Financial Services news & resources

Why Low-Code Is Becoming the Missing Layer in Financial Services Architecture

Low Code in Financial Services, Part 3: A Practical Example of Internal Workflow Transformation

by Pradeep Raja
Walking through a common but challenging feature request in banking organizations
Business Process Mgmt Copilot Copilot Studio Dataverse (CDS) Financial Services Governance, Risk, and Compliance (GRC) Power Apps Power Automate Power BI Power Platform Security Workflow Management
Why Low-Code Is Becoming the Missing Layer in Financial Services Architecture

Low Code in Financial Services, Part 1: Addressing Six Recurring IT Pain Points

by Pradeep Raja
How Power Platform helps banks achieve performance goals without compromising governance
Financial Services Governance, Risk, and Compliance (GRC) Power Platform Regulatory Compliance Security
ChandlerCX

ChandlerCX acquires finance industry customer engagement vendor Novagentic

by MSDW Reporter
Novagentic founder Neil Benson will be Chandler's new chief product officer
AI and Machine Learning Azure Customer Engagement Customer Experience (CX) Customer Service Dynamics 365 Financial Services Power Platform

Microsoft Dynamics Partner Roundup: Ag sales, commodity accounting; AI Agent initiative; New executive chairman; Solutions partner

by MSDW Reporter
A selection of announcements from the Dynamics partner channel
Agriculture Copilot Customer Engagement Dynamics 365 Finance and Operations Financial Services

Azure Partner Updates: Optimization capabilities; AI partnership; Generative AI platform

by MSDW Reporter
The latest Azure partner updates
AI and Machine Learning Azure Compute Development Financial Services Healthcare Insurance Integration

Microsoft Dynamics Partner Roundup: Financial spreading; Banking Partnership; New HQ

by MSDW Reporter
A selection of announcements from the Dynamics partner channel
BI and Reporting Banking Business Central Customer Engagement Data Integration Dynamics 365 Finance and Operations Financial Management Financial Services

Azure Partner Updates: Automotive AI; Insurance platform; AI for tax

by MSCN Reporter
The latest Azure partner updates
AI and Machine Learning Automotive Azure Compute Development Financial Services Insurance Integration Tax Management
BNY Mello

BNY Mellon brokers strategic partnership with Microsoft

by MSDW Reporter
BNY Mellon teams up with Microsoft for scalability, AI in the cloud
AI and Machine Learning Azure Compute Customer Experience (CX) Customer Service Data Management Financial Services

Microsoft Dynamics Partner Roundup: FinTech Integration; Retail apps in AppSource; Event presenter

by MSDW Reporter
A selection of announcements from the Dynamics partner channel
Business Central Dynamics 365 Dynamics AX Dynamics NAV Finance and Operations Financial Services Manufacturing Retail Retail POS

Azure Partner Updates: Cloud partnership; Biomedical data analytics; Document analytics

by MSCN Reporter
The latest Azure partner updates
AI and Machine Learning Azure BI and Reporting Compute Data Management Databases Development Document Management Financial Services Integration Life Sciences

LATEST VENDOR RESOURCES

We Fixed These D365 Performance Nightmares – Here’s How | WEBINAR

XPLUS

GP Payroll Sunset Strategy; How to Plan for Your Payroll Transition

Integrity Data

Deployable Agents Tailored to Your Payables Needs

Fidesic

Customer Spotlight Video: Provance and Leeds City Council

Provance

Struggling to Scale Regression Testing in Dynamics 365 From Manual Effort to Autonomous Coverage

XPLUS
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Leading with AI in Financial Services: From Automation to Intelligent Finance

AlfaPeople
How financial institutions can use Microsoft AI to improve operations, decisions, and customer experiences.
AI Agents Business Central Copilot Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Finance and Operations Financial Services Project Operations

The Partner's Guide to Assessing AP Transformation Risk During Dynamics GP-to-BC Migrations

Mekorma
A practical guide to reducing AP risk during GP to Business Central migrations.
AI Aerospace & Defense Agriculture Architecture Associations Automotive Boating Business Central Check Printing Chemicals Construction Consumer Goods

The Hidden Cost of Your Microsoft Dynamics Stack: Why ERP and CRM Integration Debt Is Holding You Back

Bluefort
Stop paying the hidden cost of disconnected ERP and CRM data.
AI Agents Aerospace & Defense Agriculture Architecture Associations Automotive Boating Business Central Business Process Mgmt Chemicals Construction Consumer Goods

Terminal Velocity: The D365 Finance Payment Playbook

Bluefort
The biggest barrier to finance velocity in D365 Finance may not be your ERP, it may be the payment architecture sitting around it.
AP Automation Aerospace & Defense Agriculture Architecture Associations Automotive Billing Boating Chemicals Complex Billing Construction Consumer Goods

Stop Paying to Collect Payments: The Payment Automation Playbook for Business Central

Bluefort
The hidden cost of payment processing in Business Central isn’t the payment. It’s everything that happens after it.
AP Automation Aerospace & Defense Agriculture Architecture Associations Automotive Billing Boating Business Central Chemicals Complex Billing Construction
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Bank Avera modernizes accounts payable with Microsoft Dynamics 365 Finance

AlfaPeople
Bank Avera transformed its paper-based accounts payable processes with Microsoft Dynamics 365 Finance and Invoice Capture. With digital approvals, cloud-based operations, and integ
Copilot Dynamics 365 Finance and Operations Financial Management Financial Services

How a Leading CPA Firm Modernized Finance—and Closed the Books in Just 3 Days

Velosio
Outgrowing QuickBooks: How Berkowitz Pollack Brant Built a Scalable ERP Foundation for Growth
Dynamics 365 Finance and Operations Financial Services Professional Services Tax and Accounting

Financial Advisory Firm Gets Immediate ROI from Upgrade to Dynamics Business Central

Velosio
One financial advisory firm upgraded to the cloud for immediate cost savings and better data management
Business Central Dynamics 365 Financial Services

Rio Marine Shortens Their Payment Cycle by 75% with Mekorma

Mekorma
Now able to build batches, get approvals, and print checks or create ACH files within a single day
AP Automation Aerospace & Defense Agriculture Architecture Associations Automotive Billing Boating Business Central Chemicals Complex Billing Construction

Beyond Checks: How Mekorma Streamlined AP for Senior Living Facilities

Mekorma
This senior housing operator cut checks — and boosted efficiency — with Mekorma
AP Automation Accounting Aerospace & Defense Agriculture Architecture Associations Automotive Billing Boating Business Central Business Performance Mgmt Business Process Mgmt
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The emfluence Marketing Platform for Microsoft Dynamics

The emfluence Marketing Platform is a marketing automation solution built to work hand-in-hand with Microsoft Dynamics 365...
Dynamics 365 Dynamics CRM Dynamics Marketing Education Financial Services Healthcare Insurance Manufacturing Marketing Automation Sales & Marketing

Guide to Choosing Your Payment Hub Subscription

Mekorma Payment Hub offers three subscription tiers, but how do you choose the best one for your organization? Use this guide...
AP Automation Accounting Aerospace & Defense Agriculture Architecture Associations Automotive Banking Billing Boating Business Central Check Printing

BI4Dynamics AX - Business Intelligence for Microsoft Dynamics AX

BI4Dynamics AX is a standardized business intelligence solution on top of Microsoft Dynamics AX that covers all main...
Aerospace & Defense Agriculture Architecture Automotive BI and Reporting Boating Chemicals Construction Consumer Goods Data Warehousing Design & Decorating Distribution

BI4Dynamics NAV - Business Intelligence for Microsoft Dynamics NAV

BI4Dynamics NAV is a standardized business intelligence solution on top of Microsoft Dynamics NAV that covers all main...
Aerospace & Defense Agriculture Architecture Automotive BI and Reporting Boating Chemicals Construction Consumer Goods Data Warehousing Design & Decorating Distribution
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