Dynamics 365 - Financial Services

Financial Services Powered by Microsoft Dynamics 365

Financial Services Blueprint can help companies build customer loyalty by
providing a unified financial management platform. Built specifically for
insurance companies, mortgage brokers, financial institutions and credit
unions, the solution is designed to meet the everyday changing needs of
the financial space.

Woman examining banknote, man counting coins vector illustration. Auditor, financial planning, accounting. Banking concept. Design for website templates, posters, banners

Unify and Automate Financial Processes

Reduce Operational Expenses

Gain a 360-degree view of customer data

We have a history of successfully implementing Microsoft Dynamics 365. As a result, we continue to tailor functional CRM systems for financial services across the globe.

In addition to basic implementation, our services have included multi-point data mapping, aggregating data, implementing custom workflows, reporting, dashboards and much more. Our clients work in investment management, credit unions, insurance and banking. While our solutions may differ from client to client, our main focus is to configure a functional system that works for you.



Dynamics 365 for Financial Services

Tailored Workflows

Identify and create workflows to manage business activities automatically in Microsoft Dynamics 365

Management Visibility

Create and manage reports based on multiple data sources in a single location

Remote Worker Access

Get on-the-go access for mobile agents or field workers and get up-to-date data anywhere your employees are

Single Customer View

360-degree view of clients provides you with understanding of customer experience.

Operate Remotely

Co-ordinate your team remotely and work on any device

System Unification

Unify all departments into one confidentially segregated system

Schedule a Demo

We have extensive experience with integrating financial systems. Our customers rave about their newfound view of their customers. For more information please visit our website or contact us at experts@crmdynamics.com

Have you downloaded our Financial Services Feature Sheet yet?