Transforming Financial Operations with Microsoft Dynamics ERP, CRM for Financial Services — Powered by Seculum
In the financial services industry, precision, trust, and speed define success. Whether you're running a private equity firm, a fintech startup, an insurance provider, or a full-scale banking operation, managing clients, compliance, and core financial operations requires seamless coordination. That’s where Microsoft Dynamics ERP, CRM for Financial Services, implemented by Seculum, becomes your competitive advantage.
Price 189 CAD/hour
Why Microsoft Dynamics ERP for Financial Services?
Financial institutions face strict reporting obligations, data sensitivity, and complex account structures. With Microsoft Dynamics ERP for Financial Services, firms gain:
- General ledger, AP/AR, and multi-entity accounting
- Investment, fund, or policy-based revenue tracking
- Automated financial reporting and audit preparation
- Compliance support (IFRS, SOX, Basel, local regulations)
- Risk-adjusted performance monitoring
Seculum configures Microsoft Dynamics ERP to reflect your structure, whether you're managing portfolios, policies, or accounts across regions.
CRM Tailored for Financial Client Relationships
Clients expect personalized service, fast response times, and full transparency. Microsoft Dynamics CRM for Financial Services helps firms:
- Manage client onboarding and KYC workflows
- Track lifecycle engagement for accounts, funds, or claims
- Segment customers by value, risk, or profile
- Integrate service history, case management, and support channels
- Enable advisor, agent, or relationship manager dashboards
Seculum ensures that your CRM is not just a contact database—but a relationship intelligence engine.
Why Seculum?
Seculum brings together deep industry expertise and Microsoft-certified technology knowledge. We understand financial workflows, security mandates, and user needs—and deliver:
- Secure implementation of Microsoft Dynamics ERP, CRM for banks, insurers, lenders, and fintechs
- Data migration from legacy core systems
- Integration with BI platforms, payment gateways, and customer portals
- Onboarding, training, and post-launch optimization
From client engagement to compliance to reporting, we help you turn complexity into clarity.
What is the price of Microsoft Dynamics ERP, CRM for Financial Services?
Pricing varies based on user count, regulatory requirements, and system complexity. Seculum offers ERP and CRM solutions for financial firms starting from $32,000 , with enterprise pricing available for larger implementations.
Is Microsoft Dynamics secure enough for financial data?
Yes. Microsoft Dynamics ERP, CRM for Financial Services meets global data security standards including ISO/IEC 27001, GDPR, and SOC. Seculum configures data access, encryption, and user permissions according to industry best practices.
Can Seculum integrate Dynamics with our existing banking or insurance systems?
Absolutely. Seculum specializes in integrating Microsoft Dynamics with core banking, policy administration, loan servicing, and customer engagement platforms—ensuring seamless data flow and business continuity.