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Personalise experiences for financial services with Dynamics 365

Build strong customer experiences and accelerate business growth using intelligent customer insights and process automation.

Propel your financial services business forward

Improve business outcomes with proactive insights and automation to help personalise customer experiences and empower employee productivity.

Customer acquisition

Attract prospective customers by personalising interactions and increase sales team productivity by automating the sales process.

  • Accelerate customer acquisition through personalised marketing campaigns built using AI-enabled customer insights.
  • Streamline and automate the sales process by using intelligent chat bots to start proactive conversations, pre-qualify sales leads, and provide quotes.
  • Help bankers and relationship managers focus on prospects most likely to convert using predictive lead scoring.
  • Offer prospective customers seamless, personalised customer interactions across channels including virtual meetings with Microsoft Teams.

Customer onboarding

Onboard new customers with ease and efficiently engage them to build loyalty.

  • Bring together financial, behavioural, and demographic data for a 360-degree view of the customer.
  • Access a unified view displaying current product holdings along with cross-sell and up-sell opportunities.
  • Orchestrate new and existing customer journeys on the channels they prefer.
  • Provide seamless personalised experiences across in-branch and digital channels.
  • Simplify the user experience by building low-code, responsive websites which allow customers to interact with their financial data.

Customer service

Increase customer satisfaction by predicting customer issues and proactively resolving issues.

  • Respond quickly to your customer needs using self-service intelligent conversational chatbots.
  • Service customers in the channel of their choice with personalised support and consistent digital and human experiences.
  • Provide employees with the support needed to deliver a consistent experience with guided workflows and a unified view of the customer.

Risk management

Standardise processes with powerful, low-code, no-code automation.

  • Help protect online accounts from fraud with adaptive AI that continuously monitors evolving fraud patterns.
  • Lower business risk by standardising and automating manual processes with robotic process automation (RPA).

Operations optimisation

Help reduce operational costs through process automation.

  • Increase productivity and improve employee satisfaction by automating tasks with Robotic Process Automation (RPA).
  • Reduce costs and risks by automating indirect procurement.
  • Enable self-service employee tools including IT help desk, expense reporting, requisitioning, and benefits.

Accelerate business results by empowering employees to automate processes and anticipating policy holder needs using data-driven insights.

Customer acquisition

Attract prospective customers by personalising interactions and increase sales team productivity by automating the sales process.

  • Accelerate customer acquisition through personalised marketing campaigns built using AI-enabled customer insights.
  • Streamline and automate the sales process by using intelligent chat bots to start proactive conversations, pre-qualify sales leads, and provide quotes.
  • Help the sales team and insurance agents focus on prospects most likely to convert using predictive lead scoring.
  • Offer prospective customers seamless, personalised customer interactions across channels including virtual meetings with Microsoft Teams.

Policyholder onboarding

Personally onboard and engage policy holders through automated processes on their channel of choice.

  • Get a 360-view of the policyholder and suggested next best actions.
  • Personalise experiences across physical and digital channels.
  • Assign new policyholders to agents by segmenting, prioritising, and routing customers based on customisable agent assignment rules.
  • Orchestrate personalised engagement for policyholder across channels.

Policyholder support

Empower customers to get help with issues on the channels of their choice.

  • Respond rapidly to policyholder and agent needs using self-service intelligent chatbots—no coding required.
  • Connect policyholder, agent, and adjusters, across any channel for personalised support.
  • Get a unified view of the customer for end-to-end journey support.

Operations optimisation

Help reduce operational costs by managing risk with AI and streamlining processes with powerful low-code automation.

  • Increase productivity, improve employee satisfaction, and lower risk by automating manual tasks with robotic process automation (RPA).
  • Enable self-service employee tools, including IT help desk, expense reporting, requisitioning, and benefits.
  • Reduce costs and risks by automating indirect procurement.
  • Help protect online accounts from fraud with adaptive AI that continuously monitors fraud patterns.

Finance

Use real-time data to make insight-driven decisions that boost growth and agility.

  • Effectively manage credit risks and collections through AI-driven customer payment predictions that increase on-time payments, improve cash flow, and save time.
  • Experience full general ledger capabilities, including a configurable rules-based chart of accounts, posting layers to handle multiple GAAPs, and ability to handle multiple currencies and tax localisations.
  • Billing support includes recurring billing options for the pattern, interval, and start and end date.

Helping financial service providers succeed

Metro Bank logo

"Our systems are quick and easy…
Cheques and debit cards are printed in minutes, and easily provided to customers onsite."

Craig Donaldson,
CEO, Metro Bank

Explore Dynamics 365 and Microsoft Power Platform products

Dynamics 365 Customer Insights

Gain a 360-degree view of your customers, combining client and financial data, while maintaining all regulatory and compliance requirements.

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Dynamics 365 Sales

Personalise every interaction and keep track of client relationships to build loyalty, increase revenue per customer, and uncover new opportunities.

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Dynamics 365 Marketing

Orchestrate customer journeys across multiple channels to engage your target audience with the right message at the right time.

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Dynamics 365 Customer Service

Quickly adjust to a changing environment with self-service and omnichannel engagement options to ensure clients receive the support they expect.

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Dynamics 365 Finance

Monitor your financial operations in real time, predict future outcomes, and make data-driven decisions to drive future business growth.

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Dynamics 365 Fraud Protection

Safeguard customer accounts. Protect your business reputation and impact to revenue due to account creation/takeover fraud.

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Dynamics 365 Customer Voice

Respond quickly to customer feedback by setting automated alerts and capturing feedback directly from customers through personalised surveys.

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Microsoft Power Platform

Work together to meet challenges effectively with Microsoft Power Platform—analyse data, build solutions, automate processes, and create virtual agents.

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Enhance your solution with Microsoft Cloud for Financial Services

Deliver better experiences, insights, and service by bringing Dynamics 365 financial capabilities together with Azure, Microsoft 365, and Microsoft Power Platform.