Dynamics 365 for Insurance and Investment
Cutting-edge IT Solutions for the Insurance and Investment Industry
Financial Management
Our Microsoft Dynamics 365 Financial Management solution enables you to manage credit risks with AI-driven customer payment predictions, improve cash flow, and simplify billing with recurring options. Enjoy robust general ledger capabilities for multi-GAAPs, multi-currency support, and tax localization.
Simplified Customer Acquisition
Enhance your customer acquisition strategies with personalized interactions that resonate with your target audience. Our solution empowers you to automate sales processes, attracting prospective customers while increasing the productivity of your sales team. Harness AI-enabled insights to accelerate customer acquisition through tailored marketing campaigns.
Customer and Policyholder Onboarding
Seamlessly onboard new customers and foster long-term loyalty with our customer/policyholder onboarding solution. Combining financial, behavioral, and demographic data gives you a 360-degree view of each customer/policyholder, allowing for personalized engagement and support.
Customer Service
Elevate customer service by proactively predicting and resolving customer issues. Our solution enables rapid responses to customer/policyholder needs through self-service intelligent conversational chatbots. Whether your customers, policyholders, or agents prefer digital or human interactions, our solution offers personalized support across their preferred channels, ensuring consistency and satisfaction.
Risk Management
Strengthen your risk management practices by standardizing processes using low-code and no-code automation. Protect your customers’/policyholders’ online accounts against evolving fraud patterns with our adaptive AI. Mitigate business risk by automating manual processes through Robotic Process Automation (RPA), enhancing operational efficiency.
Billing and Invoicing
Simplify billing and invoicing processes with our solution like dynamics 365 payment connector, offering recurring billing options tailored to your needs. Experience comprehensive general ledger capabilities, including customizable chart of accounts, multi-GAAP support, multi-currency handling, and tax localization. Streamline financial processes and enhance efficiency in your organization.
Operations Optimization
Drive operational excellence with process automation. Boost employee productivity and job satisfaction with Robotic Process Automation (RPA) for task automation. Efficiently manage indirect procurement to lower costs and reduce risks. Empower your workforce with self-service tools, including IT help desk, requisitioning, expense reporting, and benefits.
Data-Driven Insights
Leverage real-time data analytics to make informed, insight-driven decisions. Our solution empowers your organization with the agility needed to adapt to evolving market requirements, seize opportunities, and foster growth strategies based on accurate, up-to-date financial information.
Third-Party Integrations
Our solution seamlessly integrates with third-party tools and platforms, particularly beneficial for portfolio management companies relying on various financial data sources and investment platforms. Our solution ensures smooth data flow and compatibility, whether market providers, trading platforms, or other financial software.
CRM for Customer Management
Effortlessly maintain detailed customer profiles and track their interactions. With Microsoft Dynamics 365, efficiently manage client relationships, track communication history, and provide personalized service based on individual investment preferences and goals to build stronger customer loyalty and trust.
Power Apps for Customer Portals
To enhance customer engagement and transparency, our solution offers Power Apps integration to create customer portals. These portals allow clients to access their investment profiles, monitor their real-time portfolio performance, and review historical data.
From fortifying cybersecurity against evolving threats to navigating complex regulations with automated solutions, technology is the key. We help businesses modernize legacy systems, embrace analytics for data-driven decisions, and ensure seamless customer experiences through digital innovations that are reshaping finance. In a world where agility, security, and customer-centricity are paramount, technology isn't just a solution—it's the catalyst driving the evolution of finance.
Comprehensive Services
From financial management to customer service, risk management to operations optimization, our solutions cover every aspect of your finance operations. We offer a one-stop shop for all your finance technology requirements.
Efficiency and Cost Savings
We focus on optimizing your operations, helping you reduce costs, mitigate risks, and improve overall efficiency. Our robust Microsoft Dynamics 365 solutions for Finance streamline processes and enhance productivity, enabling you to allocate resources effectively.
24/7 Support Availability
Our round-the-clock support ensures you have access to assistance whenever needed, even during non-business hours and holidays. We provide regular updates and maintenance to keep your systems at their best, coupled with comprehensive training.
Security and Compliance
Protect your organization’s sensitive financial data with robust security measures and compliance adherence. Our solutions of Microsoft dynamics 365 CRM for insurance are specifically developed to meet the highest data security and regulatory compliance industry standards.
Comprehensive Services
From financial management to customer service, risk management to operations optimization, our solutions cover every aspect of your finance operations. We offer a one-stop shop for all your finance technology requirements.
Efficiency and Cost Savings
We focus on optimizing your operations, helping you reduce costs, mitigate risks, and improve overall efficiency. Our robust Microsoft Dynamics 365 solutions for Finance streamline processes and enhance productivity, enabling you to allocate resources effectively.
24/7 Support Availability
Our round-the-clock support ensures you have access to assistance whenever needed, even during non-business hours and holidays. We provide regular updates and maintenance to keep your systems at their best, coupled with comprehensive training.
Security and Compliance
Protect your organization’s sensitive financial data with robust security measures and compliance adherence. Our solutions of Microsoft dynamics 365 CRM for insurance are specifically developed to meet the highest data security and regulatory compliance industry standards.
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Explore the power of DynaTech's technology solutions that can help scale your business to new heights - let us help you get started with a quick consultation!
