Microsoft Dynamics 365 for Financial Services

We help organisations transform operations and customer experiences with Dynamics 365 for Financial Services. Let us help you consolidate systems, unlock insights, and strengthen engagement with a flexible and secure solution tailored to your needs.

Future Proofing Your Financial Services Organisation

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

By unifying data, modernising workflows, and providing insights, we’ll implement Dynamics 365 to help you increase client engagement.

With decades of CRM expertise in the financial services industry, ServerSys will help you consolidate systems, transform processes, unlock insights, and deliver standout experiences –  supporting your growth goals.

Benefits of Dynamics 365 for Financial Services

Gain 360-degree client views by unifying data into centralised customer profiles.

Grow relationships with improved cross-selling and upselling opportunities using data insights and integrated marketing automation.

Personalise interactions using CRM data to inform messages and tailor client experiences across touchpoints.

Drive innovation by harnessing aggregated Dynamics 365 data analytics to guide client-centric decisions.

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

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

Client 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

Highly experienced consultants who will help you achieve in weeks what others may take months to accomplish.

Rapid timelines with the aim of delivering quick wins.

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

Transparent communications and a collaborative approach with a commitment to long-lasting partnership.

Ongoing support to transfer knowledge.

Proficient problem solvers committed to helping you 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 client needs.

  • 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, ServerSys 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

ServerSys will help your organisation achieve transformative performance with Dynamics 365 and integrated Microsoft solutions. Connect with us today to schedule an initial consultation. We offer three easy ways to get in touch.

Call us now on 0203 884 3804


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