Microsoft Cloud
For Financial Services

Utilise powerful, adaptable, and flexible Microsoft Cloud solutions to streamline financial services and build strong customer relationships.


What is Microsoft Cloud for Financial Services?

Managing finances and its different aspects is becoming more complex day by day. Businesses need modern-day solutions capable of handling financial transactions, enhancing customer experiences, and optimising operations for better productivity and results.

Microsoft Cloud for Financial Services is a set of advanced cloud-based applications specifically designed to simplify the diverse and complex activities of the financial industry.

Such solutions help a business scale, offer comprehensive customer experiences, and fight against unlawful financial affairs.

How is Microsoft Cloud aiding the Financial Industry?

Microsoft Cloud empowers financial institutions with high-end data security, effective team collaboration, process automation, and real-time data insights for data-driven decision-making.

With advanced cloud capabilities, Microsoft Dynamics Finance & Operations supports businesses with modern tools to perform smooth operations across global boundaries.

Microsoft Cloud for Financial Services allows businesses to collect customer data and offer tailored customer interaction for maximised results.

Microsoft Cloud leverages data analytics to offer a 360-degree view of customers and their behaviour to enhance the quality of the customer experience.

Microsoft Cloud breaks silos, centralises data, and analyses customer behaviour in real-time. This enables the financial institutions to identify and prevent any suspicious activity.


Talk to our Finance Experts!

Book a free one-on-one call with our certified Microsoft Cloud experts to find the perfect Dynamics 365 solution for you.

Top Microsoft Cloud Solutions for Different Financial Services

We have different cloud-based Microsoft 365, Microsoft Dynamics 365, and Microsoft Power solutions available to deal with the complexities of financial business. Some of the major apps and their applications in financial business are given below:


Dynamics 365 Customer Insights

Analyse customer behaviour across different communication channels to personalise marketing campaigns for better ROI. Get the demographic and financial data to identify loopholes in the customer experience and modify the campaign accordingly.


Microsoft Power Apps

Create custom financial applications to justify unique needs without writing a line of code. Based on insights, you can empower wealth managers with a 360-degree view of customer activity and automate the risk assessment process.


Microsoft 365

Microsoft 365 is a suite of applications consisting of Outlook, Word, Excel, Teams, and other solutions to establish communication and collaboration among teammates. All your financial transactions are safe within these apps, thanks to the trust and reliability of Microsoft.


Microsoft Power Platform

Power Platform is a suite of applications that empowers businesses to build custom apps, automate financial tasks, and generate advanced reports using Power BI. Businesses can utilise the Power Platform to enhance data analysis capabilities and offer valuable insights.


Dynamics 365 Fraud Protection

On a daily basis, we learn about fraud and crime in the financial industry. Dynamics 365 Fraud Protection enables businesses to combat such issues by leveraging AI and ML. It will find suspicious fraud patterns and give insights to eliminate any chances of data loss.


Compliance Program for Microsoft Cloud

Financial businesses have to follow complex compliances and regulations to perform global business. This program provides businesses with the required tools to adhere to such changing compliances while following security standards.

What Financial Challenges you are Facing?

Let’s discuss your major financial challenges that are hampering your business growth and resolve them with a sustainable solution.


Financial Management Made Easy for SMBs: Get Started with Business Central Today!

Managing financial operations in small and medium-sized businesses is a critical task that must be processed accurately without any scope of error. Because a financial error can cost businesses a lot while hampering the smoothness of other processes as well, regardless of department.

However, you can track, manage, and control all financial operations using a powerful Microsoft ERP solution: Microsoft Business Central Cloud. It comes with sufficient tools and capabilities to manage all the financial operations of SMBs.

Core financial functionalities in D365 Business Central are: credit management, cash book, sales ledger, purchase ledger, general ledger, accounts receivable, inter-company trading, and financial analysis.

Scale and Simplify your Finances with Dynamics 365 F&O: The Perfect Solution for Large Enterprises

Businesses with complex financial operations need to streamline diverse processes while also pushing the business towards growth. Even so, they require a solution that understands their needs and aligns itself with their uniqueness using a set of customisations and integrations.

This is where Dynamics 365 Finance and Operations comes into place. It simplifies all complex financial processes using automation, advanced innovations, and modern business capabilities.

Microsoft F&O is built for large enterprises as it comes embedded with global compliance management, smooth scalability, and powerful integration options. Also, you can get 360° business visibility, real-time data insights, and a satisfactory level of reporting capabilities.


The Future of Finance is Here: Microsoft Copilot for Financial Services

Microsoft Copilot is an AI assistant that aids businesses with various issues, whether it is finding exact financial data or resolving a customer’s query. It revolutionises the way a user deals with financial processes using real-time analysis and streamlined automation.

Copilot eliminates repetitive tasks from the system using automation, builds promising system workflows, and enhances the overall efficiency of users. It eradicates financial errors, adheres a business to global compliance, and promotes seamless integration within the Microsoft Dynamics Ecosystem.

Banks, investment firms, and different financial institutions can get various benefits from implementing Copilot in Microsoft Cloud solutions. However, most of the Dynamics 365 ERP or CRM solutions come inbuilt with Copilot and let you access its capabilities within the solution.

Book a Free Consultation

See How Dynamics Square Can Help Transform Your Business With Microsoft Business Applications.