The ability to compete on a level playing field in the financial services sector is vital, and the retention of your customers is paramount.

The increase in regulatory pressure has made it increasingly challenging to manage highly complex issues with manual systems and multiple data sources. It’s an ongoing battle to prioritise the customer and employee experience, and provide faster, and better service.

A reliance on a range of applications can have a tremendous negative impact on response times, costs and the customer experience.

There is a real need for Financial Services organisations to extend their reach and product offerings on top of growing revenue and profitability in a highly competitive, and highly-regulated market.

With Microsoft Dynamics 365 you are given a central source of truth for your customer, prospect and supplier data. Understanding your customers and even predicting their issues before first contact is made – delivering a personalised customer experience at every touchpoint. Your data is secure and protected using Microsoft Azure security features and you can simplify complex and manual procedures by moving away from disparate systems that do not talk to one another.

Engage with your customers more effectively

From every touch point, empower your staff to have fingertip access to the latest customer and prospect information. Enable them to make the best decisions and improve the customer journey. Boost retention, identify new opportunities, and engage in a more personalised and efficient manner

Secure your data

Control access to secure information with appropriate security control levels based on user credentials. Microsoft Dynamics 365 offers cost-effective compliance and extensive regulatory services

Streamline your operations

Automate key banking and insurance processes while reducing operational costs and on-boarding times across all branches and departments

Enhance your financial decision making

Assess the health of your business, improve financial controls and make timely decisions to drive agility and growth using real-time financial reporting

Unify and automate your business processes

Integrate financials into core business processes and automate tedious and time-consuming tasks to boost user productivity

Have a strategic impact and reduce costs

Minimise costs and optimise spending across business geographies with process automation, budget control and financial planning and analysis

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How can we help you specifically?

Exec Leaders & Business Owners

With a push to adhere to strict and ever-growing regulatory compliances, senior leaders in the finance sector are increasingly focused on security and reporting to comply with a vast array of government and private sector regulations. Utilising Dynamics 365, Fusion5 has helped leaders like you:

Achieve clarity of finance and profits

Transform and automate your global financial operations with real-time performance, successfully predicting future results and making data-backed business decisions for enhanced growth. Easily measure how efficient any one product or service, or your entire operation is with a simple, 360-degree view of your business.

Reduce operational costs, improve efficiency

With one central source of truth, your organisation can operate more efficiently using Microsoft Dynamics 365 features designed to improve the customer experience, enable better financial planning, and provide insightful analysis on upcoming projects or campaigns. Reduce call times for staff, improve the onboarding process, and generate greater revenue through existing or new customers with a journey that’s tailored specifically to each individual.

Department and Functional Area Leaders

In our experience, Operations Managers, Department Heads, and Functional Area Managers in the Financial Services industry, such as Sales, Marketing, HR, and Procurement, are often challenged when it comes to aligning productivity, cost reduction, and meeting deadlines, as well as managing the happiness of both staff and customers. We’ve seen considerable improvements in these areas thanks to Dynamics 365, for example:

Keep your people happy

Simplify the HR process and empower employee growth by streamlining the most common human resources tasks. From onboarding, staff reviews, growth and improvement programmes, to monitoring general wellbeing, Microsoft Dynamics 365 offers an end-to-end HR solution that will not only improve the employee journey but encourage retention and growth within your organisation.

Increase sales and customer retention

Stand out from the crowd. From simple to advanced marketing campaigns, cold calling prospects, or general communications with up-sell and cross-sell offers, Dynamics 365 supports your team in creating personalised journeys for contacts that accelerate their buying decisions. With detailed, real-time customer information at your staff’s fingertips, they can resolve more queries during the first interaction, delivering great customer experiences.

Technical Managers and Users

Having worked with many IT Departments to implement Dynamics 365, we’ve learnt that the role of the CIO, IT manager, or technology leader in financial services organisations is often heavily focused on keeping BAU systems and hardware working, managing data and system security, as well as balancing new projects and initiatives such as rolling out new IT solutions, applications, integrations, and upgrades.

Privacy and Compliance

For the majority of communications within the Finance Sector there is an obligation to track and keep record of what was said, promised and delivered in order to minimise future risk to the organisation. However, while communications must be recorded, almost every country your organisation is operating in has privacy acts that stipulate very clear guidance on what information can be kept, how it is shared, stored and reported with all personally identifiable information contained between your customer and staff who need to access it. Microsoft Dynamics 365 provides easy features for audits, additional protections around reporting and logging specific to the Finance sector and built-in granular modules that ensure all data is secure and managed without further customisation needed.

No more disparate systems and easy accessibility

No more spreadsheets, multiple account logins and systems for your users to get their head around. Microsoft Dynamics 365 is an immediately familiar and user-friendly environment that will reduce training times during onboarding, increase departmental collaboration and communication, and give back time to your staff to focus on what is important in their roles.

Microsoft Dynamics 365 Applications for Financial Services

Why partner with Fusion5 for your Microsoft project?

Fusion5 has a proven track record of delivering Microsoft Dynamics 365 solutions that offer the ability to personalise your approach to enterprise resource planning with business apps that are built on Azure and tightly integrated with Office 365 and the Microsoft Power Platform.

As a member of the Microsoft Dynamics Inner Circle, we are recognised as being an expert and trusted pair of hands for your implementation. In addition, Fusion5 offers advance access to product updates, licensing changes, and the ability to take our customers’ feedback to the source of Microsoft innovation, to help bring solutions that really make a difference to our clients.

With the wide range of Microsoft Awards Fusion5 holds recognising our unrelenting commitment to delivering great outcomes for our customers, you can feel confident that your business' Microsoft project is in safe hands.

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