Transform Client Experiences Through Your Data

Fragmented client data holding your firm back? 

We help wealth management providers unify data using Microsoft Cloud solutions to reveal complete relationship views.

We will consolidate your data to provide a trusted 360° client profile. Integrations with your other line-of-business systems will also help combat repetitive manual processes and boost advisor capacity. The result is enhanced efficiency, confident decisions and the foundation to deliver tailored experiences that deepen engagement.

Our expertise lies in understanding firms’ unique challenges to architect the most effective solution for their needs.

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Wealth management advisor and Dynamics 365 user meeting with two clients

Benefits of Dynamics 365 for Wealth Management

Unified client records consolidate fragmented data from legacy systems into unified client profiles within Dynamics 365.

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

Embedded intelligence generates contextual insights from integrated 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 web portals, portfolio management platforms and other systems for a seamless experience.

Customisable workflows automate and simplify advisor processes for efficiency gains.

Examples of processes we can help you manage in Dynamics 365

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.

Visualisation highlighting examples of typical wealth management processes that can be be managed using Dynamics 365 from ServerSys

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.

Rapid timelines with the aim of delivering quick wins.

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

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

Ongoing support to transfer knowledge.

Innovate and Expand with Confidence

Dynamics 365 and 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 native 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 seamlessly accommodates increasing customers, traffic and complexity.
  • Continuous Delivery: Microsoft’s release cadence continuously enhances Dynamics 365 with updates and the latest features.

This establishes Dynamics 365 and the Power Platform as a strategic platform for agility, innovation and scale – crucial for dynamic 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

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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.