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Dynamics 365 for Financial Services – AI‑driven M&A, Compliance & Investor Relations

We digitalise the customer and investor lifecycle, M&A deal pipeline and reporting with audit‑proof workflows and secure portals.

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Trust & compliance: key challenges for financial services. Rising regulatory pressure, cost-efficiency targets and higher customer expectations meet fragmented data and complex processes. Unified customer insights, governed automation and secure integration are essential — Dynamics 365 provides the foundation.

Typical Challenges:

Fragmented client & deal data (data silos)
Client interactions, KYC documents, suitability notes, and deal research often sit across email, Excel, shared drives, CRM, and OMS/PMS tools. Teams waste time chasing the “latest version” and miss context.
Identity checks, sanctions/PEP screening, suitability, and document collection are slow and manual — creating drop-off risk and inconsistent audit evidence across teams and regions.
Opportunities, mandates, and portfolio initiatives are tracked in spreadsheets and inboxes. Leadership lacks a reliable view of pipeline health, blockers, approvals, and next-best actions.

CRM, document management, email, data providers, OMS/PMS, core banking/custodian feeds don’t naturally “talk.” Reconciliation and status updates become human middleware.

Solutions & Technologies for Financial Services

From client onboarding and compliance to deal execution and reporting — we implement Microsoft solutions that unify data, workflows, and insights on one secure platform.

Power Platform and Cloud productivity

Build apps, automate workflows, and turn operational data into real-time insights — without heavy development. Power Platform brings your teams closer to execution, faster decisions, and scalable automation.
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Project Operations
Field Service
Sales
Customer Service
Marketing

Power Platform and Cloud productivity

Automate workflows, build lightweight apps, and turn operational data into real-time insights — all on a secure Microsoft foundation. Reduce manual handoffs, standardize execution, and make your processes AI-ready.

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Copilot
Power Apps
Power Pages
Azure
Microsoft 365

Digital operations for financial services

Client trust & compliance: key priorities for financial services. Rising regulatory pressure, cost-efficiency targets and higher client expectations meet fragmented data and manual workflows. Connected onboarding, governed automation and real-time insights are essential — Dynamics 365 and the Power Platform provide the foundation.

30-50%

Faster onboarding & approvals

Reduce manual handoffs with guided KYC/AML workflows, tasking, and approval trails.

Better client experience through clear communication — One relationship view across interactions, documents, and next steps.

More transparency for auditors, regulators & leadership

20-30%

Less admin effort through automation and standardized workflows.

Lets map your next steps

Ready to simplify your stack and speed up delivery? We are happy to support.

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Hear directly from the companies we’ve partnered with.

Organizations from diverse sectors come to us with distinct needs — and we design solutions that match their ambitions.
View References

WBS helped us replace an outdated system with a scalable Microsoft platform. They understood our processes quickly and delivered a solution we can actually grow with.

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WBS brought clarity to a complex process landscape. Strong technical expertise, clean execution, and a solution we can rely on long-term.

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Ready to modernize your financial services operations?

Let’s pinpoint quick wins and build a connected platform with Microsoft Dynamics 365 and Microsoft 365.​

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