banking & Financial Services

Looking to increase visibility & limit risk? 


MANAGE Risk, optimize customer & digital strategies & improve operations

The evolution of the financial services industry continues. Digital channels increase in importance and create new competitors, regulatory requirements continue to grow, customer expectations are rising and shareholders continue to demand healthy returns. KPMG Adoxio can help you meet these challenges head on. We offer a broad range of products and services optimize you customer and channel strategies, modernize your operations and improve your user engagement.   

Effectively Manage Relationships & Maximize Resources

Leverage the power of Microsoft Dynamics 365 and Portals to help effectively manage partner relationships, and provide access to a self-service portal.  Customers and collaborators can log into self-service portals to submit requests and manage accounts, contacts, locations and other details. An effective resource management solution that assists your employees to get more done and achieve greater job satisfaction.  Schedule your team better to help maximize profitability tracking resources and project requests.

Customer experience, digital & Operational transformation

Align your people, processes and technologies to help improve the customer experience and enhance the customer journey with a range of customer segregation, data analytics, and digital strategies. Enhance efficiency and productivity by helping to strengthen your cost management, shared services, vendor relationships, technology systems and organizational design. 

Automate your Processes & Workflows 


Intelligent cloud solutions let you connect and monitor your devices to better analyze previously untapped data.  Adjust to meet changing customer demands by dynamically realigning production.  Reduce manufacturing waste by improving and automating processes.


How we can help YOU

Our solutions leverage the power of Microsoft Dynamics 365 and CRM portals to help Banking, Credit Union and Capital markets successfully streamline and automate business processes while enabling users to create a single view of the information relevant to their role.  Intelligently organize information, improve coordination among internal groups and effectively meet the needs of your people, business and all other stakeholders.  Our breadth of experience, coupled with our deep understanding of the Microsoft Platform extends beyond customization, allows us to focus on our passion – delivering high-value solutions by talented people.

Banking, Credit Union & Capital Markets

Client Care & Call centre

Breaking down barriers to clients through an omni-channel experience. Integration with back-end systems for next level customer engagement.

  • Customer facing self-service portal
  • A case management system based on Microsoft Dynamics 365 
  • Integrated with CTS for seamless call centre capability 
  • Searchable knowledge base
  • Automatic escalations based on service level agreements 
  • Scheduled and automated notifications 

Deal management with Stakeholder relationship management

Help your organization achieve leading user experiences by mitigating conflicts and proactively engaging with stakeholders to expedite deal closures. 

  • Deal collaboration for private equity and capital markets
  • Track, analyze and report on deal data
  • Manage communications and interactions with stakeholders
  • Support stakeholder process
  • Configurable dashboards and reporting

Key Process Enablement

Reduce the cost, time and effort of onboarding new clients, track deal management, loan approvals. 

  • Optimized scheduling - Get the right resources to the right place at the right time
  • Contract management - Increase customer satisfaction and proactively mitigate issues
  • Omnichannel engagement - Engage your stakeholders through the channel of their choice 
  • Customer communications - Put your customers at the center of every interaction

Asset Management 

Focused on asset firms that sell through direct or indirect channels. Broker planning and performance monitoring and direct client engagement

  • Customer case management 
  • Broker and customer issue reports
  • Contact management
  • Manage payment and billing
  • Detailed monitoring and reporting to ensure proper checks and balances 

banking as a service

Upgrade to clever business software that handles the complexity of your business. A solution that helps you manage everything in one hub and take time back to focus on what counts.

  • link your banking to your accounting
  • Improve cash flow with forecasting
  • Make decisions with certainty
  • See the full picture in one hub
  • Scaling as your business grows


Do you have Questions? Give us a shout.