Financial Services

Empower digital transformation in banking and financial services with Microsoft Dynamics 365 and Azure

9 Dots Consulting enables banks, insurance providers, and financial institutions to modernize operations, strengthen compliance, and enhance customer engagement through Microsoft Dynamics 365, Power Platform, and Azure. The firm helps financial organizations connect data, automate processes, and gain actionable insights across finance, risk, and customer service functions, all within a secure and compliant cloud environment.Through data-driven insights and AI recommendations, businesses can optimize merchandising, enhance customer engagement, and drive loyalty. 9 Dots Consulting implements Microsoft Dynamics 365 Commerce solutions that integrate with finance, supply chain, and CRM modules to deliver end-to-end retail visibility and accelerate omnichannel transformation.

Microsoft 365 Finance Management

Optimize Financial Performance with Dynamics 365 Finance

Microsoft Dynamics 365 Finance helps businesses automate and unify their financial operations, delivering real - time insights to improve decision - making and boost profitability. With AI - driven analytics, advanced reporting, and integrated financial management tools, organizations can gain full visibility into their financial health

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Industry Challenges

Legacy systems and manual reporting workflows slow decision-making.
Siloed data across accounting, CRM, and compliance platforms. Increasing pressure to meet evolving regulatory requirements (IFRS, AML, Basel III).
Rising customer expectations for personalized digital experiences.
Cybersecurity risks and the need for robust data governance.

How We Help

9 Dots Consulting helps financial institutions digitize and optimize every core process, from customer onboarding to financial reporting by using Microsoft’s connected business applications:

Dynamics 365 Finance

Strengthen financial control, automate reporting, and maintain global compliance.

Dynamics 365 Customer Engagement (CRM)

Deliver seamless, personalized client experiences across channels.

Power BI

Gain real-time insights into portfolio performance, risk exposure, and customer trends.

Power Automate

Streamline document approvals, client onboarding, and KYC verification workflows.

Azure Cloud & Copilot AI

Securely host data and deploy intelligent AI models to predict customer behavior and detect anomalies.

Add-ons

Microsoft Dynamics 365 Finance
Dynamics 365 Customer Engagement
Power BI & Power Automate
Azure Cloud & AI Services
Application Management & Support
Licensing / CSP Services

Why Choose 9 Dots

9 Dots Consulting is a certified Microsoft Solutions Partner with more than 15 years of experience delivering Dynamics 365, Power Platform, and Azure solutions for financial institutions. The firm combines deep domain expertise and technical excellence to help clients achieve operational transparency, regulatory compliance, and digital agility in a fast-changing financial landscape.

Get Started!

Book a consultation with our ERP specialists today

Operating Hours

Monday - Friday 9:00 am – 6:00 pm
E-mail

enquiry@9dots.com