Future-first financial services
AI-powered "super-app" for financial services firms
Powered by Microsoft Dynamics 365 & Copilot AI
Deliver differentiated experiences
Deliver differentiated experiences
Deliver differentiated experiences
Designed to accelerate loyalty, growth and profitability through personalized client interactions and financial insights.
Empower employees
Deliver differentiated experiences
Deliver differentiated experiences
Use solutions to improve productivity and workflows to boost employee experience and strengthen client connections.
Boost security and compliance
Deliver differentiated experiences
Boost security and compliance
Help stay ahead on privacy and data security and on top of evolving regulatory requirements.
Dynamics 365 for Wealth Managers provides:
A launchpad for innovation and growth
- Unified client profile with a 360-degree view of data
- Self-service mobile tools to streamline client onboarding
- Financial summaries at your fingertips to drive engagement
- Workflow automation and intelligent tools to orchestrate processes
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.
Enhancing client experiences
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.