Dynamics 365 for Finance & Insurance – guide & partners

Claims Management

Process for registering, investigating, assessing, and settling insurance claims from policyholders efficiently and traceably.

Regulatory Reporting and Compliance

Automated collection and reporting of financial data according to current regulations such as IFRS, Solvency II, and MiFID II.

Customer Onboarding (KYC/AML)

Structured process for identifying and verifying new customers (Know Your Customer) and preventing money laundering (Anti-Money Laundering).

Portfolio and Asset Management

Management of financial assets and investment portfolios, including analysis, risk assessment, and reporting to customers and authorities.

Actuarial Analysis and Pricing

Using statistical models and large datasets to calculate risk, price insurance products, and ensure financial stability.

Financial Advice

Process for documenting and following up on advice to private and corporate clients, ensuring traceability and compliance with regulations.

Adapting to Evolving Regulations

The industry is heavily regulated (IFRS, Solvency II, GDPR, AML), requiring flexible systems that can adapt to new reporting requirements and laws.

Managing Large and Complex Data Volumes

The ability to collect, store, and analyze large amounts of transaction and customer data from various sources securely and efficiently.

Modernization of Legacy Systems

Many companies rely on older, custom-built systems that are costly to maintain and difficult to integrate with modern applications.

Meeting Increased Customer Expectations

Customers today expect fast, digital, and personalized service, which places high demands on CRM systems and multi-channel availability.

Risk of Data Breaches and Cybersecurity

Handling sensitive financial information and personal data requires built-in security solutions and processes to protect against internal and external threats.

Inefficient Manual Processes

Manual steps in processes such as reconciliation, reporting, and claims handling lead to a higher risk of errors, longer lead times, and increased administrative costs.

The core for complex accounting, group consolidation, and regulatory reporting. Manages the strict financial requirements of the industry.

Supports processes for financial advising and sales of complex products (B2B/B2C), including pipeline management and customer dialogue documentation.

Central for case and claims management. Provides a unified process for handling customer cases from first contact to closure.

Optimises customer interactions via telephone and digital channels, linking them with relevant customer data and cases in real time.

Creates a 360-degree customer view by combining data from various sources, enabling personalisation, segmentation, and proactive service.

An option for small or medium-sized financial companies, fund brokers, or insurance brokers needing a more standardised, all-in-one business system.