Financial Services & Asset Management 

The Microsoft Dynamics Professional Services & Financial Asset Management (PS&FAM) Industry Solution enables organisations to better manage their human, financial and fixed assets so that profits generated by the organisation’s specialised knowledge, experience and talent can be maximised.

Benefits

The Microsoft Dynamics PS&FAM Industry Solution provides processes, controls and reporting functions on the one comprehensive, end-to-end, integrated and flexible business system platform. This platform ensures that there is no double entry of information and facilitates the automation of business processes where logic steps can be applied.

Additional benefits of this solution include:

  • Fast and accurate invoicing without double handling
  • Budget and profit reporting at multiple levels including branch, client, department, product, project, job and task, as well as detailed reporting of human and other resource usages, for better decision making and more effective setting of prices
  • Flexible and easy-to-use ad hoc analysis tools that provide detailed insights into operations and performance to investigate or exploit new opportunities - including unlimited dimension “slice & dice” and “drag & drop” facilities with “drill-downs” in a real-time and date-based environment
  • Fast access to client, job and financial asset information for exceptional customer service
  • Clear and intuitive information presentation formats to communicate information to stakeholders and customers in a timely and professional manner, including automated emailing of PDFs to save administration time
  • Entry of timesheet and expenses details in a range of formats and tools for ease and efficiency
  • Efficient and accurate payment of salaries and wages, as well as expenses, within the one Microsoft Dynamics system
  • Tight control of financial and operational processes so that your corporate policies and best practices are followed
  • eCommerce facilities fully integrated with the “back-end” including graphical reporting, job history and status, account self-service including invoices and statements, providing excellent 24/7 customer service and saving significant administration time
  • Automated notifications/warnings of user-defined events, for example if clients are over credit limits/terms

     

  • Integrated CRM facilities with the use of profiling and client histories to intelligently communicate with clients and prospects, including the use of bulk emails, to better utilise your existing client base for greater sales revenue with lower sales effort

Hands-on Systems Expertise & Experience

Hands-on Systems has been implementing business solutions into the Professional Services & Financial Asset Management industry for over 15 years and has specialised in Microsoft Dynamics for over 10 years.

For more information about the Professional Services & Financial Asset Management Industry Solution, please contact Hands-on Systems.