Banking & Financial Services
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Case Study 1: Implementation of D365 F&O Module
Client: Major Banking Institution
Challenge:
The bank needed a comprehensive financial management system to streamline processes, improve reporting accuracy, and enhance compliance.
Services Provided:
- Implemented Microsoft Dynamics 365 Finance and Operations (D365 F&O) for financial management, budgeting, and reporting.
- Customized modules for accounts payable, accounts receivable, and general ledger to meet specific banking requirements.
Outcome:
- Reduced financial closing processes by 40%.
- Enhanced reporting capabilities, providing real-time insights into financial performance.
- Improved compliance with regulatory requirements through automated reporting.
Case Study 2: Implementation of RPA Automation to Automate Manual Processing
Client: Retail Bank
Challenge:
The bank faced inefficiencies in processing loan applications, leading to delays and customer dissatisfaction.
Services Provided:
- Implemented Robotic Process Automation (RPA) to automate the data entry process for loan applications.
- Developed bots to validate documents and notify applicants of their application status.
Outcome:
- Reduced processing time for loan applications by 60%.
- Increased customer satisfaction ratings due to faster turnaround times.
- Freed up staff to focus on customer engagement rather than manual processing.
Case Study 3: Designing and Building Finance Power BI Dashboards
Client: Investment Firm
Challenge:
The firm needed to visualize complex financial data to support strategic decision-making.
Services Provided:
- Designed and built interactive Power BI dashboards to visualize key financial metrics and performance indicators.
- Integrated data from multiple sources, including D365 and external financial datasets.
Outcome:
- Improved data accessibility and visualization, enabling stakeholders to make informed decisions based on real-time insights.
- Enhanced reporting accuracy and reduced the time spent on manual reporting processes by 50%.
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