Financial Industry

Financial Industry

In today’s competitive global economy, financial service organizations need to stay ahead of their game, by delivering superior services, products and advice to its customers. To be compliant they are adding and adapting to new processes in order to meet regulatory requirements, which also enable them to make strategic decisions.

a-solutions provides financial service organizations with a solution that can easily and securely be accessed with specific, up-to-date information with the use of Microsoft Dynamics 365 and Microsoft Office 365. This single source solution reflects our commitment to apply the full range of Microsoft innovation in order to help financial service organizations. This allows a 360-degree view of clients with all the information required in one place, which also helps to make smart decisions and gain strategic advantage.

With Dynamics CRM, you are able to manage extensive customer data, streamline and automate processes, develop long-term customer relationships and improve sales and service.

The benefits are:

  • Improve and structure complex compliant consolidations
  • Accelerate period closing across all entities
  • Set up new entities and leverage existing structure
  • Achieve visibility with cash management
  • Efficiently manage complex credit issues
  • Anticipate capital requirements with cash flow projection across entities
  • Secure and align master data using workflow management
  • Ensure segregation of duties with advanced tools to audit user access
  • Enhance compliance

 

Our in-house experts adopt a customer-centric approach to discovery, delivery, user adoption and support. Through many successful projects, we have learned and understood what it truly takes to make a Dynamics 365 implementation successful, and have been able to put that knowledge into action to help our customers.

Interested in learning more? Click here to contact us.