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HR Management for the finance industry

There are specific demands on HR Management in the finance industry. The need for strict compliance with both national and global regulations, the challenge of attracting and retaining highly-skilled employees and the digital transformation are just some examples.

With the Financial Services Template, HR for Dynamics is prepared for usage in your industry. You can start out-of-the-box, using the experience of many customers in the finance sector. And what's more, you can avoid costly implementation projects while taking advantages of the Microsoft Cloud for Financial Services.

With the Financial Services Template, you benefit from the advantages of a standardized HR solution combined with the advantages of a field-tested solution for the finance industry.

What to Expect

The Required Features
The HR Complete Solution is a modular system with numerous features from HR for Dynamics, Office 365, LinkedIn and Microsoft Dynamics 365 Human Resources. In the industry template we've compiled and pre-configured all essential features for the challenges of the finance industry.

Best Practice Processes
Tried and tested Best Practice processes are already embedded in the industry template. Your HR Management software is customized to the decision making processes of the finance sector. You profit from the experience of countless customers in your industry.

Many processes in the financial services can be automated with HR for Dynamics, freeing you from repetitive tasks and reducing errors.

Selected Templates
Use the library of professional templates, adapted to the needs of your industry.

Vital Master Data
On request, we populate your HR for Dynamics solution with important master data such as key skills, important deadlines and certificates of your industry.

How the Financial ServicesTemplate Works

When you first open HR for Dynamics, you will be greeted by a set-up wizard. You can dismiss this wizard, or use it to prepare your HR for Dynamics for the demands of the finance industry.

It proposes various adjustments and you decide at each step if you wish to use the standard software or the industry adaptation. This takes approx. 15 minutes.

Over 95% of our financial services customers report that after using the wizard, they immediately used HR for Dynamics out-of-the-box.

You can re-launch the set-up wizard any time in the future to make further individual adjustments.

Your Benefits

  • You benefit from the advantages of a standardized HR solution combined with the advantages of a field-tested solution for financial services.
  • You can start out-of-the-box in just a few days.
  • You use decades of experience from our the finance industry customers in your HR Management solution.
  • You can avoid lengthy, costly and risky implementation projects.

The Cost

The financial services template is included in the sale or subscription cost of HR for Dynamics.

For this reason, you don’t require an additional budget.

You can find prices for HR for Dynamics here