Intelligent insights, process automation, enhanced, connected customer experiences, optimized operations and improved business outcomes for insurance sector, banking & capital markets - with Microsoft Dynamics 365.
Dynamics 365 suite of smart business tools and applications are a boon for a variety of sectors and industries. This includes the financial services and institutions, which can surely do with a host of benefits that come with automation, AI enablement, digital process optimization, data unification and cloud computing. And, these are just a few of the perks! Many banks and financial institutions, already using MS D365, vouch for these brilliant solutions, which empower, enable, simplify and quicken many of their routine and specialized functions. With its tweak-as-you-go and pay-as-you-go capabilities, you can choose and customize only what you need and use – which is where a D365 consulting partner like atQor comes to the aid.
atQor is a trusted Microsoft Solutions Partner, working globally with organizations of various sizes and scale. Having worked with a variety of clients in the financial services arena, assisting them plan, integrate and deploy Microsoft D365 services, atQor brings on board technical expertise, in-depth understanding of how D365 works for fin-services and vast relevant experience. Aimed at customer delight, empowering personnel and connecting operations, Dynamics 365 for Financial Services can extend to various areas of your institution, helping you create a unified system that thrives. Reach your Dynamics 365 Consultant today to understand how this would work for your financial business.
Key Benefits of Dynamics 365 for Financial Services
Scalability
Enhanced Customer Engagement
Advanced Analytics & Reporting
Easy Integration with other Microsoft solutions
Self Service Tools for Employees
Increased Productivity & Collaboration
Automation of Manual Tasks with Robotic Process Automation
Enhanced Customer Service
Optimized, Efficient Operations
Better Security & Risk Management
What can we do with D365 for Financial Services?
The Cloud-based solution integrates various aspects of a business, bringing a seamless connect among various operational and business areas. For financial institutions, these are key functions – and thus, with D365, they sure can create a winning package for their business, employees as well as customers. Some of the key activities, which can be done using D365 suite include:
Basic Functions
like accounting, overall financial management, regulatory tasks etc. The mundane activities can be automated through smart workflows, while many other processes can be enhanced.
Financial Management
D365 offers complete end-to-end solutions for planning, organizing, directing & controlling financial activities. It also offers ERP capabilities, along with HR components like Payroll management etc.
Customer Relationship Management (with CRM)
Serve your clients better by creating collaborative relationships and delightful experiences, as you curate seamlessly unified journeys for them with D365 tools & workflows.
Sales & Marketing
Right from acquiring customers to nurturing leads and clients to tailoring marketing endeavors, Dynamics 365 can enable, automate and tie together marketing & sales efforts in multiple ways.
Credit Management, Claims Management, Underwriting & Policy Management
And numerous other specific operations can be carried out, with continual communication and reporting at every step with AI-backed assistants, portals and automation tools.
Financial Reporting & Analytics
like Investment analysis with Investment Management module. Unify data, get intelligent insights in near real time, use AI/ML to collate & analyze data to make smarter decisions.
Different Modules of Dynamics 365 for Financial Services
Dynamics 365 can offer a variety of uses for the institutions working in the financial sector. There are a variety of modules available for different kinds of financial institutions, including
