Financial Services

Microsoft’s powerful technologies for the financial sector meet the needs of businesses across the asset management, insurance and banking sectors, where precision, professionalism and smart decision-making are key differentiators. Microsoft Dynamics 365 and Microsoft Power Platform have the tools to meet the needs of every player in the vast and complex financial services industry. Integration is simple and flexible. Microsoft Dynamics 365 is the solution for the financial industry that offers more than just efficiency and improvements in daily operations – it also serves as an engine for growth and competitiveness.

Enjoy simple integration and insight across company departments and datasets with Microsoft Dynamics 365. Microsoft Dynamics 365 and Microsoft Power Platform combines customer data into a single, secure database that feeds other parts of the Dynamics 365 ecosystem such as self-service portals, enabling instant and intelligent interaction between the business and the customer. With a relevant focus on efficiency and customer engagement, Microsoft Dynamics 365 is a CRM solution for the financial industry that brings the latest innovations in artificial intelligence, self-service and automation to an industry where time, efficiency and quality of customer experience are critical to competitiveness.

Microsoft Dynamics 365 supports all aspects of the frontline of any business: customer service. Many new players in the financial market have developed their businesses around a customer-centric approach. These companies are characterised by a high degree of flexibility and digitalization that enables them to adjust their business extremely efficiently according to market trends and the needs of the customer. Legacy companies within the financial sector need to focus on multi-channel customer service and customer experience, transparency, personalisation and identification to keep up with the new players in the market. Customer service, customer experience and personalisation are keywords in today’s financial world. Microsoft Dynamics 365 allows users to personalize products and services to provide optimum customer service in every facet of their business.

Microsoft Dynamics 365 is a shortcut for companies within the financial sector that have access to Cloud-based technologies for efficient management of accounts, human resources and datasets. With Microsoft Azure (Microsoft’s Cloud infrastructure and services) and Office 365, the power of Dynamics 365 reaches new heights, giving users independence, storage, scalability and availability.