Financial services & insurance: 8 Dynamics 365 partners to consider
Eight Dynamics 365 partners for Financial services & insurance: VeriPark, Hitachi Solutions, HSO, Avanade, HCLTech, Capgemini, KPMG, Deloitte. Evidence…
Relationship management, onboarding, servicing, finance and regulated customer operations.
| Agency | HQ | Evidence |
|---|---|---|
| VeriPark | London, UK (best supported); founded in Istanbul | Industry product/service offering |
| Hitachi Solutions | Tokyo, Japan (most listings); US arm in Irvine, California | Category-specific service offering |
| HSO | Amsterdam, Netherlands (most listings); one directory lists Veenendaal | Industry capability offering |
| Avanade | Seattle, Washington, USA | Industry solution briefing |
| HCLTech | Not stated for the practice | Broader product / delivery practice |
| Capgemini | Paris, France | Broader product / delivery practice |
| KPMG | Global network of member firms | Broader product / delivery practice |
| Deloitte | London, UK (DTTL); services delivered by member firms | Broader product / delivery practice |
Shortlisted
VeriPark
VeriTouch targets banking and insurance customer lifecycles.
HQLondon, UK (best supported); founded in Istanbul
Founded1998
TeamAbout 900 to 1,000+ (directories)
Named clientsNot stated on the pages we checked
Partners & badgesVeriTouch, a vertical Dynamics 365 solution for banks and insurers (AppSource listing)
Services
What stands out
- VeriTouch targets banking and insurance customer lifecycles.
Research before choosing
- Banking/insurance subsector; CRM versus ERP scope, data residency and control requirements. Confirm recent comparable delivery and the proposed team.
- VeriPark offers Dynamics-based industry IP; confirm implementation services, deployment ownership and licensing.
- Request a comparable client reference and confirm the delivery team
Source: Industry product/service offeringFacts from the company’s own website and public sources, checked 23 October 2026. Not a ranking.
Shortlisted
Hitachi Solutions
Dedicated financial-services Dynamics capabilities.
HQTokyo, Japan (most listings); US arm in Irvine, California
Founded1971 (Built In; entity not specified)
Team768 (Built In) to 3,500+ (company description); scope differs
Named clientsNot stated on the pages we checked
Partners & badges100% Microsoft-platform focus (its description); 2021 Dynamics 365 Field Service Partner of the Year (reported)
Services
What stands out
- Provider documents Dynamics ERP manufacturing rollouts.
- Dynamics ERP and CRM implementation practice.
- Dedicated financial-services Dynamics capabilities.
Research before choosing
- Banking/insurance subsector; CRM versus ERP scope, data residency and control requirements. Confirm recent comparable delivery and the proposed team.
- Confirm the regional delivery entity, named consultants and current Microsoft credentials.
- Request a comparable client reference and confirm the delivery team
Source: Category-specific service offeringFacts from the company’s own website and public sources, checked 23 October 2026. Not a ranking.
Shortlisted
HSO
Published industry portfolio explicitly covers financial services.
HQAmsterdam, Netherlands (most listings); one directory lists Veenendaal
Founded1987 (its own description); 1989 per a 2021 acquisition report
TeamAbout 2,500 to 2,700 (job postings and profiles; older reports say 900+)
Named clientsNot stated on the pages we checked
Partners & badgesMicrosoft-focused integrator; 33+ offices across the Americas, Europe and Asia (its listing)
Services
What stands out
- mfg360 addresses production, warehousing and aftermarket service.
- wholesale360 supports connected distribution and order operations.
- Shopify connector targets Dynamics FO/Commerce architecture.
Research before choosing
- Banking/insurance subsector; CRM versus ERP scope, data residency and control requirements. Confirm recent comparable delivery and the proposed team.
- Confirm the regional delivery entity, named consultants and current Microsoft credentials.
- Request a comparable client reference and confirm the delivery team
Source: Industry capability offeringFacts from the company’s own website and public sources, checked 23 October 2026. Not a ranking.
Shortlisted
Avanade
Financial-services engagement content covers Dynamics contact center.
Before you choose: Banking/insurance subsector; CRM versus ERP scope, data residency and control requirements. Briefing supports relevance; it is not a named implementation case.
HQSeattle, Washington, USA
Founded2000 (formed as an Accenture and Microsoft joint venture; Accenture later took control)
Team50,000 to 80,000 depending on the source and year
Named clientsNot stated on the pages we checked
Partners & badgesMicrosoft-focused services firm, majority-owned by Accenture
Services
Best at
- Dynamics 365 Finance, Supply Chain, Project Operations, Sales and Service delivery (published coverage)
- Power Platform solutions
- Microsoft-only focus since its 2000 founding as an Accenture and Microsoft venture
Also offers
- Wider Microsoft cloud transformation work
- Large-scale programmes delivered across 26 countries (company-reported)
Source: Industry solution briefingFacts from the company’s own website and public sources, checked 23 October 2026. Not a ranking.
Shortlisted
HCLTech
Dynamics and Power Platform implementation services.
Before you choose: Banking/insurance subsector; CRM versus ERP scope, data residency and control requirements. Current source supports broader practice fit; obtain a category-specific client reference.
HQNot stated for the practice
FoundedNot stated for the practice
Team899 Microsoft Business Applications certified professionals (company-reported)
Named clientsNot stated on the pages we checked
Partners & badgesLeader in Everest Group's 2023 Dynamics 365 Services PEAK Matrix (company-reported)
Services
Best at
- Dynamics 365 Finance and Supply Chain, Sales, Customer Service, Field Service and Commerce delivery
- Industry accelerators such as Dynamics 365 for Capital Markets and Insurance
- 899 Microsoft Business Applications certified professionals (company-reported)
Also offers
- Power Platform solutions
- Broader Microsoft cloud and technology services
Source: Broader product / delivery practiceFacts from the company’s own website and public sources, checked 23 October 2026. Not a ranking.
Shortlisted
Capgemini
Dynamics implementation and enterprise integration services.
Before you choose: Banking/insurance subsector; CRM versus ERP scope, data residency and control requirements. Current source supports broader practice fit; obtain a category-specific client reference.
HQParis, France
Founded1967
TeamAbout 423,400 people in about 50 countries (end of 2025, third-party)
Named clientsNot stated
Partners & badgesBrands include Capgemini Invent, Capgemini Engineering, Frog and Sogeti
Services
Best at
- Enterprise integration and API programmes
- Microsoft Dynamics 365 and Power Platform CRM
- Cloud, data and AI at scale
Also offers
- Cybersecurity
- Intelligent industry
- Enterprise management
- Group brands: Capgemini Invent, Capgemini Engineering, frog and Sogeti
Source: Broader product / delivery practiceFacts from the company’s own website and public sources, checked 23 October 2026. Not a ranking.
Shortlisted
KPMG
Dynamics ERP/CRM lifecycle consulting.
Before you choose: Banking/insurance subsector; CRM versus ERP scope, data residency and control requirements. Current source supports broader practice fit; obtain a category-specific client reference.
HQGlobal network of member firms
FoundedNot stated for the practice
TeamNot stated for the practice
Named clientsNot stated on the pages we checked
Partners & badgesMember firms run Dynamics practices, for example in Australia and India; KPMG Canada agreed to acquire Adoxio
Services
Best at
- Dynamics ERP and CRM advisory and implementation through member firms
- Microsoft cloud transformation programmes
- Regional Dynamics practices, for example in Australia and India
Also offers
- Audit and assurance
- Tax
- Advisory and consulting
Source: Broader product / delivery practiceFacts from the company’s own website and public sources, checked 23 October 2026. Not a ranking.
Shortlisted
Deloitte
Dynamics implementation, development and support.
Before you choose: Banking/insurance subsector; CRM versus ERP scope, data residency and control requirements. Current source supports broader practice fit; obtain a category-specific client reference.
HQLondon, UK (DTTL); services delivered by member firms
Founded1845
TeamAbout 470,000 people (FY2025, third-party); 150 countries and territories
Named clientsNot stated
Partners & badgesDTTL and each member firm are legally separate entities
Services
Best at
- Integration of enterprise systems with business process
- Technology, AI and data programmes
- Programmes that involve substantial organisational change
Also offers
- Audit and assurance
- Tax
- Consulting and risk
- Cyber
- Strategy and transactions
Source: Broader product / delivery practiceFacts from the company’s own website and public sources, checked 23 October 2026. Not a ranking.
How this shortlist was made: partners were assessed on category-specific evidence, based on public sources, mainly provider sources. A service page establishes a capability claim, not independently verified delivery quality. Team quality and comparable client references still need checking before selection. Reviewed 23 October 2026. The order is not a ranking. See How We Choose.
How to choose
- Ask for a reference with the same scope, and the same platform version where it applies.
- Confirm who will deliver the work and where they are based.
- Agree what is in scope: setup, integration, training and ongoing support.
- Check the partner's current Microsoft partner profile and credentials, then read the evidence link on its card.
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