Microsoft Dynamics 365 for Financial Services
Have you ever encountered any of these challenges?
- Information is stored across outdated, disparate systems
- Your processes are inefficient, due to their manual nature
- Data is complex and hard to manage
Dive into the future with D365 for Financial Service Organisations – solving these problems and more!
Embrace Innovation with D365 for Financial Services
Whether your company is in insurance, asset finance, banking, tax advisory, private equity, or wealth management; a CRM System supports your organisation with effectively managing customer relationships in today’s competitive financial services landscape.
Our Microsoft Dynamics 365 for Financial Services Solution is built at a custom level, ensuring that every feature is tailored to your individual processes enabling you to take your relationships to the next level.
Benefits of Dynamics 365 for Financial Services
Find out what one of our clients thinks...
Read Testimonials“Pragmatiq demonstrated a professional and detail-oriented approach, providing clear and concise recommendations that were tailored around our specific needs and requirements. The team also ensured that any complex technical information was explained in a clear manner, making the entire process easy and enjoyable.
Overall, The Pragmatiq team provided a thorough and comprehensive analysis of our current setup and I would recommend Pragmatiq to any business who require support in understanding Dynamics 365 and the benefits for their organisation.”
Key Features of Dynamics 365 for Financial Services
Contact & Account Management
Effortlessly manage essential details regarding your contacts and accounts by implementing our Financial Services CRM. Customised to your organisational needs, the information displayed can vary but may cover information such as contact information, financial history, client interactions, notes, and much more, ensuring seamless management of your data.
Lead & Opportunity Management
Easily track the progress of your leads and opportunities, identifying those ready to convert and ones that still need further attention. This ensures that your pipeline is managed effectively driving sales and overall profit.
Workflow Automation
Manual processes can hinder efficiency and take up valuable time that could be spent better elsewhere. D365 for Financial Service Organisations offers advanced automation capabilities, streamlining processes and reducing manual tasks.
Advanced Marketing Capabilities
Communicating with potential and current customers, at the right time, through the right channel, and using the right content is crucial for providing a positive customer experience. Our Finance CRM has a wide variety of marketing capabilities that make personalisation and engagement easy.
Analytics and Reporting
Our solution provides in-depth insights into your projects, sales pipeline, financial figures, campaigns, and more, providing stakeholders with a clear understanding of activities, problem areas, resource distribution and more.
Security and Compliance
Financial services organisations must follow strict legislation within the industry and ensure that they remain compliant in everything they do. Microsoft has a comprehensive security and compliance model means that your data is safe and secure.
Moreover, secure credentials coupled with specific security roles, ensure that users can only access the information that they need.
Third-party Integrations
Dynamics 365 seamlessly integrated with the Microsoft 365 Suite (Sharepoint, Excel, Word, etc.), the Power Platform (Power BI, Power Automate, etc.), Business Central and various applications such as Sage and Zero.
Insurance and Asset Finance CRM
Want to know about our bespoke offerings in the financial services industry? Take a look at our specific pages below for more information, and if you don’t see your industry please get in touch.
Insurance CRM
Our CRM for Insurance Brokers centralises information, promoting effective client relationship management, increased engagement across clients and brokers, while also having the capability to monitor policies, claims, premiums, renewals and more.
Asset Finance CRM
Built specifically for asset finance, our cloud-based CRM software enables your business to spend less time on administrative tasks and more time focusing on client relationships.
Frequently Asked Questions
No, our solution is built on Dynamics 365, but is a bespoke solution that is tailored to your specific needs and requirements. The above features are only an example of what your system could look like.
At Pragmatiq we have developed our implementation methodology to be the perfect pairing to the technology we offer. Our approach follows several stages, each of which is designed to ensure the successful delivery of your solution.
We understand that over time, your organisation will grow and change, and your needs may shift; the beauty of a bespoke solution is that it can be tailored even after implementation.
At Pragmatiq, we have a Managed Service offering, which allows us to support your business post-go-live.
At Pragmatiq, we have several factors that set us apart and ensure we are the best fit to support your business:
A consultative focus
Initially taking the technology out of the conversation, we work closely with you and your training business to understand processes, challenges and future goals. From this, we are able to advise you on the right solution that is tailored to your specific requirements. The customer’s business model is always our starting point and we are uncompromising in our approach to be more than just a ‘technology company’.
We are passionate and we care
We are passionate about what we do and head into work every day excited about working with our customers and what we can achieve. We recognise if you like what you do, you will do it better and deliver to a higher standard.
Simple language
Often IT resources cannot translate ‘technical jargon’ which is a common barrier. Our consultants are not only technically capable, but are able to identify business challenges and explain how they can be solved in simple language.
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