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Financial Services

Invest in Innovation, Elevate Your Success

Looking for Industry Specific Solutions for Financial Services?

Discover how custom tailored software solutions from Microsoft can optimize financial operations, streamline portfolio management, and enhance client engagement across diverse sectors. From tools to facilitate precision in financial planning to seamless transaction management, Microsoft cloud solutions empower efficiency and innovation, ensuring your financial services firm stays ahead in today's competitive financial industry landscape. Whether you specialize in investment management, banking, or insurance, our adaptable software solutions are engineered to meet your unique needs and drive success in any part of the financial services industry.

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Gain enhanced functionality with streamlined journal and purchase entry management, efficient workflows and approvals, seamless PDF viewing for standardized document conversion, robust dimension tracking, advanced budgeting capabilities, and elevated AI functionality through Copilot to drive innovation with ease.



Facilitate seamless collaboration with intercompany functionality, enabling efficient communication and operations across entities. Additionally, harness consolidated reporting capabilities to gain comprehensive insights and drive informed decision-making with Microsoft-backed integration ensuring seamless connectivity and interoperability across your financial ecosystem.

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Experience heightened visibility and control over financial operations with robust expense management, asset management, and subscription management tools, ensuring efficient tracking and optimization of key business factors. Plus, streamline bank statement reconciliation to minimize errors and discrepancies, with OCR functionality, enabling accurate financial reporting and decision-making.

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How Dynamics 365 Cloud Solutions Help Financial Services Providers Thrive

In today's fast-paced financial services sector, leveraging advanced technology is essential for maintaining a competitive edge. Cloud ERP systems, like Microsoft Dynamics 365, are transforming the industry, providing financial institutions with the agility, scalability, and insights necessary to foster innovation. Discover how implementing Cloud ERP solutions can drive innovation and efficiency across all areas of financial services.

Data Management and Analytics

Microsoft Dynamics 365 solutions utilize advanced tools to gather, store, and analyze data, aiding in informed decision-making and personalized services.

Cost Efficiency

Cloud solutions reduce capital and operational costs by minimizing the need for on-premises hardware and maintenance.

Scalability and Flexibility

Dynamics 365 solutions allow you to easily scale infrastructure up or down based on demand, effectively managing costs and supporting growth.

Enhanced Security and Compliance

Cloud solutions provide robust security and help maintain regulatory compliance with encryption and continuous monitoring.

Collaboration and Remote Access

Dynamics 365 enables secure, efficient remote work and team collaboration with access to shared resources from any location.


Cloud ERPs ensure quick data recovery and minimize downtime with robust disaster recovery solutions to maintain operational continuity.

Get in touch today to learn more about how a cloud ERP like Dynamics 365 can help your financial services business achieve success 

How We Help Financial Services Providers Like You

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- Amy Harada Bradley

"The Kwixand Solutions team worked like they were our business partners during the implementation, not like external consultants. They were always trying to understand what our end goals were and helping us to achieve that result."

Microsoft Solutions Built for Financial Service Providers

Transforming the future of financial services requires cutting-edge tools and innovative solutions. At the heart of our commitment to empowering financial services providers is a suite of powerful tools designed to optimize operations, streamline processes, and drive growth. From Dynamics 365 Finance and Business Central to Microsoft Power BI and Power Automate, our comprehensive portfolio of cloud solutions offers the flexibility and functionality to address the unique challenges and opportunities facing your financial services business. Learn more about how these innovative tools can transform your operations and propel your business forward through the links below.

Dynamics 365
Business Central

Streamlines financial operations, enhances reporting accuracy, and improves decision-making by integrating accounting, sales, and inventory management.

Power BI

Empowers financial service providers with advanced data analytics and visualization tools to transform complex data into actionable insights.

Power Automate

Increases efficiency by automating repetitive tasks and workflows, allowing teams to focus on higher-value activities.

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Dynamics 365

Optimizes financial management with comprehensive tools for budgeting, forecasting, and financial reporting, ensuring regulatory compliance and operational efficiency.


Eliminate Risks With Our Fixed Fee Financial Services Implementation Plans

With extensive experience as a solutions partner in the financial services industry, we understand the vital importance of mitigating risks and ensuring a seamless transition for financial businesses adopting new technology. Our KwixStart Implementation and KwixSmart Implementation plans are designed to provide transparent, fixed-fee solutions tailored to your unique requirements. Discover how these plans can drive success and innovation in your financial operations. Explore more to learn how we can help your financial services business thrive.

KwixStart Implementation

Fixed fee project of $45,000 with a 12 week implementation timeline

Lean fixed fee implementation for Dynamics 365 Business Central

The plan includes a discovery process, data import, and training and support for up to 20 users

Set list of project deliverables with the ability to add additional support.

KwixSmart Implementation

The fixed fee and timeline is determined by the complexity of your company

2 part fixed fee implementations for Microsoft Dynamics 365 solutions

Phase I includes: discovery, functional requirements, project plan & schedule, & proposal document

Phase II includes: ERP implementation, go-live, training, and support

Continued Support with Kwixand Customer Care

Our commitment to supporting financial service providers doesn't end after implementation. Gain peace of mind with ongoing support from a trusted long-term partner with the Kwixand Customer Care Program.


Financial Services Insights

Step into the dynamic world of the financial services industry, where trends, strategies, and innovations converge to shape the future. Uncover a diverse range of insights, expert perspectives, and actionable guidance in our collection of Kwixand blog articles, crafted to fuel success for financial service providers, like yo

Take Control of Your Forecasting and Budgeting

How to Take Control of Your Forecasting and Budgeting

Does your current budgeting, planning, and forecasting process require a significant amount of manual effort? Learn how to control and simplify your forecasting, budgeting, and planning process using Bizview, a fast, scalable cloud planning software that is specifically designed to facilitate and accelerate planning processes.

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