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Almakom business applications designed for the requirements of the financial sector 

All our solutions are natively integrated with Business Central and fully comply with the sector’s security, traceability, and compliance requirements. 

Beyond ERP and CRM, Almakom develops specific business applications to enhance the productivity, traceability, and compliance of finance players. 

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Our verticals enrich the Dynamics 365 suite with concrete tools, designed for operational teams and regulatory requirements

Import Data

Solution to quickly integrate Excel files or customer flows into the ERP, without errors or re-entries.

Web portal BtoB 

Personalized access to documents, contracts, invoices, and support requests – ideal for B2B or partner relationships. 

Contract management

Automated creation, tracking and invoicing of customer contracts, with complete traceability in the ERP

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Almakom – A Transformation Accelerator for Financial Industry Players 

In a constantly evolving sector - facing strict regulatory requirements and rising customer expectations - Almakom supports financial companies (banks, insurance providers, asset management firms, fintechs, mutuals) in their digital transformation. 
We implement robust, secure, and agile solutions tailored to the specific challenges of the financial industry. 

Our Tailored Services for the Financial Sector 

  • Consulting for the digitalization of customer journeys and internal processes 

  • Integration of Microsoft Dynamics 365 solutions (Customer Engagement, Finance, Business Central...) 

  • Automation of regulatory controls (KYC, AML-CFT, audits, compliance) 

  • Support for cloud migration and securing your information system 

Bourse

Solutions Designed for Financial Sector Companies 

Finance-Oriented CRM

Manage customer relationships across all channels, personalize digital journeys, and enhance loyalty and cross-selling with ease.

ERP for the Financial Sector

Manage accounting, treasury, consolidations and regulatory compliance from a centralized and automated platform.

Power BI & Analytics 

Access powerful dashboards to track customer profitability, analyze risks, visualize performance by segment or product.

Client Portals & Mobile Banking Solutions

Deliver a smooth, secure, and transparent client experience through accessible interfaces connected directly to your information system.

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For our clients in the financial sector 

Concrete benefits

Strengthened customer relationship

More personalized interactions, better responsiveness, and increased satisfaction at each step of the journey.

Reduction of operational costs 

Thanks to the automation of key processes: onboarding, contract management, controls, regulatory reporting.

Compliance facilitated

Complete traceability of operations, seamless integration of regulatory obligations, simplified audit.

Strategic time saving

Your teams focus on what matters: advice, analysis and high value-added relationships.

Almakom, your trusted partner in Switzerland

We are a certified Dynamics 365 integrator and business application editor, based in Switzerland and France, with clients active in various sectors: medical, transport, logistics, production, distribution, investment banking...  

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Our dual role as a software integrator and business solutions editor allows us to support you throughout your project. Our expertise allows our clients to benefit from:   

  • Certified consultants, business experts  

  • Vertical businesses developed to meet your specific needs  

  • A complete support from the consulting phase to the support  

  • Solid references and projects carried out internationally   

  

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We help you identify your needs, structure your project and deploy an ERP solution tailored to your business and your ambitions.  

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