Get started with Microsoft Cloud for Financial Services solutions powered by Dynamics 365
Microsoft Cloud for Financial Services offers a comprehensive set of solutions for the financial services market. Bringing together capabilities from Microsoft Dynamics 365, Microsoft 365, and Microsoft Azure, Microsoft Cloud for Financial Services expedites a financial services organization’s ability to roll out solutions.
For more information, go to What is Microsoft Cloud for Financial Services?.
As part of Microsoft Cloud for Financial Services, Dynamics 365 provides the following financial services solutions:
Unified customer profile: Gain customer insights with a complete view of the customer.
Unified client profile for wealth management: Gain client insights in a clear and intuitive manner.
Customer onboarding
- Loan onboarding: Streamline the customer loan process.
- Onboarding application: Orchestrate any financial onboarding process through a transparent and flexible experience.
Customer intelligence: Engage with customers with relevant insights.
Intelligent appointments: Provides customers and banking contact centers with a meeting and scheduling experience.
To learn more about the comprehensive set of solutions offered by Microsoft Cloud for Financial Services, and to learn how to configure and work with Microsoft Cloud for Financial Services, go to Videos and learning resources for Microsoft Cloud for Financial Services.
Compliance
Go to this article: Compliance in Microsoft Cloud for Financial Services
See also
Licensing Support Deploy Microsoft Cloud for Financial Services solutions powered by Dynamics 365 What is Microsoft Cloud for Financial Services?