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Dynamics 365 for Financial Services

Digitalise the full customer and investor lifecycle on one platform. Accelerate deal flow, automate compliance, and replace manual processes.

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Trust & compliance: financial services run on rising regulatory demands, cost pressure and higher customer expectations — set against siloed data and legacy systems. Unified customer insights, governed automation and secure integration are essential — Dynamics 365 provides the foundation.

Challenges of Financial Services Organizations:

Fragmented portfolio & deal data

Client interactions, KYC documents, suitability notes, and deal research sit scattered across email, Excel, shared drives, CRM, and OMS/PMS tools. Teams waste hours chasing the latest version and lose context between handoffs

Personalised statements, capital calls, and performance reports go out as static PDFs assembled in Excel. Clients want self-service portals; teams can’t keep up with the volume.
Sensitive deal and client data lives in too many places, with permissions managed ad-hoc. One departure or misconfigured share can become a regulatory event.

Core platforms built a decade ago can’t expose APIs, support modern workflows, or scale to new asset classes. Every modernisation initiative stalls at the integration layer.

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.

Core Business Applications (Microsoft Dynamics 365)

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.

Copilot
Power Apps
Power Pages
Azure
Microsoft 365

Digital operations for financial services

Rising regulatory pressure and client expectations are colliding with fragmented data and manual workflows. Dynamics 365 and the Power Platform connect onboarding, automate governance, and surface insights in real time.

30-50%

Faster onboarding & approvals

Guided KYC/AML workflows, automated tasking, and approval trails replace email chains and shared inboxes.

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

Every approval, document, and decision logged automatically. No more reconstructing audit trails when regulators ask.

20-30%

Less manual admin

Standardised workflows and Power Automate take repetitive work off the desk — hours back per week, per team.

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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