Case Study: Caribbean Development Bank achieves secure, real-time process automation with Microsoft Dynamics 365

The Caribbean Development Bank built a new platform uniting their client processes in a secure and modern way with Dynamics 365

The Caribbean Development Bank, a multilateral financial institution, needed to modernize its legacy loan management and client service processes as part of a broader digital transformation. Working with Microsoft Dynamics 365 and partner COREFIN, the bank sought a secure, integrated platform to improve governance, automate operations, and provide real-time data for better decision-making.

Microsoft Dynamics 365 helped implement COREFIN Banking & Lending on a full Microsoft stack, centered on Dynamics 365 Customer Engagement and integrated with Power Automate, Power Pages, SharePoint, and Power BI. The result was an end-to-end, fully integrated platform that automated critical processes, eliminated infrastructure costs, improved real-time analysis, and delivered cost savings of up to 80% on licenses, while increasing agility, resilience, and portal visibility.

Caribbean Development Bank

Julio Cesar Gonçalves Lima

Chief Information Officer