Return to Work Solutions for Capital Markets: Why the Microsoft Power Platform Is Better Than Point Solutions
It’s an understatement to say 2020 has been a year of moving targets and the unexpected. Making plans, defining strategies, and setting budgets (not to [...]
How Microsoft Dynamics 365 Customer Insights Eliminates Guesswork and Reliance on Institutional Knowledge, Empowering Asset Managers to Capitalize on Opportunities
Asset management firms depend on understanding their consultants, clients, and advisors. It’s not good enough anymore to know basic demographics; you need a deeper understanding [...]
Salesforce Couldn’t Handle This Financial Services Firm’s Unique Requirements—So They Replaced It with Microsoft Dynamics 365 CRM and a Power App
We’ve been designing and implementing technology solutions for financial services firms for many years, but we still encounter unique challenges that can’t be addressed by [...]
The Microsoft Power Platform is Helping this Bank Build a Loyal Customer Base and is Paving the Way to a Digital Transformation
A large regional bank recently brought on a new CTO, and, as is often the case, he walked into a bit of a mess: old, [...]
A Small Technology Issue Can Become a Big Business Problem: The Microsoft Power Platform Bridges a Gap in Salesforce for a Financial Services Firm
Successful financial services firms are successful for a reason: their salespeople (account managers, portfolio managers, and the like) work very hard to attract clients and [...]
Just Say NO to Point Solutions! A Tale of Two Asset Management Firms
In financial services—whether you’re in wealth management, asset management, or other—there is no argument that the software you depend on for your business needs to [...]
You CAN Compete with Robo-Advisors: Capitalize on Today’s “Predictive” CRM to Provide Value the Robos Can’t
Recently, Morgan Stanley announced that it is implementing a machine learning-based system to make its financial advisors (the human ones, that is) more effective. What [...]