Microsoft Dynamics: Investment Banking and/or Wealth Management

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Microsoft Dynamics: Investment Banking and/or Wealth Management

Microsoft Dynamics

Overview of Microsoft Dynamics in Investment Banking looks at detailed description, features, benefits, and integration.

Microsoft Dynamics in Investment Banking

  • Microsoft Dynamics provides a platform that helps organizations such as investment banking, which can change market conditions and position themselves for agility and resilience. In 2020, many investment banks have activated workloads that help them adapt to current market conditions to succeed in digital selling, provide full service, and optimize supply chains and distribution.
  • Today, financial institutions continue to face increasing competition to deliver digital experiences, reshaping the way investment banks do business. With the growing competition comes the pressure from customers that expect a more personalized and hassle-free banking experience from banks with mobile and online baking structures, rapidly replacing conventional face-to-face interactions. Tools such as the Microsoft Dynamics 365 Banking Accelerator are now available and comes with an industry-standard data model that enables investment banking and other financial institutions to build intelligent rapidly, and data-driven financial services solutions. These data-driven financial service solutions are relevant in both retail and commercial lines of business, in addition to accelerating time to value for a range of competitive client scenarios.
  • Studies indicate that investment banks benefit from Microsoft Dynamics through AI that is aiding these institutions to realize up to 20-25% cost savings, particularly those related to maintenance, operations, IT, and infrastructure. Some benefits that Microsoft Dynamics provides investment banking include algorithm trading.
  • Microsoft’s Dynamic 365 Banking Accelerator empowers investment banks with consistent, well-structured data necessary for quick yet powerful and innovative solutions. Building off the accelerator makes it possible for partners such as systems integrators (Sis), and ISVs, banks, and developers to speed up the creation of solutions that provide a more comprehensive banking experience.
  • Through software tools, Microsoft Dynamics integrates AI-infused applications that enable investment bankers to use a lot of data to provide sustainable instruments and offer better value. Microsoft Dynamics also provides efficiency, customer insights, sales insights, and risk management.
  • Through Microsoft Dynamic, banks have been able to deal with competition and maintain customer acquisition, loyalty, and long-lasting relationships. Other than the data model, Dynamics 365 Banking Accelerator integrates sample apps, workflows, and dashboards. The integration benefits both commercial and retail banking, in addition to PoweApp, which allows a relationship manager to create and share referrals swiftly, and even manage their appointments.
  • Some common examples of Microsoft’s Dynamics 365 integration include; integrating through standard data sales. In this case, Dynamics 365 synchronizes with Common Data Service, making it easy to connect and synchronize with applications such as Dynamics 365 sales, permissions, and security roles for user accounts in sales. Dynamics 365 also integrates with specific sales integration settings.

Overview of Microsoft Dynamics in Wealth Management

The comprehensive customer service module, possible email integrations, and management of capacity or resources are some benefits of Microsoft Dynamics in Wealth Management.

Microsoft Dynamics in Wealth Management for Operations

  • In Wealth Management for Operations, Microsoft Dynamics aims to help organizations and institutions such as BOFA’s Merrill Lynch to digitally transform the institution by integrating people, data, and processes such as Microsoft Outlook. The result can help to maximize the lifespan of assets while reducing costs and production downtime.
  • Microsoft Dynamics in wealth management is beneficial for finance and operations as it helps to automate and streamline new investments, either with or without investment partners. Through a comprehensive Enterprise Resource Planning (ERP), Microsoft Dynamics provides solutions to investment managers by optimizing customers’ investment decisions and capture growth.
  • Financial advisers prioritize customer service as customers put a lot of trust in their financial advice on various wealth management fronts. Wealth management is a great deal of client data in operations. Thus, using traditional methods such as spreadsheets can only help fragment the client’s data, but it can be risky and insecure. Besides, it can make a wealth management adviser look incompetent and untrustworthy. Through Microsoft Dynamics for wealth management, however, financial advisers can prioritize their customers' interests and understand the goals and preferences of their customers.
  • Customer service is critical as far as wealth management is concerned, and this explains why finance and operations are always prioritizing tools that can improve customer service. The benefits of Microsoft Dynamics in wealth management are prominent in improving customer service through features such as; asset tracking for customers, integrated planning, predictive maintenance, work order management and scheduling, integrated planning, cost control, inventory management, and KPIs.
  • Microsoft Dynamics provides financial advisers with the ability to integrate client-related information and interactions with the help of seamless synchronization of familiar Microsoft Office Operations such as MS Excel, MS Word, and MS Outlook, which has continued to help with email integration. Emails received via Microsoft™ Outlook™ can be set up to automatically attach files to the client record, making it convenient for a financial adviser. Microsoft Dynamics also integrate tools that improve customer service and interactions, such as LinkedIn and Skype.

Best Practices of Using Microsoft Dynamics Investment Banking and/or Wealth Management

Adaptability and Cutting Costs are some of the best practices of using Microsoft and Dynamics Investment Banking and/or Wealth Management.


  • By integrating both Microsoft Dynamics and Microsoft 365 platform for operations, EAMs such as Dynaway can create a robust customer service module through innovative, intelligent, and adaptable business applications.
  • Dynaway Enterprise Asset Management (EAM) is a prime example of institutions that have allowed Microsoft Dynamics and Microsoft 365 platform to acquire its rights and make it natively available for Finance and Operations. By integrating EAM with Microsoft Dynamics, customers can easily plan and predict asset maintenance.
  • As the most widely in-built enterprise asset management, Dynaway EAM has continued to dominate the mid-market and overall enterprise Dynamics ecosystem with the help of both Microsoft Dynamic and 365. Dynaway prioritizes customer satisfaction by focusing exclusively on Enterprise Asset Management, through software used by corporations worldwide.

Cutting Costs

  • Best practices for Enterprise Asset Management is to help customers and financial institutions such as JP Morgan cut costs or avoid costly breakdowns while improving mobile and field-based employees' effectiveness. By efficiently planning and scheduling work orders, back-flush parts and labor, EAMs can automate the creation of quality checks, and keep customers ’tabs on service delivery progress.
  • Asset Management Wave 2 is a prime example of the need for more EAMs to integrate Microsoft Dynamics and Dynamics 365 has ensured that asset management platforms prioritize their customers by optimizing maintenance processes and help with maintenance, planning and execution. The functionality helps to reduce downtime, thus cutting overall maintenance costs.
  • Wave 2’s customer service module is helping financial advisers, particularly in operations, to digitally transform their organizations with the help of Microsoft Dynamics 365, at their own pace. Users can opt into new capabilities at their discretion, making necessary improvements while saving on costs to increase ROI and profitability.

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