Microsoft Dynamics 365 for Banking & Financial Services is a comprehensive solution that is designed specifically for financial institutions such as banks, credit unions, and other lending institutions.
It streamlines operations from front to back office with automation and real-time analytics, enhancing decision-making and operational efficiency. This platform also supports regulatory compliance and improves risk management, ensuring that banks can deliver secure, personalized banking experiences with precision and agility.
How Does Microsoft Dynamics 365 for Banking Enhance Financial Services?
Dynamics 365 accelerator for the banking industry elevates your financial services by enhancing customer acquisition and onboarding through AI-driven insights and automation.
It boosts productivity with intelligent chatbots and predictive lead scoring that identify and engage potential clients effectively.
And ensures a seamless customer journey with personalized interactions across multiple channels, including integrated Microsoft Teams virtual meetings.
Dynamics 365 Banking for New Generation Customers
Dynamics 365 is helping banks across the world to manage the entire customer lifecycle and deliver exceptional customer service.
360-degree client view
A single dashboard to manage all customer information including preferences, transactions, holdings, and communications history providing a complete overview of the client.
Investor communication tracking
Track all forms of communication automatically including emails, phone calls, meetings and other interactions with account holders. An option for setting up and managing routinely scheduled formal correspondence is also provided.
Account management and reporting
Access to all client financial transactions, accounts, and holdings, which enables to create custom reports based on the specific needs of your management team.
Regulatory compliance & security
Maximize the sophistication by which the organization shares and manages client data while complying with the industry regulations and privacy legislation by using auditing and field level security enterprise modules.
The Comprehensive Dynamics 365 Overview
Dynamics 365 is a unique product that understands the changing needs of the market and how best to help your business flourish.
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