Microsoft Dynamics AX7 for Finance

A complete end-to-end ERP and CRM business solution for financial organisations

In today’s challenging economic environment many financial services companies are striving to differentiate themselves from the competition. However, price, products and distribution models can often be imitated by competitors and financial customers are more demanding than ever. Many companies are finding that the best way to attract and retain customers is to deliver an outstanding customer experience. Whether you specialise in offering products for banking, wealth management, or insurance, Microsoft Dynamics enables your people to develop meaningful and enduring relationships with your customers, while helping to improve profitability and operational efficiency.

Financial services

Take advantage of templates and solutions designed for the Financial Services industry, bolstered by a rich ecosystem of industry partners. With Microsoft Dynamics CRM, you can not only know your customers better but also become truly customer-centric, winning loyalty and trust through personalised client services offered across multiple channels.


Workflow automation helps you streamline key tasks and boost operational efficiencies while freeing your people to pursue their core competencies. Intuitive customization and seamless integration with your existing IT infrastructure help reduce total cost of ownership (TCO) and can extend the value of your IT investments. And with Microsoft, you benefit from the multi-billion dollar investment we’ve made in the cloud, a leading security infrastructure, and a 99.9-percent uptime service level agreement (SLA) with Microsoft Dynamics CRM Online.


Microsoft Dynamics CRM can help your boost profitability, increase customer retention, and proactively manage risk with CRM that’s designed to meet the needs of the banking industry. When your front-line employees are armed with a complete understanding of each customer’s account information, needs, preferences, and interaction history, they are able to cultivate more profitable relationships with those customers.


Streamline key banking processes, such as account onboarding, loan origination, and case escalation, with automated workflows and guided dialogs. Capitalize on cross-sell opportunities, and help ensure that pricing and banking policies are aligned to your retention strategies so you can increase wallet share and improve profitability. Better manage your risk exposure by proactively identifying risk-elevating customer behaviors. Microsoft Dynamics CRM can help you slash operational costs across branches, call centers, and offices by minimizing administrative tasks with intuitive productivity features.