Financial Services Archives

POSTED October 9, 2024

Learn More About Financial Advisory Firm adds Efficiency with Upgrade to Microsoft Dynamics 365 Business Central

Background A financial advisory firm providing portfolio management was utilizing Microsoft Dynamics GP, but the CFO felt as if it was inefficient, in addition to being at the end of its life for support. While Microsoft is committed to supporting Dynamics GP through the end of 2024, it’s no secret that they are also encouraging current…

POSTED April 17, 2023

Learn More About Real Businesses Share Their ERP Success Stories

Too often, the ERP conversation focuses too much on high failure rates and lofty, but vague promises re: AI and automation, or the hidden power locked inside existing data sets. These tried-and-true bullet points strike the perfect balance between fear and possibility – aka they’re great for selling massively expensive enterprise software. The problem is,…

POSTED October 4, 2022

Learn More About Western Bankers Cashes in on a Successful Dynamics SL to 365 Business Central Cloud Migration

A long-time user of Microsoft Dynamics SL, Western Bankers learned that Microsoft would stop providing mainstream support of the product in 2023.

POSTED September 16, 2022

Learn More About Payment Processing Company Consolidates CRM Systems to Microsoft Dynamics 365 Customer Engagement

Discover how one payment processing company gained a 360-degree view of its customers, insights into buying behavior and patterns, and an understanding of customer lifecycles after moving to Microsoft Dynamics 365 Customer Engagement.

POSTED October 10, 2018

Learn More About Dynamics 365 Business Central: FLOCK Specialty Finance Implements a Flexible ERP for Financial Services Companies

POSTED April 30, 2018

Learn More About UniRush – Prepaid Debit Card Provider Saves Money and Time with Dynamics GP

POSTED April 18, 2018

Learn More About Kay Holdings – Wealth Management Firm Reaches New Heights with Dynamics 365 for Sales

The Challenge: The World of Private Wealth Management Volatile With growing client needs and the rapid changes in the marketplace, Kay Holdings felt their existing CRM system was falling behind. Their existing system lacked the ability to integrate with Microsoft Outlook, which was a major concern to the company’s management team since it was impossible…

POSTED April 16, 2018

Industry: Financial Services