Accelerate innovation for sustainable growth.

financial services

Microsoft Cloud for Financial Services,
implemented by Software Dynamics

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.

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.

Helping financial service providers succeed

  • Banking and Capital Markets 

    Improve your business outcomes by leveraging proactive insights and automation to enhance customer experiences and empower employee productivity.

  • Wealth management

    Leverage a 360-degree view of the critical client and investment data, maximize client value with intelligent applications, deliver a digital, holistic client experience, source and track new clients to increase AUM, and build a powerful collaboration tool for your team.

  • Insurance

    Accelerate your business results by enabling your employees to automate processes and anticipate policy holder needs through data-driven insights.

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

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!

Secure and Compliant Financial Data

Dynamics 365 Finance provides secure and compliant financial data management. With out-of-the-box industry-leading security features, you can be confident that your financial data is secure from unauthorized access and data breaches.

With automated regulatory compliance, you and your stakeholders can be confident in the accuracy and reliability of your financial information.