Financial services

Financial services companies trust North52 to automate critical decisions

If you are running Microsoft Dynamics 365 or the Power Platform, you can simplify the complexity of your business rules too.

The processes we help with

Financial services companies rely on thousands of complex rules to run their businesses. Analysts manage and update those rules in an interface built for them, and adapt to changing market conditions without writing code.

  • Anti-money laundering (AML)
  • Compliance
  • Credit scoring
  • Customer lifecycle management
  • Data validation
  • Loan origination and management
  • Next best action, cross-sell and up-sell
  • Product eligibility
  • Pricing strategy
  • Risk management and assessment

What that looks like

A retail bank, since 2013

Metro Bank has used the North52 Decision Suite since 2013 to extend Dynamics 365, and hundreds of North52 rules now power decisions across its operations. The case study on our home page has the detail in their own words.

Metro Bank

A Metro Bank store

Metro Bank

Credit scoring that an auditor can read

Eligibility and scoring logic lives in decision tables an analyst maintains, and every execution is logged: which rule ran, which rows matched, what changed. When the criteria move, the change is an edit rather than a release.

See it on your own rules.

With our team

Personalized demo

30 minutes on your rules, not our slides.

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Full product, your own environment.

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