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Financial Services
As large institutions continue to expand, small to midsize financial services firms must drive the costs of internal processes down and continually provide better customer service to grow their businesses in the face of strong competition. New and innovative strategies are required to remain competitive, to create growth opportunities and to continue to increase profitability.
These challenges are causing financial services firms to change the way they manage operations and focus on client relationships. With the right solution, you can effectively support your clients with more value-added services while streamlining business processes and lowering your costs.
Our one-stop Microsoft Dynamics solutions provide holistic client information by drawing on multiple data sources and then delivering information to users through a variety of intuitive tools that are built to easily integrate with Microsoft Office system applications. By giving your customer-facing advisors and representatives access to the right information at the right time, Microsoft Dynamics can:
- provide greater client insight,
- improve customer service,
- and help your firm attract and retain profitable clients.
Microsoft Dynamics GP , combined with Microsoft Dynamics CRM for financial services firms, provides you with a:
- comprehensive view of the client,
- improved customer service,
- reduced administrative burden for financial advisors,
- and a seamless link with the customer.
Dynamics GP Accounting
- Comprehensive end-to-end financial accounting and reporting functionality.
- Module suites include electronic banking, purchasing and requisition management, payroll, human resources and more.
Specialized modules and sub-ledger solutions for Asset Management, Investment Firms and Investment Funds
We also provide time-saving sub-ledger solutions and modules for a variety of capital management organizations including:
- Asset Managers
- Investment Firms and Investment Funds
- Private Equity firms
- Hedge Fund managers
- Mutual Fund managers
- Institutional and Retail Asset managers
- Retirement & Pension managers
- Venture Capital companies
- Real Estate Investment firms.
These specialized modules and sub-ledger solutions eliminate manual processes, and streamline workflows thereby reducing cost, risk and complexity:
- Expense Allocation solution
Allocate management costs and expenses across various funds based on Net Asset Values (NAV) or other business rules. - Mortgage (or other investment) sub-ledger
Track details of all mortgage agreements, including interest rates, terms, principal amounts, security, and interest reserves. Sub-ledger can be customized to track other complex investments.
Dynamics CRM Sales, Marketing, Relationship, and Service Management
- Configurable contact, activity, communications and marketing campaign management.
Document Management Intranets and Portals
- Document scanning solutions combined with SharePoint portal server solutions
Business Intelligence and Reporting
- Microsoft FRx financial reporting or OSR Business Intelligence, our Excel based one stop reporting and budgeting solution that reports off both Dynamics GP and Dynamics CRM.
NEXT STEPS
Get started today! Contact Rimrock for more information or to talk to one of our Microsoft Dynamics experts.
| Microsoft Dynamics for Capital and Fund Managers |
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