Financial Services
Overview
Power Smarter Financial Decisions with a Unified, Client-Centric Platform
In the world of financial services, trust, timing, and accuracy are everything. Whether you're managing client portfolios, advising on investments, or processing insurance claims, fragmented systems can slow you down and expose your business to risk.
Microsoft Dynamics 365 empowers financial service providers with a secure, end-to-end platform to manage clients, automate compliance tasks, streamline operations, and deliver personalized experiences, all while maintaining control and transparency.
BUSINESS BENEFITS
What Financial Services Teams Can Do with Dynamics 365
- Manage client onboarding, KYC, and service agreements digitally
- Track product performance, fees, and financial milestones for each client
- Automate communication around renewals, rebalancing, or follow-ups
- Stay audit-ready with full documentation histories and compliance checklists
- Gain performance, AUM, and advisor productivity insights through dashboards
Advantages
Boost Client Trust, Streamline Compliance & Stay Ahead of Change
Track every touchpoint, meeting, financial goal, investment history, preference, and communication across teams and advisors.
Build workflows that ensure documentation, approvals, and audits are aligned with UAE, KSA, and global financial regulations.
Link client data with investment products, risk profiles, and performance dashboards—so your team always has the full picture.
Turn a lead into a fully onboarded client with automated checks, document collection, and approval stages.
Use AI to surface investment trends, financial behavior insights, and upsell opportunities based on real-time data.
Why Us?
Future-Proof Your Financial Services Business
At Saifee Computers, we customize Dynamics 365 to match your financial practice, whether you serve HNWIs, small business clients, or retail investors.
Custom Client Segmentation & Lifecycle Tracking
Track life events, risk tolerance, and financial journeys
Advisory Workflow Templates
From retirement planning to real estate investments, all in defined processes
Data Privacy & Audit Trails
Role-based access and historical logging meet compliance needs
Multi-Channel Engagement Tools
Email, chat, SMS, client portals, all integrated into CRM workflows
Faqs
Frequently Asked Questions
How is this different from using a standard CRM or accounting tool?
Dynamics 365 is purpose-built for relationship-driven industries. It combines CRM, compliance management, workflow automation, and performance analytics, all in one place.
Does it support regional financial compliance like SAMA (KSA) or UAE Central Bank guidelines?
Yes. Dynamics 365 can be configured to include local KYC requirements, documentation workflows, and approval chains aligned with regional regulators.
Can advisors access client data on the go?
Absolutely. With secure mobile access, advisors can view portfolios, enter notes, and update meetings from any device, without compromising data security.
What kind of financial firms is this best suited for?
Wealth management firms, insurance brokers, loan providers, family offices, and fintechs will benefit most from the platform’s flexibility and compliance-ready design.
FREE DYNAMICS 365 STRATEGY SESSION
Quickstart Dynamics 365 Implementation with a Trusted Partner
- LOCATION : Saifee Computers LLC, Office 2308, Deira Tower, Baniyas Square, Dubai, United Arab Emirates
- TELEPHONE : +971 4 2399525
- MOBILE : +971 54 9931310
- EMAIL : [email protected]
If you have any questions or queries a member of our staff will always be happy to help.
