Table of Contents
About the Client
About the Client:
The client is an internet-based social lending platform that encourages investors to purchase Real Estate Secured Dependent Notes to fund real estate-related loans.
Solution
Solution:
- DemandDynamics helped boost business performance by implementing Dynamics 365 Sales with Business Central.
- Extensive customization to ensure all financial transactions associated with the online investment firm are fully automated and extensive integrations with the company’s custom website and with multiple financial institutions.
- Testing and deployment of integrations into Business Central were also well taken care of.
Benefits
Benefits:
- The client's team has enthusiastically been using their new CRM environment with an automated transaction process for several months now.
- Their custom dashboards with Power BI have enhanced their social lending process.
