Financial Services

Microsoft Dynamics ERP, CRM & Cloud for Financial Services

Solutions that scale with your growth

Microsoft Dynamics GP, Dynamics 365 Business Central, or Dynamics NAV along with Dynamics 365 for Sales / Service for Financial Services companies such a Credit Unions, Insurance Brokers, Stock Exchanges, Auctions, Lending Providers, Mortgage Brokerage, Investment Banking, Mutual Fund Providers, bring immense benefit from the strong out of the box features and functions available.

These advanced CRM and ERP software functions result in faster and more stable configurations, implementations and upgrades at a lower cost than systems that require a significant amount of customization.

The core of most Financial Services organizations are the professionals that shape the ‘Customer Experience’ via the customer’s journey in interacting with Sales, Marketing and Customer Service.  Empower your front-line staff with the 360 degree customer details and tools they need to succeed. 

Not to be overshadowed are the Financial Services industry regulatory and corporate compliance requirements for financial reporting of operations, transactions, shareholder value and cash flow.

Microsoft Dynamics 365 Financial Services
With Microsoft Dynamics ERP (GP or Business Central), Dynamics CRM, Azure and Office 365 Financial Services Companies’ are able to:

• Implement local on-premises or in the Microsoft cloud
• Manage budgets and forecasts
• Oversee payments and charges
• Perform multi-currency management
• Run and post balanced scorecards, business analysis and KPI's
• Efficiently manage cash flow
• Consolidate financial data
• Tight integration with Microsoft Excel and Word
• Calculate per customer profitability
• Utilize inter-company transactions across multiple companies
• Monitor your financial position at any time including setting budgets and forecasts
• Automate cyclical, subscription, annual contract, and usage, metered or tiered billing schedules
• Leverage the power of business intelligence and ad hoc query tools
• Embrace the Microsoft Dynamics Cloud-first Mobile-first design and service based architecture

Here's why you should consider working with us

  • We’re in the top 5% of Microsoft Partners worldwide
  • 30+ years of success
  • Locations across Canada & support in the USA
  • Deep application knowledge
  • Industry-specific business process knowledge
  • Accounting, IFRS, SOX, Tax and audit knowledge

Endeavour Solutions Canada is a Microsoft Gold ERP, Microsoft Gold Cloud, and Silver CRM Partner focusing on consulting, development, implementation, upgrades, support and training for Microsoft Dynamics GP (Great Plains), Microsoft Dynamics NAV (Navision), Microsoft Dynamics 365 Business Central (Cloud-ERP), Dynamics 365 Sales (CRM), Azure Cloud and Office 365. We are one of the top Microsoft Dynamics partners in Canada and a repeat winner of Microsoft's President's Club.

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BI and KPIs for Financial Services Companies

Beyond the Sales, Accounting & Finance KPI dashboards, Endeavour recommends looking at:
  • Profitability per agent
  • % Renewal Rate
  • % Customers with Multiple products  Financial Services KPI
  • Assets by Region
  • Gross Profit per Product Line
  • Profitability per Customer
  • Employee Utilization
  • % Portfolio Growth
  • CSAT and Survey Participation Rates


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