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With Datacom and Dynamics 365, you can give your advisers one powerful solution to work with.

Improve how your financial services business interacts across sales, customer service, field service, operations and marketing. Get a single real-time view of your clients’ portfolios so your adviser and marketing teams have the opportunity to upsell and cross-sell. Dynamics 365 will enhance your overall productivity and service levels, whilst managing your data, risk and complex compliance processes.

Datacom specialises in complex wealth management implementations. We have proven processes in the areas of Know your customer (KYC), Anti-money laundering (AML), Financial Adviser Licensing, Discretionary Investment Management and Value-based Account Management.

Datacom works closely with wealth management, insurance businesses and banks across Australia and NZ. We have an exclusive partnership across Asia with VeriPark, the global financial services consultancy, to jointly service financial institutions in their digital solutions, delivering world-class customer journeys in digital and assisted channels.

Which key financial services processes can be transformed with Datacom?

Datacom can help you attract and retain customers and provide further excellence in customer service with the Dynamics 365 solution. It can manage the ‘Know your customer’ (KYC) and ‘Anti-money laundering’ (AML) processes, automate client onboarding, inbound and outbound sales qualification and marketing demand generation. With simple, easy to understand processes, your customers always know what's going on, so you can be sure they’ll want to stay with you.

Effortless customer interactions

Dynamics 365 can get you closer to your clients – become a trusted advisor to your clients and increase retention. The solution will help you to manage risk and compliance with stringent automated processes and quality document management. You could reduce admin costs by 35% with a core CRM and single view of the customer across sales, service and marketing.

Deliver fast, personalised service

Dynamics 365 helps drive consistent cross-company workflows across client case management. It will enable your advisers to be mobile and work where their clients need them. Get your schedules automated, so you’ll never miss a sale by getting the right advisor to your client at the right time. And with transparent automated scheduling, you can allow customers to schedule their appointments online.

Servicing Asia with our partner VeriPark

Datacom has a partnership with global financial services specialist, VeriPark, to service our wealth management, insurance, and retail and corporate banking customers in our Asia regions. We work collaboratively with VeriPark to develop innovative technologies specifically for financial service businesses across Asia.

This enables Datacom to provide capabilities such as Omni-channel banking, acquisition and cross-sell capabilities, loan origination and world-class next best action capabilities.

See how Datacom helped Tower Insurance
customise and integrate their CRM.


Choose the package to suit your needs

Get Startedget-started

Need help to work out your priorities, create your business case or develop your roadmap? Choose one of our low cost entry points (without any commitment) and we’ll help you kick start your business acceleration.


Implementation Packagesimplementation

Choose one of our tiered Dynamics 365 implementation packages to suit your business stage, size and budget. Improve your core ERP for Finance or Supply Chain processes, optimise your CRM, upgrade your legacy system to the cloud or improve your occupational licensing for your agency.


Optimisation & Careoptimisation-and-care

Get more out of your existing Dynamics 365 solution. We can help support, maintain and enhance your existing application set across its life cycle, as well as look for new innovation opportunities to further accelerate your business growth and efficiencies.


Financial services company we keep

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  • craigs investment partners
  • Financial_Markets_Authority
  • craigs investment partners
  • Financial_Markets_Authority
  • craigs investment partners
  • Financial_Markets_Authority

Read more about how

Dynamics 365 can work with your business

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SmartPayroll were able to use a single customer relationship management system to manage their customer acquisition, onboarding, compliance, subscription billing, pricing and reporting. 

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Become Omni-Channel capable with Datacom.

Your business knows its customers. Your customer care staff have the skills. However, your outdated systems and multiple databases are in the way of you delivering an outstanding customer experience and reducing your operating costs. It’s time for change.

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Learn about Dynamics 365 for Customer Service.

With rising customer demands and expectations, you can better engage your customers and deliver streamlined and fast service with Dynamics 365. Make it easy for your agents and empower them to deliver effortless customer service with one solution.


Get in touch to find out how Dynamics 365 and Datacom can transform your business.