Financial technology services that support your business growth
We help banks, fintech companies, insurance providers, and wealth management firms build secure, compliant, and scalable technology platforms. From customer onboarding to claims processing and performance dashboards, our team supports digital transformation across the financial ecosystem.
How Zencon Supports Financial Services
Core Banking & Fintech Platforms
Build secure systems for transactions, account management, KYC, digital wallets, and custom workflows tailored to your operations.
CRM and Customer Onboarding Tools
Centralize customer data, automate onboarding journeys, and deliver personalized service through connected CRM and workflow tools.
Claims, Lending, and Risk Automation
Streamline core processes such as loan applications, policy claims, approvals, and fraud alerts using Power Platform and ServiceNow.
Regulatory Compliance & Data Security
Ensure your digital platforms meet standards like SOC 2, PCI-DSS, and GDPR — with access controls, encryption, and full audit trails.
Why Choose Zencon for Financial Projects

Trusted Experience Across Banking, Insurance, and Investments
Experience across banking, insurance, and investment platforms
Compliance-First Systems Aligned with Regulatory Standards
Systems designed with regulatory and data compliance in mind
Flexible Integration with Legacy Systems or Full Replacement
Ability to integrate with legacy infrastructure or replace it entirely
Scalable Teams for Projects of Any Size or Duration
Scalable delivery teams for one-time projects or long-term support
Case Studies
Under NDA
Manufacturing
A leading manufacturer of high-quality medical supplies in Florida, USA
Implemented Dynamics 365 Business Central and CRM to unify sales, finance, and customer service for a medical supply company, resolving inefficiencies and improving operational accuracy.
Under NDA
Manufacturing
A well-established metal distribution and processing firm in Florida, USA
Reimplemented Dynamics 365 Sales to streamline lead management, eliminate duplicate data, and enable integration with QuickBooks and other systems for a metal distribution company in Florida.
Under NDA
Non-Profit
Transforming Finance Operations for a Global Health Non-Profit
Implemented Microsoft Dynamics AX 2012 to streamline grant management, budgeting, time tracking, and financial reporting for a global non-profit, enhancing finance operations and reducing manual workload.
Microsoft Cloud for Financial Services
Zencon integrates Microsoft Dynamics 365, Power Platform, and Microsoft 365 to create unified financial systems that support secure collaboration, reporting, and service automation. We help firms reduce operational overhead and improve visibility without compromising on compliance.
What Our Clients Say About Us
Zencon made our shift to Microsoft Dynamics easy and stress-free. Our internal processes feel more connected and efficient now.
IT Lead, HealthPrime Group
We needed certified healthcare staff urgently. Zencon delivered exactly what we asked for — quick, professional, and reliable.
Co-founder, GreenGrid Solar
Working with Zencon’s app team was smooth from start to finish. They understood our needs and built something that really works.
Tech Director, CivicEdge Systems
Zencon’s ServiceNow experts were on point. They handled everything from integration to testing with zero confusion.
Digital Manager, WebCore Media
Our old CMS setup was holding us back. Zencon redesigned our system and now managing our content is actually easy.
Product Manager, FinEdge Tools
The UI/UX upgrade Zencon did for our platform made a real impact. It's cleaner, faster, and way easier for customers to navigate.
Frequently Asked Questions
Yes. We’ve delivered custom platforms and automated approval workflows using low-code tools like Power Automate and Dynamics 365.
All systems are designed with access control, encrypted data handling, and built-in logging for audit and compliance requirements.
Yes. We provide full migration planning and implementation for core financial apps, CRMs, and internal platforms.
Absolutely. We offer long-term support plans including updates, maintenance, performance tuning, and user training.
Sarah M.
Operations Manager, RetailPlus Co.