Accelerate innovation for sustainable growth.

Future-first
financial services

Unleash Innovation & Agility

Respond to market shifts faster with a modern, adaptable platform that streamlines processes and empowers innovation.

Deepen Client Relationships

Gain a 360-degree view of your clients, personalize experiences, and foster stronger, more profitable relationships.

Enhance Regulatory Compliance

Automate workflows, ensure data integrity and meet complex regulatory requirements with confidence.

Empower Data-Driven Decisions

Gain real-time insights from your financial data with robust analytics, driving informed strategies for growth.

Optimize Risk Management

Proactively identify and mitigate risks with advanced analytics and built-in risk management tools.

Improve Operational Efficiency

Streamline back-office processes, automate manual tasks, and free up resources to focus on strategic initiatives.

Dynamics 365 for Financial Services: A Unified Platform for Growth

Microsoft Cloud for Financial Services offers tools to effectively manage data, enabling personalized experiences, employee empowerment, and prevention of financial crime, all while ensuring security, compliance, and interoperability.

In today’s dynamic financial services landscape, success hinges on agility, innovation, and a deep understanding of your clients. Dynamics 365 for Financial Services provides a comprehensive solution that empowers you to achieve all three.

Microsoft Cloud for Financial Services: Streamlined Operations, Enhanced Engagement, and Industry-Specific Data Models

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    Customer and employee experience

    Microsoft Cloud for Financial Services offers a range of tools to enhance both customer and employee experiences, including a unified customer profile for retail banking and wealth management, streamlined customer onboarding, loan collaboration management, and banking customer engagement.

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    Financial crime protection

    Protect your financial organization and customers with Microsoft Cloud for Financial Services. Our advanced security measures include account and purchase protection, using adaptive AI to prevent fraudulent access and increase revenue.

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    Compliance, privacy, and security

    Microsoft Cloud for Financial Services ensures compliance, privacy, and security with our comprehensive Compliance Program for Microsoft Cloud, which includes regulatory compliance assessments. Rest assured that your financial organization is protected with our advanced security measures and commitment to privacy.

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    Industry data model

    Break down data silos and accelerate insights with Microsoft Cloud for Financial Services. Our industry-specific data models include retail banking, small and medium-sized business banking, wealth management, and property and casualty insurance, with common semantics to meet evolving customer needs and support multiple banking models, policies, claims, financial holdings, and investment instruments.

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    Streamlined Customer Engagement

    With Microsoft Cloud for Financial Services, you’ll have a unified 360-degree view of customer data, allowing you to streamline engagement and improve the customer experience. Self-service mobile tools enable you to quickly onboard customers, while financial summaries put key information at your fingertips, driving engagement and strengthening relationships.

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    Advanced Workflow Automation

    Automate your workflows and orchestrate processes with ease using Microsoft Cloud for Financial Services. Our platform offers advanced workflow automation and intelligent tools to help you streamline operations, reduce errors, and increase efficiency. From data entry to reporting, our tools can help you optimize your processes and get more done in less time.

Dynamics 365 for Financial Services: Features and Capabilities

In today’s dynamic financial services landscape, success hinges on agility, innovation, and a deep understanding of your clients.
 Dynamics 365 for Financial Services provides a comprehensive solution that empowers you to achieve all three.

  • Unify Your Operations:
    • Break Down Silos: Consolidate data from disparate systems into a single, unified platform, creating a seamless user experience across departments.
    • Streamline Processes: Automate manual tasks and workflows, freeing up resources to focus on value-added activities.
    • Enhanced Collaboration: Foster better collaboration between teams with real-time data access and communication tools.

  • Deepen Client Relationships:
    • 360-Degree Client View: Gain a holistic view of your clients, including account history, interactions, and financial information.
    • Personalized Experiences: Deliver personalized financial products, services, and marketing campaigns based on individual client needs.
    • Enhanced Customer Service: Resolve client inquiries faster and more efficiently with access to centralized client data and communication tools.

  • Drive Growth and Innovation:
    • Data-Driven Decisions: Leverage robust analytics to gain real-time insights into your financial performance and identify new growth opportunities.
    • Improved Risk Management: Proactively identify and mitigate risks with advanced analytics and built-in risk management tools.
    • Empower Innovation: Embrace innovation with a flexible platform that adapts to your evolving needs and fosters a culture of creativity.

  • Dynamics 365 Integration Advantage:
    • Dynamics 365 ERP: Seamlessly integrate Dynamics 365 for Financial Services with Dynamics 365 ERP to gain a unified view of your entire financial operations, from back-office accounting to risk management.
    • Dynamics 365 CRM: Strengthen client relationships by integrating Dynamics 365 for Financial Services with Dynamics 365 CRM. Create a unified client experience across sales, marketing, and service functions.

Benefits of Dynamics 365 for Financial Services

  • Increased Efficiency

    Streamline operations and automate workflows to free up resources and reduce costs.

  • Enhanced Client Relationships

    Deliver exceptional customer service and build stronger, more profitable client relationships.

  • Improved Risk Management

    Proactively mitigate risks and ensure compliance with regulatory requirements.

  • Data-Driven Decisions

    Gain actionable insights from your data to make informed business decisions.

  • Increased Agility

    Adapt quickly to market changes and capitalize on new opportunities.

Reduce cost and risk, modernize core systems, and delight customers and employees to achieve differentiation and spur sustainable growth. Let’s get started!

Dynamics 365 for Financial Services: Features and Capabilities

Unify and streamline your financial services operations with a comprehensive suite of
features designed to empower efficiency, enhance client relationships, and drive growth.

  • Financial and Procurement Management:

    • E-Procurement: Streamline the entire procurement process, from sourcing and requisitioning to vendor management and approval workflows.
    • Procure-to-Pay: Automate the entire purchase-to-payment cycle, reducing errors and improving financial control.
    • Accounts Payable: Simplify invoice processing, automate payments, and gain real-time insights into your payables.
    • Inventory Management: Optimize inventory levels, reduce carrying costs, and ensure product availability to meet client needs.
    • Fixed Asset Management: Track and manage your fixed assets efficiently, ensuring depreciation calculations are accurate and compliant.
    • Budget Management: Create and manage budgets effectively, track spending variances, and gain insights into financial performance.

  • Human Capital Management:

    • Human Resources: Manage your workforce efficiently with features for recruitment, onboarding, performance management, and compensation & benefits.
    • Payroll: Automate payroll processing, ensure accurate calculations and deductions and offer self-service options for employees.
    • Employee Self-Services: Empower your employees with self-service tools for managing benefits, leave requests, and accessing paystubs.

  • Customer Relationship Management:

    • Customer Relationship Management (CRM): Build stronger client relationships with tools for managing leads, opportunities, and client interactions.
    • 360-Degree Client View: Gain a holistic view of your clients, including account history, interactions, and financial information.
    • Personalized Experiences: Deliver personalized financial products, services, and marketing campaigns based on individual client needs.

  • Additional Capabilities:

    • Robust Analytics & Reporting: Gain real-time insights from your financial data with powerful reporting and analytics tools.
    • Enhanced Security & Compliance: Ensure data security and regulatory compliance with advanced security features and built-in workflows.
    • Seamless Integration: Integrate Dynamics 365 for Financial Services with other Microsoft solutions like Dynamics 365 ERP and CRM for a unified business ecosystem.

Benefits of Dynamics 365 for Financial Services

  • Increased Efficiency

    Streamline operations and automate workflows to free up resources and reduce costs.

  • Enhanced Client Relationships

    Deliver exceptional customer service and build stronger, more profitable client relationships.

  • Improved Risk Management

    Proactively mitigate risks and ensure compliance with regulatory requirements.

  • Data-Driven Decisions

    Make informed business decisions based on real-time insights from your financial data.

  • Reduced Costs

    Eliminate manual errors, streamline processes, and optimize resource allocation.

Reduce cost and risk, modernize core systems, and delight customers and employees to achieve differentiation and spur sustainable growth. Let’s get started!

Streamline Your Financial Operations

Unlock the full potential of your financial institution with Dynamics 365 for Financial Services. Start your journey towards enhanced efficiency, deeper client relationships, and innovative growth.

Transform your financial services with a comprehensive, unified platform. Discover how Dynamics 365 can drive growth, enhance customer engagement, and ensure compliance.

Download Our Implementation Guide

MICROSOFT PARTNERS KENYA

How can we help you specifically?

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    Exec Leaders & Business Owners

    Centralize operations with a modern ERP system. Enhance cybersecurity and maximize the value of your technology stack with a cloud-based ERP that supports end-to-end business processes.

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    Department and Functional Area Leaders

    Gain visibility & insights into every aspect of the business. Automate repetitive tasks & workflows to save time & refocus on core operations to achieve operational excellence. Say goodbye to mundane routines with a wide range of one-touch reporting at your fingertips.

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    Technical Managers             and Users

    Dynamics 365 streamlines operations & improves user adoption with its seamless integration. It allows you to focus on transformative strategies & saves you costs. The cloud-based solution provides value & frees up the budget for scaling.

Helping financial service providers succeed. Let’s get started!

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