Business Central for investment banking

A modern ERP system for investment banking. Connect deal teams, finance, risk and operations in one secure Microsoft platform that helps you grow, control costs and stay compliant.

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Why investment banks need Dynamics 365 Business Central

Investment banks run on complex deals, demanding clients and strict regulation. When front, middle and back office systems do not talk to each other, it becomes harder to forecast, understand risk, deliver accurate reports and protect margins. Dynamics 365 Business Central brings your financial and operational data together so you can work with confidence.

Dynamics 365 Business Central is a comprehensive ERP system designed to support financial services organisations, including investment banks. It unifies finance, deal and project accounting, cash and liquidity management, reporting and compliance in one connected platform.

With Business Central, you can replace disconnected tools and manual spreadsheets with a single source of truth that links directly to Microsoft 365, Power BI and the wider Dynamics 365 suite. This gives you better visibility of performance and risk, tighter control over costs and more time to focus on origination, execution and client relationships.

Meet Business Central: an ERP for investment banking

An ERP system that fits the needs of investment banking can transform how the front, middle and back office work together. Here is how Business Central supports the industry.

Connected front, middle and back office

Business Central connects operations, finance, compliance and reporting in one environment. This creates a shared view of clients, mandates, fees, revenue and costs, which reduces confusion and removes the need for multiple versions of the truth across spreadsheets and legacy systems.

Better, faster decisions

With real-time dashboards and self-service reporting, Business Central helps leaders understand profitability by deal, client, desk and sector. This means decisions on pricing, investment and resource allocation are shaped by trusted, up-to-date data rather than estimates.

Stronger risk and compliance control

Investment banks face ongoing regulatory pressure. Business Central supports control with audit trails, approval workflows, role based access and consistent processes. This helps you evidence how decisions were made, who approved what and how data is managed.

Scalable for growth and change

As you add new entities, enter new markets or integrate acquisitions, Business Central gives you the flexibility to adapt without rebuilding processes from scratch. Multi-entity and multi-currency structures can be supported with ease, so the system grows with your firm.

Cost and efficiency gains

Manual work such as reconciliations, intercompany postings and journal entries can slow teams down. Business Central automates these tasks, freeing finance teams to focus on analysis, planning and supporting deal teams.

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Discover how Microsoft Dynamic 365 Business Central works

Why your business needs an ERP

82%

of businesses are utilising an ERP

1 in 5

businesses are dissatisfied with their current ERP

96%

of businesses say using an ERP has contributed to achieving business outcomes

Data taken from a survey we commissioned in December 2024

ERP designed for investment banks

Investment banks have specific needs: complex deal structures, multi-entity books, strict reporting standards and demanding clients. Dynamics 365 Business Central can be shaped around these needs, providing structure without getting in the way of dealmaking or client delivery.

Real-time financial management

Manage the general ledger, cash, liquidity, payables, receivables and fixed assets in real time across multiple business units and currencies. Local teams can manage their own books while group finance gets complete, consolidated oversight.

Operational control and approvals

Built in workflows help manage approvals for expenses, payments and journals. This reduces risk and ensures consistent, auditable processes across teams, regions and business units.

Deal and portfolio financials

You can track fees, costs and revenue at the level that suits you, whether it is per mandate, fund, portfolio or client. This helps you understand the true profitability of each relationship and identify where pricing or resource allocation needs to be adjusted.

Why investment banks choose Dynamics 365 Business Central

Multi-entity and multi-currency consolidation

Investment banks usually operate across several legal entities and markets. Business Central supports multi entity consolidation out of the box, allowing group finance to produce accurate consolidated accounts without complex manual modelling.

Client and deal profitability analysis

Investment banks need a clear view of which clients, desks and sectors generate returns. Business Central helps you tag and track revenue and costs in a way that suits your business model, so you can focus effort where it matters most.

Regulatory and management reporting

Regulatory reporting relies on accurate, consistent data. Business Central gives you a structured platform that feeds clean data into your reporting tools. Combined with Power BI, you can build dashboards for leadership, auditors and regulators.

Expense management and cost allocation

Business Central captures expenses, routes them for approval and allocates them to the correct deals or desks. This helps you keep control of spending, charge costs accurately and identify areas where savings can be made.

Integration with the Microsoft cloud

Business Central integrates with Microsoft 365, Power BI and Power Platform. Teams can work in familiar tools such as Excel and Outlook while accessing ERP data behind the scenes. You can automate processes and connect to trading, CRM or risk systems as required.

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The Dynamics of Success

Get a better understanding of the benefits of using a CRM system - allowing businesses like yours to overcome fragmented systems and disconnected workflows. Don't just read about them either, our report provides you with actionable insights and practical recommendations so that you can begin to make data-led decisions.

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Download our report

The Dynamics of Success

Get a better understanding of the benefits of using a CRM system - allowing businesses like yours to overcome fragmented systems and disconnected workflows. Don't just read about them either, our report provides you with actionable insights and practical recommendations so that you can begin to make data-led decisions.

the-dynamics-of-success-report-download-1

Supercharge your operations with an ERP made for investment banking

In investment banking, speed matters as much as control. Business Central is a strong fit because it unifies and simplifies core finance and operational processes, allowing teams to focus on clients and deals rather than chasing information and reconciling spreadsheets.

To learn more about Business Central, or to see what an ERP for investment banking looks like, get in touch via this short form.

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Frequently asked questions

What is Microsoft Dynamics 365 Business Central for investment banking?

Business Central is a modern ERP and finance platform that helps investment banks manage finance, deal accounting, multi entity structures, reporting and compliance within one cloud system.

Is Business Central suitable for all sizes of investment bank?

Business Central is well suited to small and mid sized investment banks, boutique advisory firms and growing financial services organisations. It provides strong control without the cost or complexity of legacy ERP systems.

How does Business Central support regulatory compliance?

Business Central strengthens compliance with audit trails, role based access, consistent workflows and secure data management. It also integrates with Microsoft’s wider security and compliance tools.

Can Business Central integrate with trading, risk and CRM systems?

Yes. Business Central includes modern APIs and integrates with the Microsoft ecosystem, which allows you to connect it to trading, CRM and risk systems for streamlined data flow.

How secure is Business Central for sensitive client and deal data?

Business Central runs on the Microsoft cloud, which offers enterprise grade security, encryption, identity management and global certifications suitable for financial services.

Does Business Central support multi entity and multi currency operations?

Yes. It is designed for organisations with complex structures. It supports local books, intercompany transactions and group consolidation in multiple currencies.

How does Business Central make finance teams more efficient?

The platform automates recurring tasks such as allocations, reconciliations and journal entries. It also offers self service reporting, reducing time spent gathering numbers.

Is Business Central available in the cloud, on premises or hybrid?

Business Central is primarily cloud based, but can also be deployed on premises or as a hybrid solution for firms with specific regulatory or infrastructure needs.

How long does implementation take?

Timelines vary depending on project scope, entity structure, integrations and process change. Many firms start with core finance, then phase in additional modules and automation.

Why choose Business Central over a generic finance system?

Generic systems often struggle with deal based accounting, multi entity structures and financial services reporting. Business Central offers flexible dimensions, strong financial management and seamless integration with Microsoft tools, making it well suited to investment banking.