Key Dynamics_BFSI Updated


Keydynamicssolutions1164

Uploaded on Dec 9, 2025

Category Business

Key Dynamics Solutions – Transforming BFSI with Intelligent Digital Innovation Key Dynamics Solutions empowers the Banking, Financial Services, and Insurance (BFSI) sector with modern, secure, and scalable digital solutions. From intelligent automation and AI-driven risk management to streamlined operations and enhanced compliance, we help BFSI organizations improve efficiency, strengthen customer experiences, and drive sustainable growth. With deep domain expertise and advanced Microsoft Dynamics 365 capabilities, Key Dynamics Solutions delivers end-to-end transformation tailored for the financial industry.

Category Business

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Key Dynamics_BFSI Updated

BFSI Industry 01 COMPANY OVERVIEW 02 VALUE PROPOSITION 03 KEY DIFFERENTIATOR Agenda 04 ERP 05 CRM DATA & BI 06 07 SUCCESS STORIES We are a trusted provider of ERP and CRM solutions, specializing in Dynamics 365, Azure Data & BI Services, Microsoft Power Platform, AI & ML, CRM and Mobile App Development Services. DOMAINS Global Presence Banking Insurance Financial Services NBFCs Fintech o Retail Banking o Life Insurance o Capital Markets o Consumer Finance o Digital Wallets & GDA Hubs in Bangalore o Corporate Banking o Health Insurance o Asset Management o Vehicle & Housing Payment Gateways o Digital Banking o General Insurance o Mutual Funds & SIPs Loans o Buy Now, Pay Later Ireland o Neo Banks o Reinsurance o Wealth Management & o Gold Loans & (BNPL) Dubai o Private Banking & o Microinsurance Financial Advisory Microfinance o Crowdfunding Platforms Wealth Services o Bancassurance o Investment Banking o Leasing & Hire o InsurTech & Robo- Delhi o Core Banking o Claims o Brokerage & Securities Purchase Advisory Systems Management & o Pension Funds & o Peer-to-Peer (P2P) o Blockchain-based Tecno-Functional Team o Payments & Underwriting Retirement Planning Lending Financial Services MS Implementation Partner Settlements o Venture Capital & Private o Digital Lending o RegTech o ATM & Branch Equity Platforms o Open Banking APIs Operations Notably Successful Vision CERTIFIED BUSINESS MODELRESOURCE Projects Globally Empowering businesses with • Fixed cost Implementation smart, growth-driven • 60+ experienced professionals • Time & material Implementation 50+ solutions. • Team with 10+ years of average • Business Consulting- Assessment, Mission experience 100% Customer Analysis and Guidance • 20+ Microsoft certified resources • User training Retention Delivering tailored systems • Tecno-Functional Team • Project Support & Maintenance to streamline operations and • Resource Augmentation drive business success. SUCCESSFUL Seasoned PROJECTS TECHNOLOGY FOCUS Professional Services • 50+ projects successfully • Dynamics 365 (Finance & Supply • ERP & CRM delivered across 6+ continents Chain Mgmt, CE & Business Central) • DATA & BI • 25+ New Implementation • MS Power Platform With a6vera0ge +10+ • Power Platform • 20+integrations • Azure Data & BI years of Industry • AI & ML • 6+ upgrades • AI&ML Services • App Development experience• 3+ data migration (ELT • iOS, Android apps Key Differentiators Current Challenges We can help you to Desired • Fragmented data fill this GAP •OuUnticfieodm plaetfsorm for all data • Inefficient processes • Workflow automation • Operational blind spots • AI chatbots • Limited insights TO • Real‐time insights • Manual tasks • Seamless integrations and more! Template & Pre-Built Risk & Technical COE Repository Data Expertise Accelerators Compliance Libraries Frameworks Reducing delivery Reducing project Achieved 99.5% data Successfully used in Ensure 100% time by up to 15– efforts by 15-20% accuracy in migration 10+ implementations, adherence to GDPR, 20% through Readily through 100+ Readily for previous clients. delivering faster time- SOC, ISO, or other reference for Coding reusable templates to-value. relevant compliance best practices, & . available based on standards. OEnvevrir 9o0n%m ecenrtt iBfircaanticohni ng Repfreerveniocues f oprr orejeucste of rate in re. levant custeoxmpiezraiteionnc,e Psower Pre-tested scripts save up Reduce risk exposure up to to 4 weeks of manual Deployment accelerators technologies among Platform extensions, Power 30% with automated reduce implementation COE team members BI reports migration effort. monitoring tools.timelines by up to 25%. BFSI – Industry Overview, Challenges & Solutions The BFSI sector is rapidly evolving with digital payments, Insurtech, and lending innovations—but faces ongoing challenges in agility, customer satisfaction, and efficiency. Key Trends BFSI - Global Market Growth Report Composable Biometric BFSI Security Market Applications Authentication B2Sia025ze nbyk, 2i0n20g-2 0f3o0 (rUmSD s the largest sub- The Latest Trends in sBeillicont)Autonomic RegTech or, followed by 2025-05-28 at Systems BFSI 10.28.08 $P6M4.0 Band NBFCs (N1o2n.9- % Global Market Generative AI Open Banking Banking Fina CAGR 2024-2030 Privacy Enhancing Payment al Companies). Computation Processing 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 Industry Brief Banking – Retail, Corporate, Digital Insurance – Life, Health, General Capital Markets / Investment Services NBFCs & FinTech's Banking – Retail, Corporate, Digital At Key Dynamics Solutions, we help retail, corporate, and digital banks streamline operations, enhance CX, and ensure compliance using Microsoft Dynamics 365 and Power Platform. From onboarding to fraud prevention, we deliver smart, scalable, end-to-end solutions. Why Choose Us for Challenges KDS Solutions Tech Stack BFSI? Manual KYC and legacy Digital onboarding and system bottlenecks workflow automation Proven Banking Expertise Power Power D365 Customer Apps Automate Insights 60% Faster Onboarding Compliance complexity Compliance tracking (KYC/AML, RBI and auditing guidelines) 360° Customer D365 Azure Intelligence Compliance Center Policy Fraud AI/ML-based Real-Time Fraud in digital transactions fraud detection Protection D365 Azure Enhanced Customer Siloed customer Unified customer Fraud Protection AI Engagement data across channels view and centralized data 50% Lower Operational Costs Microsoft D365 Sales Dataverse & Marketing Regulatory Compliance Simplified What Sets Microsoft Domain Measurable Scalable Rapid Tech Stack Knowledge Business Impact & Secure Deployment Key End-to-end on Focused BFSI Proven results in Built on Azure Go live in Dynamics Dynamics 365 & Power experience, not speed, compliance, Cloud & weeks, not Platform generic CRM work CX Dataverse months Apart Insurance – Life, Health, General Key Dynamics Solutions empowers insurers to automate workflows, enhance customer experiences, and ensure compliance using Microsoft Dynamics 365 and Power Platform. Challenges KDS Solutions Tech Stack Why Choose Us for Insurance? Fragmented policy Centralized policyholder holder data platform Insurance-Specific Expertise D365 Customer Service Fast, Automated Poor customer service AI-powered virtual Workflows experience agents and case management 360° Policyholder View Power Virtual Omnichannel for Agents Customer Service AI-Driven Engagement Low engagement post- Automated policy issuance communication for renewals & service alerts Real-Time Fraud Detection & Power D365 Compliance Automate Marketin g Manual claims and Streamlined workflow 50% Lower Operational underwriting workflows automation Costs Power Azure Logic Faster Renewals & Better Automate Apps Retention What Sets Policy Claim Processing Customer Regulatory Compliance & Issuance Time Efficiency Retention Rate Automation Audit Readiness Key ↓ 60% ↑ 50% faster with ↑ 25–30% with Handles SEBI, 100% traceability & Dynamics AI verification automated MiFID, KYC reportingrenewals/reminders Apart Capital Markets / Investment Services Key Dynamics Solutions helps investment firms enhance client engagement, insights, and compliance with smart, secure solutions built on Microsoft Dynamics 365. Challenges KDS Solutions Tech Stack Why Choose Us for Investment Services? Disconnected client Unified investor profiles relationship data & interaction history Domain-Driven CRM & Advisory Tools D365 Sales Real-Time Analytics for Limited investor Real-time insights into Smarter Decisions behaviour analytics customer behaviour Personalized Client Power Azure Engagement D365 Marketing, Customer BIInsigShynatpsse Regulatory pressure Predictive risk modelling Regulatory Compliance & and risk forecasting and alerts Audit Readiness gaps Azure Power BI ML Forecasting Predictive Intelligence Lack of personalized Personalized marketing advisory services and advisory content Seamless Integration with Trading Platforms D365 Customer Marketing Insights What Sets Investor Advisor Client Compliance Portfolio onboarding productivity retention readiness visibility Key time ↓ 50% with automated ↑ 35% via unified CRM & ↑ 25% through 100% audit-ready Real-time with Dynamics workflows dashboards personalized outreach with automated logs Power BI integration Apart NBFCs & FinTech's Key Dynamics Solutions empowers NBFCs & FinTech's to accelerate lending, enhance customer experiences, and scale securely with Microsoft's robust digital platform. Challenges KDS Solutions Tech Stack Why Choose Us for NBFCs & FinTech's? Manual loan origination End-to-end digital loan and credit processing origination Fast, Digital-First Lending Power Azure Apps APIs High digital AI/ML-powered fraud Seamless Customer competition and scoring engine Journeys customer churn D365 Fraud Azure Intelligent Credit & Risk Protection AI Scoring Fraud risks in fast Demand forecasting and digital lending cycles behaviour segmentation Scalable for Rapid Growth Azure Power ML BI Compliance-Ready & Secure Disconnected Integrated digital platforms across platform for scalability services Data-Driven Decisions Azure Integration Dataverse Services What Sets Speed & Customer Risk & Growth & AI for Risk Efficiency Experience Compliance Scalability Key Fast, Digital-First Lending Seamless Customer Intelligent Credit & Risk Scalable for Rapid Credit scoring & Dynamics (Power Apps, D365) Journeys (Omnichannel, Scoring (AI/ML) Growth (Azure, fraud detectionReal-time) Dataverse) Apart Key Highlights & Value Proposition  Business Consultants & Technology teams collaborate to align the Key Highlights client’s project goals and needs, using industry best practices.  Covering the full spectrum of technologies, from classic to cutting- edge, for a seamless digital transformation. Customer Education & Enablement Multi-Channel Training Content | Localized & Multi-  Offshore delivery model make our projects cost effective. Language Training Support | Proactive User Engagement Strategies | Market trends update Up to 60% faster adoption of new system organization wide Value Proposition Comprehensive E2E Services Strategy | Process consulting & re-engineering | Design | Business Domain Expertise Implementation | Continuous Improvement Services | in-depth domain knowledge to address specific Cross-functional team collaboration industry challenges cutting down up-to ~30% unnecessary customization costs. Saves up to 20% project time while delivering future proof solutions. Tailored Solutions Cost-Effectiveness Customized workflows with full lifecycle support. Scalable solutions | Template Repository | Technical library Improved Efficiency, CSAT, NPS | Test case repository | Technical COE | Offshore delivery model Saves up to 30% on recurring cost Measurable ROI Innovation and strategy for tangible Risk & Compliance value, guaranteeing  real ROI over a longer Automated Risk Assessment |Regulatory-Ready ERP duration, including build-in inflation -adjustments Solution | GDPR & SOX Compliant Framework | AI-Driven and time to market  Compliance Alerts & Notifications Reduced risk exposure up to 30% with automated monitoring tools. Our Unique Proposition We bring deep understanding of issues and challenges across industries and Key Benefits convert them into effectively managed processes and superior results. 360-Degree Enhanced IoT enabled Real-Time Fraud Customer View Customer Integration Detection Satisfaction Centralized data IOT and AI-Personalized Monitors across all sectors. powered offerings enable transactions to flag systems future- 1 Industry Expertise higher customer suspicious activities proof all Years of hands-on experience satisfaction. operations. in ERP & CRM implementation. 2 Tailored Solutions Our Tailored ERP & CRM for banking, insurance, and wealth Expertise management. CRM ERP FRAUD PROTECTION 3 Integrations IoT enabled integrations with Streamlines BFSI F&O streamlines BFSI D365 Fraud core platforms. operations with AI with automation and Protection insights and efficient financial safeguards BFSI with seamless customer management. real-time fraud 4 Comprehensive Support engagement. detection and risk Training and ongoing assistance mitigation. for seamless adoption. BFSI Expert Key Our ERP Capabilities 30+ 12 Differentiators Enterpris Partnership Fraud Detection and Risk Enterprise Process Implementations e Clients s Management Diagnostic/ Review 20+ o Real-time monitoring of transactions to 10+ identify and prevent UPI & card fraud Understand pain points | Business Process Analysis | using D365 Fraud Protection. Identify improvement System Design and Certified o AI-powered tools to detect suspicious opportunities Customization | Testing | Accelerato Resource patterns and mitigate risks. Change Management | DeUpplotyom 3e0n%t improvement in rs s Customer Relationship Reducing discovery timeline upto operational efficiency. Product 20%. Management Portfolio o Seamless Enable hyper-personalized customer services using D365 System Integration Migrations & Upgrades Sales and Customer Insights. o Seamless customer interaction via System Evaluation | System Data Analysis & Mapping | Data email, WhatsApp, chatbots, and design and development | transformation | Backup & mobile apps. Middleware Configuration | Contingency Planning | Data Digital Transformation for Integration Testing migration | Version upgrade o Use AI-driven inBsFigShtIs to identify Integrations reduce chances of 50% faster system operations. untapped markets and offer data errors upto 90% . localized services. o Personalized service offerings in regional languages, improving Managed Services Support & Maintenance accessibility. Integrations Cloud hosting | Server 24/7 support | Performance management | Proactive Optimization | Regular System o Streamlined integration with NEFT, monitoring | Security mgmt. | Health Checks RTGS, UPI, and payment gateways. o System audits | Disaster Predictive maintenance of ATMs and Uptime increase upto 99.99% & kiosks using IoT-enabled devices recovery and Business continuity Upto 40-60% faster IT issue resolution time for critical ERP connected via D365 Field Service. resolution issues reduces upto 70% o Direct Integration with bank legacy systems to seamless data flow. Power Key Platform Capabilities 10+ 100+ Differentiators Global Active Users AI-driven Power Automate Power App in AI-drivenC chhaatbbootst Clients Impactfor customer Reduces a Single queries, order customer End-to-end automation| Cloud Low-Code/No-Code 10+ P1roje5ct+ tracking, and self- service Flow| Desktop Flow| Business Development| Model driven app| service portals. workload by Process Automation| No code / Canvas App| Mixed reality app| Certified Custom-built 40%, Low code Interactive mobile and browser Resources accelerator improving Reduces manual effort by up to CAupsptom App development time Sales procesrse sponse 70% and operational costs by up reduced by up-to 60-70% AI-pAowuetreodm OaCRtion tIimmpeas. ct to 30% extracts data from Reduces Product different formats manual errors Co-pilot Agent Power Pages Portfolio invoices & up to 50% and automates order improves processing AI enabled Chatbot| Multi- Prebuilt Templates & Components| creation and validation. speed up to Channel Deployment| Customizable & Responsive Design E-commerce/ S4u0p%p. ly chain Customizable Bot Behavior| Portal | Integration with MS365| Portal Secure & Scalable Enabled Improves response time by Up-to ImpactEnhanced customer engagement customers to 60% & reduces support costs by Real-Time with self-service portals search product, up to 30% Shipment place an order, Tracking track shipments, Boosted AI- Builder Power BI raise service Customer requests, and Satisfaction by Prebuilt AI Models| AI models on Visually rich dashboards| Real-time access inRvoeicpeos rt to4 0P%DF business-specific data| AI- data synchronization| Drill down conversion & Automatic Powered Predictions| Document for deeper insights| Dynamic Reports distributIimopnact Processing with OCR report filters automatically Automated Improves business decision-making converted to PDF Distribution Faster decision-making by up to with 50% higher accuracy. and automatically Improved 40% sends the PDF Decision- report via email to Making up to relevant 50% stakeholders. Data & BI Capabilities 30+ 4.8/5 Key Differentiators Data source Client Data Platform integrated Satisfaction Impact Data Architecture Design Data Analytics Services  ExScore Data p Peipretliinsee Up to 40% faster Automation deployment  Pre-built connectors Requirement Analysis | Data Exploratory Data Analysis | reducing & Templates. Modeling | Transparent data Statistical Analysis| Predictive 90% implementation architecture | Easy access Analytics | Data Visualization | costs Upto 20-25% NLP Adoption rate of Accelerates data queries upto Real-Time Data Increased sales upto 20% with Dashboards 40%, enabling faster decision- predictive analytics. InEvteengt-rdarivteion n Impact making. Product architecture Reduced data  In-memory processing latency up to Evaluation of Existing Data Data Migration Services Portfolio Distributed cloud 70% Governance processing Up to 20% in  Instant System annual cost Metadata Repository | Data Source-to-Target Mapping| Schema Interoperability savings Retention Policies | Data Design| Backup & Contingency Advanced Visualization and Stewardship | Compliance Planning | Extract – Transform – Reporting Frameworks Load  Demand Pattern Impact Boosts efficiency with secure, Future-proof systems with Recognition Less than 1% compliant out-of-the-box scalable migrations, cutting  User-Friendly variance in solutions upgrade costs upto 20% Dashboards & Real- data Time Insights consistency. Cloud Data Management Data Integration Services Services AI and Machine Learning- Workflow and Process Integration Data Quality Assessment | Cloud | Data Synchronization | Data Model Selection | Source-to-Cloud Driven Analytics  AI-Powered ImpactEncryption | Conflict Resolution Integration | Backup Strategies | Predictive Analytics Improved Recovery Planning  Advanced machine forecasting Reduce operational costs upto accuracy Up to Reduced system downtime upto learning models 25% with automated data 35% (ARIMA, LSTM) 40% using AI- integration. based demand prediction Improved vendor satisfaction by Increase in 40%. Success Story Supply Reduced 50% faster response time. chain order efficiency delays 60% increase in order A leading Supply chain 30% 25% processing efficiency. management company suffered from inefficiencies due to 30% reduction in decision-making time. manual processes, lack of integration with logistics Solution providers, and minimal real- time visibility. 1Vendor Collaboration Streamlined Order Key Challenges in D365 SCM 4 Fulfilment Vendor collaboration for Orders processed via D365 Lack of visibility into supply seamless supplier F&O with advanced chain operations, leading to engagement, automated warehouse management and delays and inefficiencies. order processing, & real-time integration with 3PL/4PL for Manual vendor communication communication without smooth deliveries. r3ePquiring additional 5 Delivery Enhancementcausing errors and increased 2 inteLg/r4aPtioLn .integration A Power App for e-signature lead times. Seamless integration of capture during courier pickup, Inconsistent data flow between 3PL/4PL logistics providers updating D365 F&O in real third-party logistics providers with D365 SCM, time. (3PL/4PL) and internal systems. 3 Effective inventory 6 Actionable AnalyticsInefficient inventory management Power BI dashboards and management resulting in Inventory management via reports for comprehensive stockouts and overstocking. D365 F&O with advanced insights from e-commerce warehouse management and operational data. features. Increased Growth in 50-70% Less errors. Success Story recurring recurring Customer Revenue b2a5se% 15% 30% faster processing. A financial services company (Accounting and Consulting Firm) Driving sustainable through 20-25% saving in sought to undergo digital growth enhanced client engagement administrative costs.. transformation to improve data management.  Solution Key Challenges 1 MS Dynamics365 F&O 4 MS Dynamics365 Data Fragmentation: D365 F&O as a unified Sales platform for financial, Inconsistent and siloed data Implemented relationship operational, and customer management workflows to across legacy systems. data. strengthen client Inefficient Processes: Manual 2 Legacy System Pcoonwneecrti oBnIs.client onboarding, contract Integration 5 Created interactive management, and approval Integration with multiple dashboards for real-time workflows. legacy systems to financial and operational Limited Customer Engagement: consolidate data into a insights Lack of actionable insights into 3 uWniofierkd flcuoswto mAeurt pormofialet.ion D365 Customer customer needs and behaviors. Client onboarding, contract 6 Insights Operational Blind Spots: management, and approval AI-driven customer Limited real-time analytics for process automation. insights to identify financial and operational customer needs and decision-making. preferences. Improved customer satisfaction by 40%. Success Story Increase in Reduced AI-enabled chatbot reduced Customer order response times by 50% b3a0se% 2de5lay%s Improved order processing End-to-End Solution efficiency by 60%. for E-Commerce Business Reduce decision making time by 30% enabling faster response to Transformation market trends. Solution 1AI Chatbot Integration Streamlined Order Key Challenges A Copilot-AI-powered chatbot 4 Fulfilment to handle customer queries, Orders processed via D365 Customer Support Delays: Slow & order assistance, F&O with advanced response to customer queries continuously improving warehouse management and and order issues. response quality. integration with 3PL/4PL for Automated Lead smooth deliveries. Manual Lead Tracking: 2 Management Delivery Enhancement Inefficient lead management D365 CRM integration for 5 A Power App for e-signature causing missed sales. automatic lead generation capture during courier pickup, Order Delays: Lack of from website interactions, updating D365 F&O in real integration between platforms enabling efficient sales time. disrupting fulfillment. coordination. 3Effective inventory Actionable Analytics Delivery Gaps: Inadequate management 6 Power BI dashboards and courier tracking and reports for comprehensive Inventory management via documentation. insights from e-commerce D365 F&O with advanced Limited Insights: No real-time and operational data.warehouse management data for decision-making. features. Success Story Increase in Response Real-time SAP integration. Productivity Time 95% Improved Order A global beverage company 30% 50% Accuracy, with automated seeking a solution to streamline data entry sales processes and enhance 30% improvement in order management with seamless productivity. system integrations. Solution Key Challenges 1 Custom UI with PCF 4 On-Premise System Control Fragmented Systems: ConnectivityEnhanced user experience for Inefficient and delayed Ensured smooth communication managing complex order between legacy systems and processes. workflows. IOM. No Real-Time Insights: Poor Tailored Order Features tracking and decision-making. 2 Seamless SAP 5 Custom-built elements to Manual Errors: Slower, error- Integration Real-time data address unique operational prone workflows. synchronization for requirements. Low Efficiency: Ineffective inventory and order resource utilization. 3 pAroucteosmsinagt.ion of Sales Real-Time InsightsCustomer Impact: Delayed Processes 6 Instant updates on orders hurt satisfaction. Reduced manual effort, inventory and order improving accuracy and statuses. response time. Leveraged Azure's scalable Success Story Reduced Reducing storage solutions,infrastructure report c A large enterprise operating on 2o0sts% 4ge0ne%ration Ensured business time continuity with minimal AX2012 approached us to migrate disruption during data its legacy system to Dynamics migration. 365 while maintaining data Enhanced analytics continuity and enhancing analytics Solution capabilities through capabilities. centralized data pipelines. 1 Data Management ETL AutomationKey Challenges Platform Architecture 4 Automated data extraction, Designed a scalable and transformation, and loading Transitioning from AX2012 to secure data management processes for real-time updates Dynamics 365 without platform. and reporting. disrupting ongoing operations. Cloud Data Storage Access strategies Ensuring seamless data 2 and Access 5 integration and access across Designed and implemented Developed access strategies multiple systems. Migrating and cloud storage strategies to provide secure, role-based using Azure Data Lake. access to critical data. modernizing reports and dashboards to a scalable, 3Data Transformation 6 Migration of Reports cloud-based architecture. Pipelines and Dashboards Built and optimized data Pointed reports to the new transformation pipelines using cloud data storage, Azure Data Factory (ADF) and ensuring real-time and Spark Notebooks. accurate insights.. Contact Us Get In Touch Delhi, India [email protected] om +91 99906 90718 Keydynamicssolutions. com