Our clients

"Within just a few hours’ post-implementation, I’d identified circa 100 opportunities [via the new CRM], that I otherwise wouldn’t have uncovered. The ability for Managers to identify and share these high value opportunities with the team is completely transformative to our business."

David Maxwell, Relationship Manager, Virgin Money

A range of resources to help banking leaders adapt and grow with the very latest technology, automate operations and excel in client experience in the months and years ahead.

The Future of Banking

  • Discover how the Banking sector can harness the power of Microsoft’s latest technologies to drive effective business change, innovate at speed and revolutionise all areas of banking business
  • Explore how Banking sector leaders understand the tools that are building and mapping the foundations of future transformation now.
  • Learn about the power of digital transformation.
Read the whitepaper »
Virgin Money case study

Virgin Money partners with Incremental 

  • Discover how Virgin Money sought a strong CRM partner in Incremental to lead the implementation of market-leading solutions and drive meaningful organisational change
  • Learn how Incremental collaborated with Virgin Money to deliver a simple but effective vision
  • Learn how Dynamics 365 Sales was used to manage opportunities, leverage pipeline and report on goals.
Read now »

The impact of the pandemic on Banking and Capital Markets

  • Learn how Covid-19 became the catalyst for digital change on a scale never seen before, and created the kind of user adoption that IT change managers could only dream of before the pandemic.
  • See how sector leaders responded to the new operating environment and how accelerated transformation will shape the future of Banking.
Download the guide »

Incremental and Microsoft’s suite of free online workshops help banking leaders drive their transformation strategies, with the right technology, at the right time. Book online now or get in touch for a chat.

Who’s the workshop for?
CTO’s or CIO’s who manage tactical and strategic digital transformation:

  • Explore data modernisation and low-code, no-code capabilities. Push creative boundaries and put the ability to build cool stuff in your people’s hands.
  • See use cases of Power Platform in action, to visualise how it’s more that the sum of its parts.
  • Conceptualise connected sales, service and acquisition journeys, built with Power Platform and hundreds of data integrations, including Dynamics 365 and third party tech.
Workshop overview »

Who’s the workshop for?
Banking leaders and c-suite transformation leads:

  • See how technology can enable sales and relationship managers to sell smarter and faster with Dynamics 365, enriched by AI and LinkedIn Sales Navigator.
  • Accelerate sales with predictive lead scoring and forecasting, with intelligent assistant support through the engagement process.
  • Unify rich customer data, company assets and top seller playbooks with free advanced insights features across desk-based dashboards and on-the-go devices.
Workshop overview »

Who’s the workshop for?
Client acquisition teams and c-suite transformation leads:

  • Gain a holistic view of customer behaviours with rich data insights, and discover new audience segments with AI-driven recommendations.
  • Visualise how to automate complex financial promotions compliance and connect to sales and service applications.
  • See how to create segmented nurture and transactional journeys that increase sales and loyalty and make use of simple, configurable content templates that engage customers.
Workshop overview »

Who’s the workshop for?
Front office experience leaders and c-suite transformation leads:

  • Learn how to build loyalty and increase service performance with Dynamics 365 for Service, Omni-channel for Service and Power Platform integrations.
  • Connect the dots across multiple touchpoints to create incredible journeys for retail and institutional investors and understand and react to emerging service needs with AI and self-serve solutions.
  • Manage processes and cases from first touch to resolution and gain real time insight on trends and satisfaction.
Workshop overview »

Build, plan and execute transformation strategies with a proven, innovative approach from Microsoft Catalyst – an envisioning and planning program designed to help your organisation prepare for and embrace digital change.

Incremental’s catalyst process for Business Banking

Banking is in a period of evolution because of transforming customer expectations and business models, along with non-traditional players leading to threat and disruption. Other factors include fraud and cybercrime, legacy systems and unprecedented regulatory scrutiny.

In this changing landscape, how do you envision the future state of your organisation? Build your transformation strategy with Microsoft Catalyst, a proven and powerful approach to innovation.

Using the proprietary I.D.E.A framework, developed with McKinsey, Harvard Business School and Microsoft, Incremental’s catalyst experts can help your team and stakeholders develop a mutual understanding of these business objectives and challenges, quantify your project value and bring it to life in a demonstration, proof of concept or pilot. Together we can plan a program of work to deliver the transformation project, with the right technology, at the right time.

Customer Story: Virgin Money

We partnered with our Banking clients to maximise cross-selling opportunities, improve customer engagement tracking, drive strategy and unify their departments. Discover how we worked with Virgin Money to drive real change.

Read the case study »

97%

of Fortune 500 companies have joined the Power Platform’s low-code, no-code revolution

50%

of consumer financial activities switched to digital during Covid-19 pandemic

73%

of customers will consider moving after 1 bad experience

80%

of Financial Services companies are in the Microsoft cloud

86%

of buyers are willing to pay more for a great customer experience

Customer Story: Virgin Money

We are partnered with our banking clients to maximise cross selling opportunities, improve customer engagement tracking, drive strategy and unify their departments. Discover how we worked with Virgin Money to benefit their Regional Managers.

View case study »

"Incremental’s expertise in the Financial Services space, in particular in relation to management functions and regulatory controls, and how that aligned with our vision to slicken up our processes were what really sealed the deal for us."

Chief Information Officer

Get in touch

Incremental Group is committed to helping Financial Services businesses do and achieve more. Our people are experts at helping customers achieve their digital transformation goals.

For more information on any of our resources, or if you are planning a digital transformation project, then please get in touch.