AI-powered "super-app" for financial services firms
AI-powered "super-app" for financial services firms
Microsoft Dynamics 365 offers features that personalize wealth management, catering to a new generation of clients who demand highly personalized experiences.
It provides a comprehensive solution for wealth and asset management firms, investment managers, insurance companies, trust and fiduciary services, private banks, and family offices.
Designed to accelerate loyalty, growth and profitability through personalized client interactions and financial insights.
Use solutions to improve productivity and workflows to boost employee experience and strengthen client connections.
Help stay ahead on privacy and data security and on top of evolving regulatory requirements.
We want to ensure that every organization has the digital capability required to succeed going forward and are committed to helping our financial services clients improve time to value, reduce costs, increase agility, and accelerate innovation for sustainable growth.
Dynamics 365 for Wealth Managers integrates cloud services across the Microsoft offerings—Microsoft Azure, Microsoft 365, Microsoft Dynamics 365, and Microsoft Power Platform—underpinned by an industry data model, with new capabilities and customization unique to the financial services industry and your business.
Dynamics 365 for Wealth Managers helps optimize business processes through integrated collaboration and omnichannel communications capabilities and enhances the client experience through comprehensive client insights and personalized client interactions. Additionally, Dynamics 365 for Wealth Managers helps accelerate products to market, removes data silos to turn insights into action, and defends against fraud. It offers the flexibility to adopt the capabilities in a modularized fashion.
Dynamics 365 for Wealth Managers is designed to address critical needs by creating differentiated client experiences consumers now expect and empowering employees through teamwork.
As clients continue to engage digitally, continued focus to ensure data connectivity, interoperability of ecosystems, and actionable insights are key to retaining clients and winning over new ones.
Additionally, employees need to have the right tools as well as change management in processes to adapt to the current environment to service clients and support each other and their respected departments. Armed with client insights and processes that offer automation, collaboration, and communications, employees can excel in their roles and are given a better opportunity to accomplish their goals.
Microsoft Dynamics 365 is often regarded as a top CRM for salesforce automation due to several key factors.
Dynamics 365 offers seamless integration with other Microsoft products, such as Office 365 and LinkedIn Sales Navigator, for a CRM that updates itself.
Dynamics 365 Copilot quickly summarizes opportunity and lead records, providing essential information at a glance.
Send me a message, and tell me more about your system goals and needs. I will get back to you soon to schedule a meeting.
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