Financial Services & Insurance

Start Your Business Transformation Today with Sollaris 365 and reimagine your Financial Services and Insurance operations on a secure, intelligent foundation with Microsoft Dynamics 365. We help banks, lenders, credit unions, and insurers modernize core business functions — from financial management and compliance to customer engagement and risk oversight — within a unified cloud ecosystem. Our experts integrate Dynamics 365 Finance & Operations, Business Central, and Customer Engagement (CE) to deliver a connected, data-driven enterprise that enhances transparency, speeds up decision-making, and strengthens client trust. With built-in AI, advanced analytics, and process automation, your teams can optimize operations, streamline reporting, and provide personalized client experiences with confidence. Partner with Sollaris 365 today to accelerate digital transformation, ensure regulatory compliance, and empower your organization to lead in the evolving world of financial services.

Accelerate your digital evolution with a Dynamics 365 ERP Discovery & Assessment tailored for Financial Services and Insurance organizations. At Sollaris 365, we help banks, credit unions, investment firms, and insurers gain a unified view of financial performance, regulatory compliance, and operational efficiency. Our team conducts a deep analysis of your existing systems and processes — from general ledger and risk management to reporting, claims, and policy administration — identifying areas where automation, integration, and data intelligence can deliver the greatest impact. Leveraging Microsoft Dynamics 365 Finance & Operations or Business Central, we design a modern, secure, and compliant cloud roadmap that connects finance, operations, and customer engagement into one intelligent ecosystem. The outcome is a detailed strategy that enhances transparency, improves decision-making, and ensures agility in a rapidly changing regulatory environment. Partner with Sollaris 365 today to modernize your financial systems and build a scalable foundation for growth, trust, and innovation.

Financial Services and Insurance organizations trust Sollaris 365 to help them modernize operations, strengthen compliance, and deliver exceptional customer experiences through the power of Microsoft Dynamics 365 Finance & Operations, Business Central, and Customer Engagement (CE). We enable banks, lenders, insurers, and investment firms to unify financial management, risk control, and client engagement in one intelligent cloud ecosystem. Our experts design secure, compliant, and data-driven solutions that automate reporting, improve portfolio visibility, and enhance decision-making across all lines of business. With real-time analytics, AI-driven insights, and process automation, firms can proactively manage risk, streamline claims and underwriting, and provide personalized client experiences that build trust and loyalty. At Sollaris 365, we combine deep financial expertise with Microsoft innovation to help financial institutions operate more efficiently, respond faster to regulatory changes, and thrive in a rapidly evolving digital economy.