Microsoft solutions for Financial Services

Dynamics 365, Power Platform, and Azure; Design, Development, Deployment & Support

Transform operations, data analysis and customer service

It’s time to pivot, and Argano can help. Tap into our proven Microsoft solution expertise and industry experience to keep up with a rapidly changing market and transform how you do business. As the 2022 US Partner of the Year for Dynamics 365 Finance, Argano is uniquely qualified to help you optimize operations (accounting, human resources, compliance), enhance data collection and analyses and fuel customer engagement.

Moving past customer “service”

Supporting financial services customers takes a lot more today than it did yesterday. The Argano 4 Microsoft experts will help you build customer engagement platforms and programs that reduce the burden on your staff while fueling customer satisfaction. Using Microsoft Dynamics, Power Platform, Azure, combined with Argano solutions and our deep expertise, we enable self-serve portals, AI-fueled chatbots, interactive voice response (IVR), and other powerful tools to take customer service to the next level.

Enhancing data collection and dissemination

The data required to improve customer relationships, optimize business processes, and ease compliance often spans multiple systems, people, and workflows. It’s time to get it all in one place. Leverage a solution that captures data from all business systems — CRM, ERP, Office, and more — the web, and third parties to ensure your view and understanding of business data is complete and actionable.

Easing compliance, improving audits

Compliance is a challenge and audits are inevitable. The Argano 4 Microsoft team ensures you are adhering to the latest standards and regulations and — in the event of an audit — have a clear path for discovery and reporting. We can tap into Power Platform and other tools to create applications, such as our Audit & Security Manager extension for Dynamics, that suit your specific regulatory requirements.

Creating a more integrated solution

Choosing Argano as your partner means comprehensive solutions and services across most every business application and data source. Our financial services industry experts and solution architects have worked in this industry for years, building platforms, apps, BI dashboards, systems integrations, and more ensuring every financial services client enjoys a complete, custom solution.