We support a Swiss bank on older versions.
A few things to be aware:
As a back office for finance for the bank's internal purchases and expenses Ax /D365 will work well.
Banks however have complex statutory reporting requirements e.g. Basel l, ll and lll , FATCA etc. The data from those will come not only form fiancé but multiple front office systems. Typically this needs a specialist solution with workflow and ETL processes, risk calculation engine, etc and should be outside your scope. its not something you can do with just MR or Power BI.
Banks have tight security and you may find you can only work at their premises under CCTV monitoring and recording.
They will generally have complex contracts they expect you to enter into - so agree or at least be aware of the contractual terms before committing to prices. They might e.g. expect you to move your ban account to them - difficult to refuse if you want their business- painful if you then don't deliver and they freeze your account.
