Prepared for Mike F. | Delivered September 15, 2020
Microsoft Dynamics: Investment Banking and/or Wealth Management
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To have an understanding of how to use Microsoft Dynamics cases in financial operations functions like investment banking and/or wealth management.
Microsoft Dynamics for Investment Banking
Microsoft Dynamics 365 for
is designed specifically to meet the needs of investment bankers and support staff by offering industry-specific functionality.
It enables investment bankers to better
manage client opportunities
and relationships and helps sales, trading, and
build and leverage superior client knowledge. It also delivers timely intelligence on the profitability of complex opportunities and required action on deals.
This solution complies with the
privacy and security requirements
of the current regulatory environment and allows users to draw on back-end data to segment customers and prospects for team assignment and decision support specialization.
Some of the key benefits of Microsoft CRM for investment banking include
financial account management
, deal management,
, deal history, fund management, project management, among others.
Microsoft Dynamics for Wealth Management
Microsoft dynamics 365 for
, built by
. is a complete solution for wealth and asset management firms, investment managers, trust and fiduciary services, private banks, and family offices.
The solution seamlessly integrates with
, Outlook, Exchange, and a host of other third-party applications.
It helps users to leverage a holistic,
of a critical client and investment data, and deliver a digital, holistic client experience.