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Microsoft Dynamics 365 for
the Financial Industry

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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!

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

Boost Financial Operations with Dynamics 365 Finance 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.

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.

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 Finance 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 Finance 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 Finance 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?

We have many years of experience in hiring specialists. During this time, we have earned an excellent reputation and gained invaluable expertise to meet your needs. Here are some of the reasons why clients choose to hire Microsoft Dynamics Financial specialist with us:

That's why clients trust us:

We offer flexible consulting services with which you can deploy your resources even after the project is launched.
We have an extensive candidate database, so we guarantee fast searches.
Our experts have high technical skills and will help you conduct technical interviews.
Hiring with us is reasonable: we hire in different locations, so we offer affordable prices.
Our experts are highly motivated, reliable, and qualified.

Hire Microsoft Dynamics Financial consultants with the most favorable conditions!

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