Heavy Regulation
Keeping up with ever changing regulations can be challenging!
Customer Retention
The financial services industry is highly competitive so keeping the customers you've already won is paramount.
FinTech Rapid Iteration
The financial service industry is regularly disrupted by companies that are parting ways with traditional products and services.
Secure Data Management
Managing vast amounts of data securely and using it to gain insights is a significant challenge.
Dynamics 365 Sales
D365 for Sales helps attract prospective customers by personalizing interactions and automating the sales process. Built-in dashboards help monitor sales funnels and key performance indicators (KPIs).
Dynamics 365 Customer Service
Tracks customer interactions and feedback to tailor services to individual needs. Streamlines customer service processes to resolve issues quickly. Provides best-in-class maintenance and support plans for quick issue resolution.
Dynamics 365 Customer Insights
Combines customer data to deliver personalized, connected customer journeys across sales, marketing, and service. Uses client data to create personalized, situation-based offers and intelligent customer service experiences. Uses AI to segment customers and create tailored marketing campaigns.
Power Apps
Enhance CRM capabilities by building apps that provide deeper customer insights and automate customer relationship tasks. Create apps that assess and manage various financial risks, including credit risk, market risk, and operational risk. Ensure compliance with industry regulations by creating apps that monitor regulatory requirements and automate compliance reporting.
Power Pages
Create secure customer portals where clients can access their accounts, view statements, and perform transactions. Build investor relations websites that provide shareholders and potential investors with up-to-date financial reports, stock performance, and company announcements. Develop portals where customers can manage their payments and billing information, view invoices, and make payments online.
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Power BI
Provides valuable insights from data, enabling fast, informed decisions. Creates dashboards to translate complex financial data into clear visual representations. Streamlines these processes for efficiency and accuracy. Offers insights into costs and profitability for informed resource allocation.
Copilot for Sales
Analyzes sales data to predict future trends and adjust strategies. Automates data entry, tracks customer interactions, and generates personalized communication. Automates sales report generation for real-time insights. Aids in creating, reviewing, and managing sales proposals and contracts. Automates scheduling of sales meetings considering client availability and targets.
Copilot Studio
Automates financial statement generation and budget comparison. Accelerates regulatory communication and organizes compliance documents securely. Creates investment strategy presentations and real-time dashboards for market trend analysis. Automates scheduling client meetings and coordinating communications.
Copilot for Service
Analyzes vast amounts of financial data for comprehensive insights. Improves client portfolio personalization and gathers financial research. Revises policy documents for regulatory changes and organizes compliance documents. Compiles performance metrics, saving extensive manual work.