Manage your clients, better understand their needs, and provide the right solutions.
How Does Dynamics 365 for Financial Services Work?
Learn how a tailored financial services CRM solution could help you:
- Provide a single view of client and contact relationships
- Get real-time insights into who your clients are and analyse their behaviour
- Create tailored communications based on client profile
- Save time and money by automating your onboarding and document processes
Microsoft Dynamics 365 – Made for Financial Services
Whether your firm is in banking, wealth management, mergers & acquisitions, insurance, or investment management, Dynamics 365 will work in tandem with your business and address your challenges.
Single view of all relationships across the firm
Management and automation of compliance processes
Document management and e-signature integration
Investment application management
Easy creation of newsletters
Easy reporting and tracking of investment interests
Insight into client engagement
Microsoft Gold: A status you can trust
Work with a partner that is considered one of the UK’s leading specialists in Dynamics 365 for SMB clients.
We have an excellent track record of delivering Microsoft CRM systems for over 800 businesses. Recent client testimonials are available from a wide range of SMB client sectors – a credit to the focus on reference ability of all projects.
Ambassadors for the IAMCP
We are proud to support the International Association of Microsoft Channel Partners (IAMCP). The IAMCP is an organisation dedicated to maximising the business potential of members through peer-to-peer interaction, member advocacy, community outreach, growth and education—while enhancing members’ access to Microsoft executives.
Cloud9 Insight’s CEO Carlene Jackson is on the board representing IAMCP for D&I, and Strategic Partnerships Director Zoe England is on the board representing Partnering.
Financial Services Solution Packages
Fast Track is a fixed-budget and quick way to implement Dynamics 365 Sales or Service with some simple configurations to align the solution to your business, designed to be the first step of your CRM journey. In addition, other packs of capability are available to add-on to the core solution.
Strategic is a flexible implementation of Dynamics 365 with phased business change. Typically, these projects involve complex data migration from existing CRM systems. Moreover, phases are designed to build additional maturity which may include system integration.
Enterprise projects are large scale projects using one or more Dynamics 365 modules, across the whole business often with some level of complexity. That is to say, one or more internal and external integrations are set up, such as with finance.
Unsure which plan is best for you?
We're here to help. Talk with one of our team expert consultant and get a free 30 min consultation and an assessment report.
Offer Better Service, Maximise Revenue & Remain Compliant With Regulations.
Book a Free Health Check
Not sure where to start? Find out what Dynamics 365 can do for you.
Your 20-minute session includes:
- Time with our experienced membership CRM consultants
- Analysis of your current systems and your goals
- Provision of a business health score, measured against other organisations in your sector
- Guidance and suggestions for improvement
“We have enjoyed working with Cloud9 Insight as they have been very helpful and timely in their responses. The team go the extra mile to assist you with your queries, and no question is too big or small."