Industry · Financial Services
We help financial institutions run on trust and compliance.
We help you bring CRM for relationship management and advisory workflows together with Finance & Operations for regulated multi-entity finance, and Business Central for lean financial and lending operations — built around the compliance your business can't compromise on.
How Dynamics 365 helps
Three products. One compliant financial estate.
Client trust and audit-proof numbers aren't separate problems in financial services — a CRM that doesn't reconcile with the ledger is a compliance finding waiting to happen.
Dynamics 365 CRM
Relationship management for advisors and relationship managers, case management for client servicing, and a single client view across products and touchpoints.
Finance & Operations
Multi-entity, multi-currency finance with the audit trail, segregation of duties, and consolidation regulated institutions need across jurisdictions.
Business Central
For NBFCs, brokerages, and smaller financial operators: clean financials, intercompany accounting, and audit-ready reporting without enterprise-ERP overhead.
Where we typically start
Financial services engagements we run.
Programmes here are shaped as much by regulatory requirements as by the business — the starting point is usually wherever the compliance risk is highest.
- 01
Client relationship platform
Unified advisor and relationship manager workflows in D365 CRM, with a single client view across accounts.
- 02
Regulatory reporting & audit trail
F&O finance configured for the audit trail, segregation of duties, and reporting your regulator expects.
- 03
Multi-entity consolidation
Bringing subsidiaries or regional entities onto one chart of accounts with clean intercompany elimination.
- 04
Lending & servicing workflows
Case management and document workflows for loan origination, servicing, and collections.
- 05
Legacy core migration
Moving off legacy or homegrown finance systems onto F&O or Business Central without disrupting daily operations.
Numbers that hold up to an audit.
Relationship data and regulated finance, on one platform built for scrutiny, not just speed.
Compliance concerns holding back your next system change?
Every regulated rollout has a compliance officer with a veto. Loop them in early and send us their requirements — we'll design around them, not retrofit for them later.
Start a conversation