Banking: Stand Out from the Competition

A centralized hub for streamlined customer-centric operations, ensuring a holistic approach to meeting demands for instant, personalized service. AI and Copilot infused, it enables banks to seamlessly manage their diverse activities across multiple channels through:

• A customer-centered approach
• Better marketing
• Empowering employees
• A 360-degree view of customers
• Efficient onboarding
• Sales management

A complete solution built on Dynamics 365 Finance that enables you to automate the processes needed to set up and maintain multiple entities effectively and efficiently:

• Consolidate hundreds of entities on multiple levels in minutes, regardless of complexity, using just a couple of clicks
• Build workflows that simplify and secure processes by supporting master data management and segregation of duties
• Use a single workflow to manage multi-entity transaction imports
  Take advantage of robust, flexible fund accounting
• Quickly set up entities and keep them synchronized

A centralized, rules-based engine that transforms raw financial activity into clean, auditable, and compliant accounting—before it reaches your ERP:

• Ingest and standardize data from dozens of operational systems at high volume
• Apply complex accounting logic (e.g., revenue recognition, allocations, intercompany) consistently and in real time
• Ensure every transaction is audit-ready, traceable, and compliant with standards like IFRS 17 or ASC 606
• Eliminate Excel workarounds and reduce IT dependency by putting Finance in control of business logic
• Speed up the financial close and gain real-time visibility without overwhelming the general ledger

A powerful solution that leverages Microsoft Fabric, Azure tools, and more to help you overcome data challenges by providing a unified platform for seamless data integration and comprehensive analytics capabilities:

• Provides scale and flexibility for enterprise-wide dashboard initiatives most traditional data warehouses don't offer
• Expedites the solution development process and achieves timely results by eliminating the need to build a solution from scratch
• Enables standardized process, reduced errors, and improved overall quality in solution development
• Manages data solutions of different scopes and complexities, providing guidelines for data requirements, facilitating scalability and adaptability to specific needs
• Provides a common framework with a single source of trust that teams can use to work together effectively

An end-to-end data management framework that helps you meet modern sustainability goals and ESG standards. AI-infused with deep data capabilities, it supports all your ESG data collection, local taxonomy tooling and compliance reporting needs:

• Easily collect, centralize, and manage data related to environmental metrics and generate a complete view of sustainability and ESG performance
• Generate interactive dashboards and reports to visualize your ESG data, enabling more informed decision-making and transparency in sustainability reporting
• Leverage "what-if analysis" and get insights into the impact of changes in energy consumption and operational practices on emissions and sustainability goals
• Use auto-generated sustainability reports to help save time and resources while ensuring accuracy and consistency