Transform the Banking and Finance Industry with Microsoft Dynamics 365

Microsoft Dynamics 365 offers a comprehensive suite of tools and solutions that can be leveraged to transform banking and finance operations, discover how its modules can be customised to meet the specific challenges of these industries.

Transforming Banking and Finance with Microsoft Dynamics 365

The technological advances over the last few years have meant that in order to stay competitive and meet the increasing demands of customers, the banking and financial industry needs advanced technological solutions. With its robust features, customisation options and powerful functionality, Microsoft Dynamics 365 empowers organisations to take control of their customer experiences, streamline processes and drive business growth. Microsoft Dynamics 365 for the banking and finance industry has many features that make it beneficial and specific to the challenges that these particular industries face from customer relationship management modules to risk compliance and management.

How Microsoft Dynamics is beneficial to the banking and finance industry:

Transforming Banking and Finance with Microsoft Dynamics 365

Build Stronger Customer Relationships with Microsoft Dynamics 365 CRM

Dynamics 365 has its own CRM module, providing financial institutions with a unified view of customer data, enabling them to gain valuable insights into customer behaviour and preferences. This data can be used to deliver personalised experiences and tailor their marketing efforts to create successful campaigns. With the Dynamics 365 CRM, banks and financial institutions can effectively and easily segment their customer base following customer interactions across all vital touch points so that issues and areas of improvement can be easily identified. Ultimately, this means that beneficial changes can be made leading to improved customer satisfaction, increased customer loyalty and a competitive edge in the market.

Transforming Banking and Finance with Microsoft Dynamics 365

Streamline Financial Management with Microsoft Dynamics 365

Microsoft Dynamics ERP has a unified reporting system, providing you with data from across the business from various different departments without having to access multiple emails and spreadsheets. This also enables you to to analyse and compare performance across different departments and make data-driven decisions.

Transforming Banking and Finance with Microsoft Dynamics 365

Risk Management and Compliance Made Easier with Microsoft Dynamics 365

With large amounts of data in one place, ERP systems are regularly backed up and have full security in place to protect private information, which offers a higher degree of security than regular spreadsheets. Regulatory compliance can also be managed with specific requirements for your industry such as data use and management customised in your solution.

Transforming Banking and Finance with Microsoft Dynamics 365

Business Intelligence and Analytics with Microsoft Dynamics 365

Microsoft Dynamics 365 provides robust business intelligence and analytics capabilities, empowering banks to gain valuable insights from their data. The module offers built-in dashboards, reporting tools and integration with Microsoft Power BI and advanced analytics. Financial institutions can leverage these capabilities to monitor performance indicators, detect trends and make data-driven decisions. Banks can utilise this to analyse customer behaviour, identify cross selling opportunities and optimise their product offerings.

Why City Dynamics?

City Dynamics have worked with many different businesses across the financial and banking industry, producing completely customised platforms to meet the needs and challenges each company is facing. 

Our team of dedicated experts are available to help you find the best solution for you and offer training to ensure everyone is able to use the system as soon as they are implemented.

Get in touch with us today to find a system that supports your business.

Success Stories

Boutique Financial Advisor 

  • An independent corporate finance and advisory specialists  implemented Microsoft Dynamics 365 and BI to streamline their financial operations and communications. 
  • With Microsoft Dynamics 365 they were able to digitalise all of their data, creating reports to improve financial visibility and eliminate manual data entry errors.
  • As a result the company experienced efficiency, reduced errors and gained better control over their financial health. 


Fintech Bank

  • Start-up bank serving the UK’s SMB market implemented Microsoft Dynamics Business Central to support business growth for the long term. 
  • With Business Central they were able to complete their data migration before their tight deadlines, complete general ledger and accounts payable, and help with internal communications and roles.

Find out how Dynamics 365 can help you to scale your business, increase efficiency and optimise security.