Dynamics 365 for Banking

Accelerate your financial services business growth with Dynamics 365 Banking Accelerator. Deliver unique customer experiences in banking, insurance, and capital markets.

Microsoft Dynamics 365 for Banking & Financial Services is a comprehensive solution that is designed specifically for financial institutions such as banks, credit unions, and other lending institutions.

It streamlines operations from front to back office with automation and real-time analytics, enhancing decision-making and operational efficiency. This platform also supports regulatory compliance and improves risk management, ensuring that banks can deliver secure, personalized banking experiences with precision and agility.

How Does Microsoft Dynamics 365 for Banking Enhance Financial Services?

Dynamics 365 Banking Benefits | Nalashaa Digital

Dynamics 365 accelerator for the banking industry elevates your financial services by enhancing customer acquisition and onboarding through AI-driven insights and automation.

It boosts productivity with intelligent chatbots and predictive lead scoring that identify and engage potential clients effectively.

And ensures a seamless customer journey with personalized interactions across multiple channels, including integrated Microsoft Teams virtual meetings.

Dynamics 365 Banking for New Generation Customers

Dynamics 365 is helping banks across the world to manage the entire customer lifecycle and deliver exceptional customer service.

360-degree client view

A single dashboard to manage all customer information including preferences, transactions, holdings, and communications history providing a complete overview of the client.

Investor communication tracking

Track all forms of communication automatically including emails, phone calls, meetings and other interactions with account holders. An option for setting up and managing routinely scheduled formal correspondence is also provided.

Account management and reporting

Access to all client financial transactions, accounts, and holdings, which enables to create custom reports based on the specific needs of your management team.

Regulatory compliance & security

Maximize the sophistication by which the organization shares and manages client data while complying with the industry regulations and privacy legislation by using auditing and field level security enterprise modules.

The Comprehensive Dynamics 365 Overview

Dynamics 365 is a unique product that understands the changing needs of the market and how best to help your business flourish.


Looking to drastically change how you handle supply...

Read More >

Field Services

Master the service call and learn to deliver a seamless...

Read More >

Business Central

Looking to host various systems together and have an easy to...

Read More >

Customer Services

Are you meeting the needs of your customer? Strive...

Read More >


Tackle the retail efficiency bug head on, and learn how...

Read More >

Human Resources

Treat your employee like your client and watch them...

Read More >


Are you looking to turn relationships into revenue...

Read More >


Do you want to be ahead in your game of relevant...

Read More >

Supply Chain Management

Combine the forces of ERP and CRM and leverage machine...

Read More >

Project Service Automation

Dynamics 365 Project Service Automation...

Read More >

Why Our Clients Love Us?

  • #FlexiblePackages
  • #QualityService
  • #ProfessionalExpertise
  • #FixedPrice

Need CRM Implementation Plan
For Your Banking Operations?

We have plans which will meet your needs, and if not we can tweak them around a bit too!

Just leave your details below and we will get back to you real soon!
Field will not be visible to web visitor

Worth Exploring