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Head-to-head · Banking CRM Software

Fiserv Enteract vs Microsoft Dynamics 365 for Financial Services

  • Updated Sep 2026
  • Both researched from official sources
  • 5 checks side by side
Higher score Fiserv Enteract #2 in Banking CRM Software 8.2/10 Pricing on request ✓ 4 of 5 features Visit Fiserv
Microsoft Dynamics 365 for Financial Services #7 in Banking CRM Software 6.9/10 From $65/user/mo (annual) ✓ 1 of 5 features Visit site

Fiserv Enteract leads on 3 checks, Microsoft Dynamics 365 for Financial Services on 0, and 2 are even. Who comes out ahead on the 5 yes/no, price and count checks where we have data for both products. The editor score weighs everything else too.

Our verdict

  • Highest scoreFiserv Enteract · 8.2/10
  • Most featuresFiserv Enteract · 4 of 5

Fiserv Enteract scores higher on our rubric for banking crm software: 8.2 against 6.9 out of 10; our editors rank them #2 and #7.

Fiserv Enteract offers rm workspace; Microsoft Dynamics 365 for Financial Services doesn't publish it. Fiserv Enteract offers customer onboarding; Microsoft Dynamics 365 for Financial Services doesn't publish it. Fiserv Enteract offers regulatory workflows; Microsoft Dynamics 365 for Financial Services doesn't publish it.

Fiserv Enteract is the better fit for banks wanting integrated sales, service and onboarding. Microsoft Dynamics 365 for Financial Services is the better fit for banks already invested in Microsoft 365.

  • Fiserv Enteract fits best

    Banks wanting integrated sales, service and onboarding

  • Microsoft Dynamics 365 for Financial Services fits best

    Banks already invested in Microsoft 365

Advertiser disclosure: iTechGuides is reader-supported. We may earn a commission when you click some links. How we rank.

Side by side

Feature Fiserv Enteract 8.2/10 Visit ↗ Microsoft Dynamics 365 for Financial Services 6.9/10 Visit ↗
At a glance
Editor score 8.2 6.9
Ranking #2 in Banking CRM Software #7 in Banking CRM Software
Best for Banks wanting integrated sales, service and onboarding Banks already invested in Microsoft 365
Pricing model Paid Paid
Starting price Not published $65/user/mo
Free plan — —
Free trial — —
Deployment Cloud, Mobile Cloud
Platforms Web Web, iOS, Android
Support Email, Phone Live chat, Phone
Integrations 5 integrations 3 integrations
Built for Mid-market, Enterprise Small business, Mid-market, Enterprise
Features Fiserv Enteract 4/5 · Microsoft Dynamics 365 for Financial Services 1/5
RM workspace ✓ (best) Not published
Customer onboarding ✓ (best) Not published
Portfolio views Not published Not published
Regulatory workflows ✓ (best) Not published
Service case management ✓ ✓
Specs
Deployment Cloud Not published
Our review
Pros
  • Combines customer relationship views with lead, referral and pipeline management
  • Supports onboarding, screening, compliance workflows, document management and e-signing
  • Connects case automation with core-banking and Microsoft integrations
  • Financial-services customer tracking across journeys and channels
  • Microsoft 365, Power BI and Teams integrations
  • AI, reporting, mobile apps and case-management capabilities
Cons
  • Pricing requires contacting Fiserv
  • No free plan is offered
  • Its banking-specific workflows may be more than teams seeking a general CRM need
  • No free plan is offered
  • Sales plans are priced per user with annual billing
  • Banking capabilities span Dynamics apps rather than one dedicated SKU
Our verdict

Fiserv Enteract is a banking CRM built on Microsoft Dynamics 365 for retail, commercial and mid-sized financial institutions. It brings customer and relationship views together with sales pipelines, onboarding, account opening and service…

Read the review →

Microsoft Dynamics 365 for Financial Services provides customer relationship capabilities for financial-services organizations. It helps teams track customers across journeys and channels while combining sales force automation, lead,…

Read the review →
  1. Fiserv EnteractBanking CRM Software 8.2Pricing on request
  2. Microsoft Dynamics 365 for Financial ServicesBanking CRM Software 6.9From $65/user/mo (annual)

Strengths and trade-offs

  • Fiserv Enteract — where it wins

    • Combines customer relationship views with lead, referral and pipeline management
    • Supports onboarding, screening, compliance workflows, document management and e-signing
    • Connects case automation with core-banking and Microsoft integrations

    Where it doesn't

    • Pricing requires contacting Fiserv
    • No free plan is offered
    • Its banking-specific workflows may be more than teams seeking a general CRM need

  • Microsoft Dynamics 365 for Financial Services — where it wins

    • Financial-services customer tracking across journeys and channels
    • Microsoft 365, Power BI and Teams integrations
    • AI, reporting, mobile apps and case-management capabilities

    Where it doesn't

    • No free plan is offered
    • Sales plans are priced per user with annual billing
    • Banking capabilities span Dynamics apps rather than one dedicated SKU
  • Fiserv Enteract8.2/10 · Pricing on request

    A banking-focused CRM that brings relationship management, onboarding and service workflows together.

    Visit FiservFull verdict →
  • Microsoft Dynamics 365 for Financial Services6.9/10 · From $65/user/mo (annual)

    A Microsoft-centered banking CRM with financial-services features and tiered Dynamics sales plans.

    Visit siteFull verdict →

More comparisons

All banking CRM software comparisons → · Full ranking →

Reviewed by iTechGuides Editors · Editorial team · Updated Sep 2026

Last updated · How we research and update