Financial Services ERP

Companies in the financial services industry vary enormously in their requirements but at their core they have a need for solid finance transactional processes!

Manage your core financial functions along with great CRM features!

Whether you are in the insurance business managing policies with policy holders to support, asset rich property companies with leases and project control or you are managing equities, commodities or pensions you need both core financial management functions but also great CRM features to keep your customer service levels high. Dashboards, related documentation and workflow add to the efficiency of looking after your customers or members. 


The NAV | 365 People have implemented Dynamics NAV and Dynamics 365 Business Central across the financial services industry for many years and with customers like NFU Mutual, Palamon and Foresters Friendly Society. The flexibility of the Dynamics NAV / Business Central solution combined with tight integration to the Microsoft Office 365 world make it a complete ERP solution for companies operating in the financial services sector.