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- Services
- ConsultantsMODULESLegacy Support
- Industries
- Locations
WESTERN & NORTHERN EUROPE
EASTERN & CENTRAL EUROPE
- Our Company About Us
Learn more about our HireDynamicsDevelopers portal and the team behind it.
Case StudiesRead successful stories from our clients across various industries.
ServicesFind the right service according to your specific business needs.
Are you looking for a reliable assistant to work with Dynamics 365 for financial services? We have the solution! We offer an extensive database of MS Dynamics consultants and developers available for flexible employment. So, you can hire an expert on a part-time basis, choose full-time engagement, or build a full-fledged team. Such specialists will possess specific knowledge of the modules you need and will have a background in finance to implement the software successfully. Let’s take a look at how it works to get your hiring process started as soon as possible!
Improvements You Get with Our MS Dynamics for Financial Industry Consulting Services
Working with Dynamics consultants for the financial and banking industry is aimed at improving your company’s work processes. Specialists don’t just implement the system: they adapt it to your processes and create custom tools to handle your tasks. Here are some key improvements you get:
Reduce Operating Costs
By automating financial transactions, you reduce the need for manual work and minimize the likelihood of errors. This means lower costs for correcting inaccuracies, faster customer service, and optimized resources.
Increased Revenue & Performance
Properly configured Dynamics tools allow you to work faster and more efficiently. This means you can complete more tasks in the same amount of time, increase your business's throughput, and lay the foundation for revenue growth.
Improved Control & Regulatory Compliance
The system provides transparency for all processes, from transaction tracking to compliance with international financial standards. This reduces the risk of penalties and increases customer and investor loyalty.
Dynamics Services We Offer for Banking and Finance Companies
We select consultants with a wide range of skills who have experience working with Microsoft Dynamics 365 in the financial and banking sectors. Our specialists help you build development strategies with D365, implement new modules, and integrate them with your software. At the same time, our specialists do not limit themselves to standard solutions, but offer an individual approach that considers the specifics of your business. Here is an overview of the services you can request:
Consulting
Experts analyze your settings and systems and determine the best scenarios for using Dynamics. This gives you a clear implementation roadmap that considers the needs of the banking and financial industry.
Implementation and Configuration
Specialists implement Dynamics 365 with your daily tasks in mind and customize the system for specific business processes. As a result, you will be working with a convenient system from day one.
Custom Development
When standard features are not enough, the team creates unique modules and tools for your tasks. This allows you to cover specific challenges and get the most out of Dynamics.
Dynamics Optimization for the Finance Industry
Experts adapt the system to the requirements of the financial and banking market. This applies to both regulatory compliance and risk management optimization. Thus, your system will work in line with industry and local regulations.
Integration
Our specialists connect Dynamics 365 with other corporate systems, such as CRM, ERP, payment services, or analytical platforms. This creates a single space for fast and secure work with materials and clients.
Training and Support
Our specialists conduct training for your teams and provide reliable technical support. This helps employees work confidently with the system and reduces the time spent on resolving technical issues.
Hire Dynamics Consultants with Finance and Investment Sector Experience for All Modules
Dynamics 365 for banking and finance is a fully integrated software that combines CRM and ERP solutions. It allows you to cover literally all the processes of your business, from managing customer profiles to budgeting. Dynamics consultants on your side may combine these systems to provide you with improved communication between departments, reduced costs, transparent analytics, and the most effective business decisions. Hire experts for the following modules:
This module allows you to automate financial reporting, budget management, and forecasting, which are critical processes for banks, investment companies, and insurance institutions. What's more, thanks to support for international standards, the system helps to comply with regulatory requirements in different jurisdictions.
It is an ideal solution to cope with managing relationships with high-value customers and corporate partners. The module automates lead generation, transaction support, and allows you to forecast sales based on analytics. This system will be relevant if you work with B2B financial services.
The system improves the quality of service through multichannel support, from online chat to the telephone line. Artificial intelligence helps to quickly resolve standard requests while your advisors can focus on complex cases. It is especially important if you deal with a large customer base.
This is a versatile ERP solution that allows you to harmonize operational processes. With back-office automation, error reduction, and transparent reporting, Business Central helps you grow steadily and meet regulatory requirements.
This module helps you research your target audience by combining data from different channels. Moreover, intelligent segmentation and predictive analytics allow you to create personalized financial offers and improve customer retention.
If you’re looking to help promote your company, this is the best solution. It allows you to launch targeted campaigns aimed at different groups of investors, borrowers, or policyholders. Plus, integrated analytics, you track campaign performance, ROI, and conversion rates online and offline.
Let’s implement Microsoft Dynamics 365 for banking and financial services with our experts to get excellent results!
Dynamics Features Consultants Implement for Financial Institutions
Microsoft Dynamics 365 for financial services offers top-of-the-line features and solutions. It covers all budgeting issues of your company, including wealth management, forecasting and processing customer payments, and analyzing your company’s budget. As a result of system customization, you get a deep understanding of your company’s situation and build development strategies based on reliable data. Moreover, you don’t have to limit yourself to just one module: instead, experts integrate multiple solutions to customize all aspects of your company. Here are a few features experts implement for your financial services:
Budgeting, Forecasting & Planning
Financial planning in Dynamics 365 is built on flexibility and transparency. Thus, you can create and update budgets in real time and use detailed AI analytics to generate accurate forecasts. It allows you to control financial transactions and keep abreast of the company's cash flow.
Customer & Loan Management
The system integrates client portfolios, risk preferences, and investment information into a single platform. Plus, Dynamics 365 simplifies loan processing with tools for loan application, servicing, and syndication.
Accounts Reconciliation
Dynamics automates bank reconciliations and the period-end closing process, significantly reducing the time and effort spent on manual review. Thanks to ready-made templates, you can speed up monthly closing while maintaining full compliance with audit requirements. All actions are transparently recorded in the system, which ensures easy control and reporting.
Credit & Risk Evaluation Tools
The platform provides built-in tools to cope with analyzing customer financial behavior and assess credit risks. You can set credit limits, predict potential threats, and respond to deviations on time. Moreover, the system supports fraud detection to improve financial security.
Regulatory Compliance & Risk Management
Dynamics provides full support for standards such as IFRS, GAAP, SOX, and Basel. All processes are accompanied by audit logs, checkpoints, and access restrictions to ensure reliable risk management. This helps reduce the workload of compliance teams and avoids regulatory violations.
Global Operations Support
The financial system is ideal for financial institutions operating in several countries, as it takes into account local tax and regulatory requirements. You also get support for multi-language, multi-currency, and multi-organizational structure.
Types of Financial Companies We Help with Dynamics Implementation
Our consultants work with a wide range of organizations within the financial services ecosystem. They understand the unique challenges of each business model and tailor Microsoft Dynamics 365 to meet their specific needs:
Commercial Banks
Retail Banks
Investment Banks
Credit Unions
Microfinance Institutions
Insurance & Reinsurance Companies
Wealth & Asset Management Firms
Payment Processing Companies
Fintech Startups
Mortgage & Lending Providers
Capital Markets Firms
Our Successful Case Study
- USA
- Financial Services
- Part-time (30-40 hrs/week)
- 3 Full-Stack Developers 1 Full-Stack Team Lead 1 Technical Interviewing Expert
- Dynamics 365 Finance and Operations
Our client is a successful US-based financial company that offers life insurance products, retirement savings programs, and unique benefits for members of all ages. It was founded as a non-profit organization to provide its members with security and social engagement. Due to the expansion, the company needed to streamline its workflows with a powerful system that would collect all the necessary information. That’s why the team turned to us.
After clarifying all the contract and software issues, we assembled a team to implement Dynamics Finance and Operations. The client also decided to use our technical interviewing services to help build a skilled and experienced team. We filled the technical interviewer position quickly and then found a Team Lead and 3 Microsoft Dynamics Developers.
The experts quickly agreed on the client’s vision and customized the module. It resulted in a significant increase in the client’s revenue and allowed them to direct investments and efforts to strategic tasks.
Benefits of Working with Our Dynamics Consultants for Banking, Finance & Insurance
Flexible Dynamics Consultants
Flexibility is our priority in partnerships. That’s why we have developed several cooperation models that allow you to hire an expert on a part-time basis or choose a full-time engagement. Plus, you can easily manage your resources, employ additional staff, or downsize your team along the way.
Financial Industry Experience
We understand that each industry has its specifics and challenges. That is why we offer specialists or entire teams with experience in finance. It ensures fast onboarding and will make the implementation of Dynamics 365 for Finance and Operations effective.
Specialized Dynamics Talent Pool
When the search for reliable experts becomes too time-consuming and complicated, we come to the rescue. We already have a large database of vetted experts grouped by Microsoft modules and experience. Here we will find the perfect candidate.
Types of Cooperation Models with HireDynamicsDevelopers in the Financial Industry
We work flexibly to meet the needs of each customer. Here is an overview of our models:
Dedicated MS Dynamics Developers
You can hire Dynamics developers with expertise in banking and financial services. They can join your company full-time or as a dedicated team fully focused on your project goals. While you manage the technical side, we handle recruitment, HR, and administrative tasks.
Part-time MS Dynamics Consultants
We also provide experienced Dynamics consultants for financial and banking companies on a part-time or hourly basis. This model allows you to scale the level of involvement as your project evolves. As a result, you receive a cost-effective and reliable solution without long-term commitments.
Dynamics CRM & ERP Implementation Process for Banking Institutions
If you decide to implement Microsoft Dynamics CRM for financial services with us, we will make sure that the process is smooth and efficient. We do our best to fulfill your needs and exceed your expectations. Here's how it works step by step:
Initial Consultation & Requirement Gathering
First of all, we will meet online to conduct a detailed consultation and determine the project goals and scope. While you share your wishes, our experts will prepare a customized advisory so that we can discuss it together and agree on the key points.
Solution Design & Implementation Plan
Based on the information gathered, experts create the architecture of the future solution. We will also provide you with an implementation plan that includes the necessary features and integrations.
Platform Configuration & Customization
The most important stage is the configuration of all the details. Consultants will set up all the processes, create custom features, and ensure everything works smoothly.
Data Migration
Our experts will migrate data from your legacy platform. Rest assured that your data will remain intact and secure.
Testing
Once the setup is complete, the team will perform a comprehensive test of all processes. This allows to detect errors and fix them before the launch.
Post-Implementation Support
Our cooperation does not end there. Consultants take care of your system and provide reliable support. It includes regular health checks, bug fixes, and system updates.
Are you looking to implement MS Dynamics 365 for finance and operations?
Contact us to request our services.
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