Project of

Microsoft Dynamics 365
for Financial Industry

Very often, old software significantly hinders the development of your company. Slow workflows, lack of reliable analytical data, and long routine tasks are the main companions of working with legacy programs. This is the right time to discover Dynamics 365 for the Financial Industry. The fact is that the new Dynamics CRM and ERP will give the business a new round of development. This includes improved department communication, reduced costs, transparent analytics, and more effective business solutions.

What system should you choose for a real breakthrough for the financial sector? Meet the Dynamics 365 Finance module! This is a Dynamics ERP that covers all budgeting issues of your company. It provides cash and tax management tools, forecasting and processing customer payments, and analyzing your company’s budget. As a result of working with the system, you get a deep understanding of your company’s situation and build development strategies based on reliable data. Let’s look at all the features to unlock the full power of Microsoft Dynamics 365 for the Financial Industry!

Improvements You Get with MS Dynamics for Financial Industry

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.

Try Dynamics 365 for Financial services to improve your industry with top features!

Boost Financial Operations with Dynamics 365 Financial Implementation

Dynamics 365 for the Financial industry offers a huge range of cool features and solutions. So, you don’t have to limit yourself to just one module: instead, integrate multiple solutions to customize all aspects of your company. Here are a few features that will definitely come in handy for financial companies:

Capital Market Operations

The software provides tools for trade processing, position management, and risk calculation. It supports a wide range of securities and derivatives that allow you to manage transactions from the moment of conclusion to settlement.

Asset and Liability Coordination

This feature focuses on matching assets and liabilities to manage interest rate risk and liquidity planning. Thus, D365 helps to forecast future payments and receivables under various scenarios. It helps to maintain sufficient liquidity and a stable financial structure and reduce financial vulnerability.

Consulting Services for Clients

The system integrates client portfolios, risk preferences, and investment information into a single platform, enabling advisors to develop customized investment strategies and increase customer satisfaction.

Banking Operations Optimization

This tool optimizes banking operations, simplifies reconciliation processes, ensures accurate transaction management, and improves cash flow and liquidity forecasting. Thus, you get reliable support for managing numerous banking relationships and transactions.

Processing and Administration of Loans

Dynamics 365 simplifies loan processing with tools for loan application, servicing, and syndication. Plus, you have automated interest calculations and payment schedules.

Investment Portfolio Strategies

Designed for investment firms, this feature supports the detailed development of portfolio strategies, transaction management, and performance measurement. It allows advisors and clients to access investment data in real-time and with maximum accuracy.

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.

Our Successful Case Study

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.

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:

Dynamics 365 Finance

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.

Dynamics 365 Sales

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.

Dynamics 365 Customer Service

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.

Dynamics 365 Business Central

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.

Dynamics 365 Customer Insights

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.

Dynamics 365 Marketing

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.

Services Provided by Our Consultants and Developers

Dynamics developers have a wide range of skills and experience that help to customize software for financial businesses. Thus, you can request both an initial consultation and full implementation of the module into your workflows. Here is a brief overview of the services you get when you hire Microsoft Dynamics Financial expert:

Dynamics 365 Financial Implementation

Our experts perform full software implementation. It involves preparing the environment, setting up all the tools, and adapting the system to your company's needs.

Dynamics 365 Financial Consulting

Cooperation with Dynamics consultants allows you to get reliable assistance in using the system, developing new features, and even training your staff. You can order one-time or regular sessions depending on your needs and scope of tasks.

Dynamics 365 Financial Customization

We provide full customization of the system to adapt it to the work of your team. It includes customizing the appearance and functionality of the panels, setting up roles, and preparing the module for your tasks.

Why Choose Our Services?

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.

Hire Microsoft Dynamics Financial consultants with the most favorable conditions!

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Microsoft Dynamics 365
for Financial Industry