Microsoft Dynamics AX7 for Finance


A complete end-to-end ERP and CRM business solution for financial organisations

Financial services companies need to differentiate themselves from the competition, especially in today’s challenging economic environment. Financial customers are more demanding than ever and its increasingly easy to imitate price, products and distribution models, thus many companies have found that the best way to attract and retain customers is to offer an outstanding customer experience. Microsoft Dynamics helps to improve profitability and operational efficiency by enabling your employees to develop meaningful and enduring relationships, whether you specialise in wealth management, offering products for banking, or insurance.

Financial services

With Microsoft Dynamics CRM you can take advantage of templates and solutions designed for the Financial Services industry. Win loyalty and trust through personalised client services that allows you to know your customers better and also offer services across multiple channels.

The benefits for financial services include:

  • Workflow automation helps you streamline key tasks
  • Leading security infrastructure
  • A 99.9-percent uptime service level agreement
  • Intuitive customization and seamless systems integration
  • Boost operational efficiencies to help free your people to pursue their core competencies
  • Reduce total cost of ownership


Microsoft Dynamics CRM can help you proactively manage risk with CRM that’s intended to meet the needs of the banking industry. Front-line employees are able to cultivate more profitable relationships with customers, because they are equipped with a complete understanding of each customer’s needs, preferences, account information and communication history. Streamline key banking processes, such as loan origination, account onboarding, and case escalation, with guided dialogs and automated workflows.

The benefits for banking include:

  • Boost profitability and increase customer retention
  • Capitalize on cross-sell opportunities
  • Increase wallet share and improve profitability
  • Proactively identify risk-elevating customer behaviours
  • Cut operational costs across branches and call centers
  • Intuitive productivity features
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