Microsoft Dynamics 365
for Financial Services

The big-business, big-data solution to service delivery

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Grow your bottom line with data-rich insights

Financial services transactions are too large and complex to relegate to the multiple and outdated technologies currently operating in the sector. When it comes to customer service delivery, data management, human resources and intelligent top-level decision-making, Microsoft Dynamics 365 for Financial Services provides financial services providers with unparalleled digital tools to fuel bottom-line growth and meet the increasingly high demands customers have for quality. Enjoy seamless integration and insights across business departments and datasets with Microsoft Dynamics 365 for Financial Services!

“Getting the organization to a point where it was capable of understanding its customers better, having a true single customer view, one version of the truth in terms of data and data analytics has been a key success for us.”

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Darren Halliwell

Darren Halliwell
Chief Technology Officer

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Retain market relevance. Become a truly digital business

The use of intelligent financial services technology is a sure-fire way to protect your organization’s market relevance and develop brand renown. With an acute focus on efficiency and client engagement, Microsoft Dynamics 365 is a financial services CRM solution that brings the latest innovations in Artificial Intelligence, self-service and automation to a sector where time, efficiency and the quality of customer experience are fundamental to competitiveness. Mobile, scalable, secure, Dynamics 365 for Financial Services covers all aspects of your business: from case resolution through to reporting and planning.

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Enjoy the benefits of integrated digital commerce

Dynamics 365 for Financial Services delivers institutive, real-time management of multiple aspects of the value chain: from customer engagement, sales and marketing, through to planning and reporting. Microsoft’s powerful financial services technologies meet the needs of businesses across the wealth and asset management, insurance and banking sector, where precision, professionalism and bold decision-making are key differentiators.

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Customers expect access to information in real-time and on their own terms. Dynamics 365 for Financial Services pools customer data into a single, secure database which feeds other aspects of the Dynamics 365 ecosystem like self-service portals, which allow instant and intelligent interaction between the business and the customer. Meanwhile, automation and AI feature work to ensure data is accessed, analyzed and presented rapidly and precisely, reducing manual tasks so that agents can focus more time and energy on priority interactions.
As an integral financial services software, Microsoft Dynamics 365 allows sales teams to design and drive targeted offers based a 360-view of the customer: their portfolio, behaviors, engagement, risk tolerance and needs. Dynamics 365 enriches your sale pipeline with relevant, data-rich insights for improved visibility and planning.
Financial services solutions like Dynamics 365 offer more than just efficiency and improvements in your daily operations – they also serve as a motor for growth and competitiveness. As an increasingly dominant business model, CRM technologies for financial services firms collate complex data, highlighting upsell and cross-sell opportunities; underscoring underperforming areas across service delivery, sales and marketing; and encouraging smarter investments and cost-cutting initiatives.

Spotlight: Customer Engagement

Dynamics 365 is Microsoft’s Customer Relationship Management (CRM) technology. It consists of a comprehensive set of systems and strategies for financial services businesses seeking greater control over their daily activities, as well as broader insight into their engagement with customers, clients, partners and providers. With tools to streamline and automate fundamental aspects of your operations, Dynamics 365 fuels excellence in Sales, Marketing, Customer Service and Field Service, allowing you to focus on high-value interactions and projects while relegating other tasks to automation and Artificial Intelligence.

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Did you know?

*Gartner, ‘Predicts 2019: CRM Customer Service and Support’, December 13, 2018

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What’s life like on the Cloud?

Microsoft Dynamics 365 is a gateway for Financial Services companies to access Cloud-based technologies for the effective management of accounts, human resources and datasets. With Microsoft Azure (Microsoft’s Cloud system) and Office 365, power of Dynamics 365 reaches new heights, offering users independence, storage, scalability and availability.

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