Financial Services news & resources

evergreen-sa-global-logo.png

sa.global launches evergreen HCM to improve HR in legal and professional service firms

by MSDW Reporter

Data exchange capabilities and a smart Teams interface aim to bring HR into the flow of work

Architecture Construction Dynamics 365 Engineering Finance and Operations Financial Services HR Management Legal Payroll Processing Professional Services

Microsoft Dynamics Partner Roundup: ERP acquisition; Wealth management; Banking integration; PE investment

by MSDW Reporter

A selection of announcements from the Dynamics partner channel

Azure Business Central Customer Relationship Mgmt Dynamics 365 Financial Services Manufacturing Manufacturing Supply Chain Management

Cloud resilience: How to take a risk-based approach in Azure

by James Fox

Why embedding resilience in the cloud will require multiple solutions – and how Microsoft can help

Azure Financial Services Governance, Risk, and Compliance (GRC) Risk Management Security Security

Microsoft Dynamics Partner Roundup: New offering; AEC win; Acquisition; Executive promotions

by MSDW Reporter

A selection of announcements from the Dynamics partner channel

Accounting Customer Relationship Mgmt Data Integration Data Management Dynamics 365 Dynamics GP Dynamics NAV Financial Services
fis_logo.jpg

FIS deploys Modern Banking Platform on Microsoft Azure

by MSCN Reporter

The offering is intended to help banks design, build, and deploy new products and services

Azure BI and Reporting Banking Compute Customer Experience (CX) Development Financial Management Financial Services Integration Payment Processing

Microsoft Dynamics Partner Roundup: Compliance recording; FinTech acquisition; Financial services partner; Supply chain integration; New CEO

by MSDW Reporter

A selection of announcements from the Dynamics partner channel

Azure Business Central Customer Engagement Distribution Dynamics 365 Finance and Operations Financial Management Financial Services Governance, Risk, and Compliance (GRC) Manufacturing Mobile Applications Regulatory Compliance
ionq-logo.png

IonQ adds new quantum computer to Azure Quantum

by MSCN Reporter

IonQ Aria offers 20 Algorithmic Qubits and industry-oriented benchmarks

Automotive Azure Compute Financial Services Insurance
ownbackup-logo.jpg

OwnBackup joins ISV Connect with certified Microsoft Dynamics 365 data protection solution

by MSDW Reporter

Following funding in 2021 to expand SaaS reach, the company has launched OwnBackup Recover for Dynamics 365

Azure Customer Engagement Customer Relationship Mgmt Customer Service Data Archiving Data Management Dynamics 365 Dynamics CRM Financial Services Governance, Risk, and Compliance (GRC) Healthcare Regulatory Compliance
pci_graphic.png

Azure Updates: Defender for Azure Cosmos DB; DDoS; Payment Card Industry Data Security Standard; IoT Central

by MSCN Reporter

The latest Azure updates

Azure Data Migration Databases Financial Services Government Integration Internet of Things (IoT) Payment Processing Regulatory Compliance Security Security
kx_logo.jpg

FD Technologies launches strategic partnership with Microsoft

by MSCN Reporter

Going forward, KX Insights will be embedded in Azure and FD Technologies plans to expand options for the financial services industry

AI and Machine Learning Azure Compute Data Integration Data Management Financial Services Integration

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
More Financial Services Videos

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
More Financial Services White Papers

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
More Financial Services Case Studies

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
More Financial Services Solutions