Banks and Credit Unions Dynamics 365 Transformation Toolkit

BDO Dynamics 365 Transformation Toolkit for Banks and Credit Unions Overview

BDO’s Banks and Credit Unions Toolkit provides a unique set of tools, accelerators, and business strategies for Banks and Credit Unions, powered by Microsoft Dynamics 365 for Financial Services. BDO’s Transformation approach focuses on outcomes, process improvement, and organizational change management to ensure maximum return on your investment.

BDO brings proven Financial Services industry experience to lead your organization through transformation, delivering a solution that blends industry best practices with your company’s unique set of goals.

BDO Dynamics 365 Toolkit Transformation for Banks and Credit Unions Business Cases

• Implement a unified data strategy, eliminating siloed data and disparate systems across marketing, sales, and customer service increasing customer loyalty
• Improve data integrity and system performance ensuring client data is accurate, consistent, and reliable.
• Establish a scalable foundation for future applications to expand digital capabilities, allowing adaptability to changing customer needs
• Gain operational benefits and cost savings with solutions to data inconsistencies so your business can operate efficiently, reducing costs with data management.

Steps for a Successful BDO Dynamics 365 Transformation Toolkit for Banks and Credit Unions Implementation

1. Alignment on your desired business outcomes & transformation goals
2. Design effective processes to achieve defined outcomes
3. Develop implementation strategy, required reports, and process workflows
4. Implement Microsoft Dynamics 365, deploy workflows, and build dashboards
5. Create KPI’s and process feedback to enable the cycle of continuous improvement
6. Activate adoption & change management support

BDO Dynamics 365 Transformation Toolkit Key Deliverables Include

• Program Management & Transformation Accelerators
• Prescriptive templates for processes and configurations specific to Banks and Credit Unions
• Purpose-built reporting and analytics for Banks and Credit Unions
• Pre-built connectors for Banks and Credit Union ERP solutions
• Microsoft Dynamics 365 for Financial Services Deployment

Our Transformation Toolkit empowers companies to transform challenges into strategic opportunities for growth and innovation, breaking free from digital concrete.

Why Choose BDO Digital

Get it Right from the Start: BDO’s Digital Transformation team includes seasoned business leaders with the experience to understand your organization and recommend the right processes and technology to achieve your business outcomes.

Broad Capabilities: With BDO as your partner, you gain access to a global professional advisory network that has experts who understand every aspect of your industry and your business.

Accelerate Your Success: By ensuring a smooth and effective transformation, you will achieve business value quickly from your solution with BDO’s Banks and Credit Union Toolkit. Not only will you achieve rapid results, BDO strives to be your trusted advisor for the long-term ensuring you get the most value from your investment for decades to come.

*Pricing will vary based on the scope of the engagement