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Microsoft Dynamics 365 for
for Finance

Hire Dynamics Developers » Services » Microsoft Dynamics 365 for Banking and Financial Services

Are you looking for a reliable assistant to work with Dynamics 365 for financial services? We have the solution! We offer an extensive database of MS Dynamics consultants and developers available for flexible employment. So, you can hire an expert on a part-time basis, choose full-time engagement, or build a full-fledged team. Such specialists will possess specific knowledge of the modules you need and will have a background in finance to implement the software successfully. Let’s take a look at how it works to get your hiring process started as soon as possible!

Solving Financial & Banking Business Challenges with Our Solutions

Flexible Dynamics Consultants for Banking and Financial Industry with On-demand Involvement

Flexibility is our priority in partnerships. That’s why we have developed several cooperation models that allow you to hire an expert on a part-time basis or choose a full-time engagement. Plus, you can easily manage your resources, employ additional staff, or downsize your team along the way.

Dedicated Dynamics Consultants with Financial Industry Experience

We understand that each industry has its specifics and challenges. That is why we offer specialists or entire teams with experience in finance. It ensures fast onboarding and will make the implementation of Dynamics 365 for Finance and Operation effective.

Access to specialized Dynamics Talent Pool

When the search for reliable experts becomes too time-consuming and complicated, we come to the rescue. We already have a large database of vetted experts grouped by Microsoft modules and experience. Here we will find the perfect candidate.

Let’s implement Microsoft Dynamics 365 for banking and financial services with our experts to get excellent results!

Microsoft Dynamics 365 Solutions for Financial Institutions

Dynamics 365 for banking and finance is a fully integrated software that combines CRM and ERP solutions. It allows you to cover literally all the processes of your business, from managing customer profiles to budgeting. As a result of combining these systems, you get improved communication between departments, reduced costs, transparent analytics, and the most effective business decisions. Here are some modules that will come in handy:

Dynamics 365 Finance

This module allows you to automate financial reporting, budget management, and forecasting, which are critical processes for banks, investment companies, and insurance institutions. What's more, thanks to support for international standards, the system helps to comply with regulatory requirements in different jurisdictions.

Dynamics 365 Sales

It is an ideal solution to cope with managing relationships with high-value customers and corporate partners. The module automates lead generation, transaction support, and allows you to forecast sales based on analytics. This system will be relevant if you work with B2B financial services.

Dynamics 365 Customer Service

The system improves the quality of service through multichannel support, from online chat to the telephone line. Artificial intelligence helps to quickly resolve standard requests while your advisors can focus on complex cases. It is especially important if you deal with a large customer base.

Dynamics 365 Business Central

This is a versatile ERP solution that allows you to harmonize operational processes. With back-office automation, error reduction, and transparent reporting, Business Central helps you grow steadily and meet regulatory requirements.

Dynamics 365 Customer Insights

This module helps you research your target audience by combining data from different channels. Moreover, intelligent segmentation and predictive analytics allow you to create personalized financial offers and improve customer retention.

Dynamics 365 Marketing

If you’re looking to help promote your company, this is the best solution. It allows you to launch targeted campaigns aimed at different groups of investors, borrowers, or policyholders. Plus, integrated analytics, you track campaign performance, ROI, and conversion rates online and offline.

Core Features of Dynamics 365 For Finance & Banking

Microsoft Dynamics 365 for financial services offers top-of-the-line features and solutions. It covers all budgeting issues of your company, including wealth management, 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. Moreover, 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 come in handy for your financial services:

Budgeting, Forecasting & Planning

Financial planning in Dynamics 365 is built on flexibility and transparency. Thus, you can create and update budgets in real time and use detailed AI analytics to generate accurate forecasts. It allows you to control financial transactions and keep abreast of the company's cash flow.

Customer & Loan Management

The system integrates client portfolios, risk preferences, and investment information into a single platform. Plus, Dynamics 365 simplifies loan processing with tools for loan application, servicing, and syndication.

Accounts Reconciliation

Dynamics automates bank reconciliations and the period-end closing process, significantly reducing the time and effort spent on manual review. Thanks to ready-made templates, you can speed up monthly closing while maintaining full compliance with audit requirements. All actions are transparently recorded in the system, which ensures easy control and reporting.

Credit & Risk Evaluation Tools

The platform provides built-in tools to cope with analyzing customer financial behavior and assess credit risks. You can set credit limits, predict potential threats, and respond to deviations on time. Moreover, the system supports fraud detection to improve financial security.

Regulatory Compliance & Risk Management

Dynamics provides full support for standards such as IFRS, GAAP, SOX, and Basel. All processes are accompanied by audit logs, checkpoints, and access restrictions to ensure reliable risk management. This helps reduce the workload of compliance teams and avoids regulatory violations.

Global Operations Support

The financial system is ideal for financial institutions operating in several countries, as it takes into account local tax and regulatory requirements. You also get support for multi-language, multi-currency, and multi-organizational structure.

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.

Dynamics 365 CRM & ERP Implementation Process for Financial Companies

If you decide to implement Microsoft Dynamics CRM for financial services with us, we will make sure that the process is smooth and efficient. We do our best to fulfill your needs and exceed your expectations. Here's how it works step by step:

Initial Consultation & Requirement Gathering

First of all, we will meet online to conduct a detailed consultation and determine the project goals and scope. While you share your wishes, our experts will prepare a customized advisory so that we can discuss it together and agree on the key points.

Solution Design & Implementation Plan

Based on the information gathered, we create the architecture of the future solution. We will also provide you with an implementation plan that includes the necessary features and integrations.

Platform Configuration & Customization

The most important stage is the configuration of all the details. We will set up all the processes, create custom features, and ensure everything works smoothly.

Data Migration & Audience Segmentation

Our experts will migrate data from your legacy platform. Rest assured that your data will remain intact and secure.

Testing

Once the setup is complete, we perform a comprehensive test of all processes. This allows us to detect errors and fix them before the launch.

Post-Implementation Support

Our cooperation does not end there. We take care of your system and provide reliable support. It includes regular health checks, bug fixes, and system updates.

Why Choose Our Dynamics 365 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 a finance support partner with us:

You Get

deep expertise in Microsoft Dynamics 365 for Finance

cutting-edge technology and new trends applied

industry-specific experience

local support wherever you operate

Microsoft-certified professionals

positive testimonials from our customers

Are you looking to implement MS Dynamics 365 for finance and operations?

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