Microsoft Dynamics 365 for Wealth Management

We help wealth management firms use Dynamics 365 to increase the value of client data, enabling personalised service and streamlined operations.

Transform Client Experiences Through Your Data

ServerSys helps wealth management providers unify data to reveal complete relationship views.

We configure Dynamics 365 to connect your data and create a 360° client profile. Integrations with your other line-of-business systems will minimise repetitive manual processes and boost advisor capacity. The result is enhanced efficiency, confident decisions and the agility to deliver tailored experiences that deepen engagement.

Our expertise lies in understanding unique challenges to design the most effective solution.

Benefits of Dynamics 365 for Wealth Management

Unified client records consolidate data from legacy systems into unified client profiles.

Configurable security ensures secure, controlled access to confidential investor information, supporting data governance.

Embedded intelligence generates contextual insights from client data using secure machine learning to inform decisions.

Built-in compliance controls to address regulations, including GDPR, KYC, MiFID II and UK data protection requirements.

Integration capabilities connect Dynamics 365 with websites, portfolio and management platforms for seamless processing.

Customisable workflows automate and simplify advisor processes for efficiency gains.

Examples of processes in Dynamics 365 for Wealth Management

We can help you implement Dynamics 365 to manage any relationship and workflow relevant to your organisation. Frequent examples include portfolio management, client onboarding, referral tracking, and more shown in the visual below.

Dynamics 365 for Wealth Management visual

What you can expect

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

Ongoing support to transfer knowledge.

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.

Rapid timelines with the aim of delivering quick wins.

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 is an enterprise-grade foundation enabling your firm to confidently pursue innovation as you grow. Key capabilities include:

  • Rapid App Development: Quickly extend functionality with low code tools, including automation, web portals and business intelligence.
  • Trustworthy AI: Harness predictive insights and contextual recommendations that are grounded in your data.
  • Enterprise Security: Comprehensive compliance, access controls, encryption, and reporting address rigorous governance needs.
  • Scalable Infrastructure: Built on Azure, capacity will seamlessly accommodate increasing customers and complexity.
  • Continuous Delivery: Microsoft’s release cadence continuously enhances Dynamics 365 with updates and the latest features.

This establishes Dynamics and the Power Platform as a strategic platform for agility, innovation and scale – crucial for wealth management firms seeking long-term competitive advantages.

Wealth management consultant meeting two clients in an office and looking at a screen of Dynamics 365

Enquire Now

Unlock the potential of your client data and relationships with Dynamics 365 and the Microsoft Power Platform. Connect with us today to schedule a consultation today and explore how we can help you achieve your goals. We offer three easy ways to get in touch.

Call us now on 0203 884 3804


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