Dynamics 365 - Financial Services
Dynamics 365 Financial Services
Gain a tailored solution that works for your insurance company, mortgage brokerage, financial institution and credit union.
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 eBook yet? Learn to drive sales using Microsoft Dynamics CRM
Digital Transformation & What it means for your Business? eBook
Download your free eBook today, and gain valuable knowledge on how to rediscover customer engagement, optimize operations and support data-driven decisions in ways you may not have considered yet.