professional & financial services
Less busy work. More trust. Better service.
Speed, accuracy, and compliance aren’t optional in service industries—they’re the foundation. Dynamics 365 and the Power Platform help you deliver on all three by unifying client data, automating critical processes, and surfacing the right insights, fast.
Core Applications for Financial Services
Dynamics 365 Sales & Customer Insights
Build smarter portfolios and serve clients with personalized attention.
Dynamics 365 Customer Service & Contact Center
Support clients quickly and securely across every channel.
Dynamics 365 Business Central
Manage financials, approvals, and reporting with full audit trails.
Power BI
Analyze client performance, portfolio health, and compliance KPIs.
Power Automate & Power Apps
Automate approvals, onboarding, KYC workflows, and more.
| The Pain | The Fix | The Win |
|---|---|---|
|
Siloed client and portfolio data |
Unified profiles with real-time insights |
Better service, better outcomes |
|
Slow, manual approval or onboarding |
Automated flows and digital signatures |
Faster client activation |
|
Compliance tracking is painful |
Built-in audit trails and process mining |
Less risk, more visibility |
|
No clear view of client engagement |
Real-time dashboards and alerts |
Proactive outreach and retention |
Deliver faster service without sacrificing control or compliance
Gain full visibility into client relationships and risks
Automate the busywork that slows down your team
Build trust with transparent reporting and workflows
We help service firms modernize without chaos. TruNorth brings:
- Secure, scalable apps tailored to financial services needs
- Copilot-powered workflows that cut onboarding and support time
- Cross-platform insights that connect the dots
- Compliance-friendly automation built for audit readiness
“TruNorth helped us cut onboarding time by 27% and gave us the transparency we need to serve our clients faster—and smarter.”
