Future Proofing Your Organisation

Does your organisation face challenges like fragmented customer data across channels, inefficient processes, or have difficulty personalising cross-selling efforts without connected information?

By unifying data, optimising workflows, and providing insights, Dynamics 365 will help you increase client engagement.

With decades of financial services industry experience and deep Dynamics expertise, we will use the flexibility of the Microsoft platform to deliver customised solutions that align with your priorities.

We can help you consolidate systems, transform processes, unlock insights, and deliver standout experiences – strengthening client loyalty and empowering your growth ambitions.

Female businesswoman in London Docklands using Dynamics 365 for Financial Services on a tablet device.

Benefits of Dynamics 365 for Financial Services

Gain a 360-degree client view by unifying your data across channels and systems into centralised customer profiles, available with embedded AI insights.

Grow client relationships with improved cross-selling and upselling opportunities uncovered using embedded intelligence and integrated marketing automation.

Enhanced personalisation of communications by using CRM data to inform messages and tailor client experiences across touchpoints.

Increase operational efficiency with streamlined workflows and portals to handle repeatable processes such as client onboarding, applications, enquiries and leads.

Drive innovation with client insights, harnessing AI-powered aggregated Dynamics 365 data analytics to guide client-centric decisions.

Ensure compliance with regulations including GDPR and MiFID II, and your data retention policies with robust security features and the secure Microsoft Cloud.

Customer Success Stories

Tellimer: Streamlining research distribution

We helped Tellimer gain an edge on MiFID II compliance and provide its subscribers with secure and personalised access to emerging market insights through a tailored Dynamics 365 integrated portal.

“As an organisation that already uses Dynamics 365, deploying a CRM portal made perfect sense. The transition and go live was a smooth process – ServerSys went beyond the call of duty to ensure everything simply worked,”

Duncan Wales, CEO at Tellimer.

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Stellar Asset Management: Unifying systems and modernising processes

Discover how we helped Stellar consolidate its client data and gain comprehensive visibility across sales, service and finance with a custom Dynamics 365 solution.

“Achieving a consolidated view of our portfolios with Dynamics 365 means we can now undertake faster and more meaningful analysis. Using these insights, we’re able to better support advisors and make changes that improve customer journeys.”

Daryl Hine, Chief Operating Officer at Stellar Asset Management.

What you can expect

Experienced consultants focused on listening first and explaining in simple language.

Transparent communications and a collaborative approach focused on your success and building long-lasting partnerships.

Customised solutions to fit your unique needs, developed through a consultative, customer-centric approach.

Rapid timelines with the aim of delivering quick wins.

Ongoing support to transfer knowledge.

Proficient problem solvers committed to helping organisations maximise Dynamics 365 and Power Platform capabilities.

Innovate and Expand with Confidence

Dynamics 365 and the Power Platform are a secure foundation, enabling financial services firms to safely pursue emerging technologies and serve evolving customer demands.

  • Rapid integration of new data sources.
  • Built-in AI-powered personalisation and predictive insights.
  • Quicker expansion into new financial products, services and markets.
  • Continuous delivery of updates to improve experiences.
  • Scalable and resilient cloud infrastructure.

By capitalising on the trusted Microsoft Cloud, we will help your organisation confidently embrace innovation opportunities to deepen client loyalty and achieve strategic growth objectives.

Financial services male worker in an office using Dynamics 365

Enquire Now

Your organisation can achieve transformative performance with Dynamics 365 and integrated Microsoft solutions.

Connect with us today to schedule an initial consultation and explore how our custom solutions can help you securely innovate to engage customers, increase efficiency, and gain invaluable insights. Please complete the form below and one of our consultants will be in touch.