantage of the Ongoing Changes in the Financial Services Industry


From wealth management to consumer insurance, the digitization and globalization of markets has completely transformed the financial services industry. This transformation has brought on an unprecedented amount of opportunity for financial service companies that are looking to innovate and expand on existing business models. Our digital solutions, all powered by Microsoft technologies, give your organization the tools and processes it needs to take advantage of the ongoing changes in the financial services industry.


With NuSoft Solutions as your technology partner, you can focus on developing an efficient digital workplace that optimizes operations, risk, product development, and the customer experience.

financial services

Customer Case Study

A leading national consumer lender that provides financing options to consumers who may have been rejected by traditional financial lenders needed to improve the overall lead-to-loan process. The lender chose NuSoft Solutions (formerly Atrio) and Microsoft Dynamics CRM to create a CRM solution that fit their needs. From managing and responding to a high volume of incoming leads, to managing customers throughout the loan process, the client required multiple, dynamic integrations, including mail merge capabilities. They also needed a partner portal to allow third parties to create and track the status and commission of leads without direct CRM access.


Additional integration points included:, Bankruptcy Watch, DocuSign, eCheck, Experian, Kelly Blue Book, and Black Book. The integrations made it possible to minimize user interaction while providing service teams with more time to focus on the customer, and better qualify loans for the company and stakeholders.

“Thanks to the NuSoft (formerly Atrio) team and Microsoft Dynamics CRM, we are now able to process leads to loan in under an hour.”


~ CMO, National Consumer Lender