January 24, 2012 TM Group

Financial Services, Insurance & Mortgage Banking

In today’s fast-paced financial marketplace, constantly influenced by regulatory changes, fluctuating markets, and increasing global challenges, financial services industries are under pressure to attract new business and satisfy customers seeking greater economic certainty.  You need to work smarter, not harder, and Microsoft Dynamics is your solution for generating new business and giving your clients confidence and trust in your financial products and services.

Work Smarter with a Comprehensive Solution in a Changing Financial Marketplace

You need to work smarter, not harder, and a comprehensive solution can help generate new business and build customer loyalty. Microsoft Dynamics ERP, Microsoft Dynamics CRM and NetSuite are powerful solutions that will provide a innovative way for financial service businesses to grow, as well as provide the high quality service that your clients expect.  Designed to suit your unique business needs, Microsoft Dynamics ERP and CRM team up with industry specific add-ons to help you streamline operations, optimize profit margins, and manage client relationships with finesse.

Benefits our Financial Services Clients Realize with Industry Specific Add-Ons:

  • Streamlined management of general ledger, payables and receivables, and bank reconciliations
  • Access to real-time balance sheets, income and cash flow statements, and other financial reports
  • Accurate and timely financial documents for regulatory agencies to maintain compliance and good faith with the organizations requiring regular reporting
  • Enhanced insight into your best services and top clients so you can cross-sell and up-sell more efficiently
  • Automated electronic interactions with banks, trading companies, and multi-company interactions