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Dynamics 365
Banking Accelerator

Retail & Commercial Banking solution.

The Banking Accelerator is focused on Retail & Commercial Banking scenarios to optimise customer experiences, improve collaboration, and gain new customer insights.

h

KYC

Deposit Accounts

Checking Accounts

Mortgages

Limits

i

Financial Products

Commercial Loans

Banks & Branches

Prospects

f

Opportunities

Customer 360 form

This banking Customer 360 view shows everything about the person from their profit tier (segmentation), to interaction and activities, to KYC, what financial products they have, and who is within their household. The person (or company) record becomes the source of truth and engagement to deliver the optimal customer experience.

Opportunity and deal form

The opportunity and deal forms show the details of the opportunity included products, requested facilities, limits, and the stages of the overall proposal.

Branch Manager dashboard

Example dashboards both in Dynamics 365 and Power BI are included in the Banking Accelerator. With the example Bank Branch Manager dashboard, the Bank Branch Manager gains analytics and insights into account applications, onboarding stage, referrals and prospects, and which products are most popular.

Benefits

Pre-built entities

Best practices

Retail & Commercial banking focus

Optimised for customer experience

Native CDM support

Watch Dynamics 365 Banking accelerator demo

Pricing

Dynamics 365 Banking Accelerator


Build innovative industry apps with the Banking Accelerator

Free

Per user/month

Dynamics 365 Sales Enterprise


Industry-leading sales force automation with contextual insights and advanced customization capabilities

$95

Per user/month

Dynamics 365 Customer Service Enterprise


Optimize resource scheduling, enable field technicians, and deliver on customer expectations

$95

Per user/month

Power Apps run single apps


Run applications around a single business scenario for an individual user
~

$10

Per user/app/month

Get In Touch

Let us assist you with your Dynamics 365 Banking Journey

3 Spring Street, Sydney NSW 2000

+61 2 9135 2968

info.au@decisioninc.com