MS Dynamics 365 for Financial Planning

Robust CRM Software Solution for Financial Services

MS Dynamics 365 for Financial Planning

Robust CRM Software Solution for Financial Services

by admin

Personal relationships are the lifeblood of any financial planning business and should always be at the core of everything that’s involved within that company. The difficulty is that relationship building becomes more and more challenging as the numbers of clients increase. When they get to a certain level, it becomes extremely difficult to build those personal connections and relationships, which is ultimately what keeps churn rates low.

In order to maintain those relationships, it is important that advisors are keeping in frequent contact with their clients and most importantly, maintaining that personal touch. That is why here at PragmatiQ Solutions, we believe that it is no longer optional that your financial planning organisation has a Customer Relationship Management (CRM) system – it is essential.

Couple relaxing at home - PragmatiQ Solutions CRM Solutions for Financial Planning

Our Overview Brochure

Learn more about the services we offer and why Microsoft Dynamics CRM could be the right fit for you.

CRM Software Solutions for Financial Planning Organisations

Microsoft Dynamics 365 CRM for Financial Planning covers a whole host of features and functionality needed to manage compliance and business processes in a modern, financial planning organisation. Client relationship management, integrating seamlessly into back office functionality is a must for any business who have multiple customers, processes and transactional elements.

In addition, having the technology that can enable collaboration between you and your clients so you can set and work toward goals, advise on the appropriate investments and provide accurate reports on their portfolio, is the service that customers are demanding in today’s industry. With Microsoft Dynamics 365 CRM for Financial Planning we are certain that this technology supports those goals and offers the following:

  • Customer Relationship Management
  • Embedded PowerBI Dashboards and Real-Time Reporting
  • Deep integration with Office Suite (Mainly Outlook, Excel, OneNote and SharePoint) and LinkedIn
  • Mobile Apps
  • Financial Planning
  • Integrated Document Management
  • Client Portals
  • Client communication and marketing functionality
  • Integrated telephony with Skype for Business

Find Out More

If you would like anymore information on our solution or want to talk to a member of our team, please don’t hesitate to contact us.

MS Dynamics 365 CRM for Financial Services

The financial services industry needs a platform that is more than a single point solution. PragmatiQ Solutions can help your financial services organisation develop a customised CRM solution to help you centralise and manage extensive customer data, streamline and automate processes, develop long-term client relationships, and improve sales and service. Call us on 01908 303724 or email us, to discuss your requirements and arrange a demo. Discover how Microsoft Dynamics 365 CRM solutions with PragmatiQ Solutions will support your financial planning organisation to drive results like never before.


Talk to us to find out how Dynamics 365 will help your financial organisation maintain profitable customer relationships, no matter how quickly you grow.

Would you like to speak to a specialist from PragmatiQ Solutions? Just submit your details and we’ll be in touch shortly. You can either call us between 08:00am and 18:00pm Monday to Friday, or e-mail at any time — we would be delighted to speak about how we could partner with your organisation.