Microsoft Cloud
For Financial Services

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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 Cloud supports businesses by accepting global tax compliance to perform business across different nations.

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.


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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 the business to combat such issues by leveraging AI and ML technologies. It will find suspicious fraud patterns and give insights in real-time to prevent the loss of essential customer data.


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 challenges and resolve them with a sustainable solution. We understand that businesses run on different, unique processes that make them stand out from the crowd. Our team at Dynamics Square is here to offer you a tailor-made solution that not only adapts to your requirements but also boosts your ability to achieve targeted goals.

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