Empower Your Insurance Operations with AI-led Solutions

Streamline Underwriting Processes, Enhance Claims Management, and Elevate Customer Satisfaction.

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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.

Improved Financial Management

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.

Simplified Customer Acquisition

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.

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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.

Customer Service

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.

Risk Management

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.

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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.

Operations Optimization

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.

Data Driven Insights

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.

Finance Integration

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.

CRM for Customer Management

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.

Power Apps for Customer Portals
Financial Management

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.

Improved Financial Management
Simplified Customer Acquisition

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.

Simplified Customer Acquisition
Customer and Policyholder Onboarding

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 and Policyholder Onboarding-1
Customer Service

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.

Customer Service
Risk Management

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.

Risk Management
Billing and Invoicing

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.

Billing and Invoicing-1
Operations Optimization

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.

Operations Optimization
Data-Driven Insights

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.

Data Driven Insights
Third-Party Integrations

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.

Finance Integration
CRM for Customer Management

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.

CRM for Customer Management
Power Apps for Customer Portals

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.

Power Apps for Customer Portals

Ace The Finance Sector with Microsoft Dynamics 365 Solutions

The finance industry often faces challenges like the ever-evolving regulatory requirements and the need for real-time data analysis. Moreover, the demand for personalized customer experiences and the increasing threat of cybersecurity breaches further complicate matters. With our top-notch solutions, financial institutions can seamlessly navigate compliance complexities, harness the power of data-driven insights, and fortify their digital defenses.

We offer digital transformation solutions, empowering finance professionals to propel while exceeding customer expectations.

Jinesh-Shah

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.

Jinesh Shah
Principal Consultant
Dynatech

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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!

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