You have big goals, your off-the-shelf CRM software, whether Salesforce or Dynamics 365 CE, is falling short and building a custom application isn’t in the time budget or financial budget.  

The Opportunity: 
Microsoft’s Power Platform provides a low-code, rapid application development opportunities that allow your Financial Services firm to quickly solve your gaps, on a manageable budget, with immediate ROI. 

Join to Explore: 

  • What the Microsoft Power Platform includes, what does and why it’s a better value with your existing system 
  • Typical problems the Power Platform solves and how your peers are benefiting from its use 
  • Real life examples and success stories of how the Power Platform is being used at 5 different Financial Services companies 

Who Should Watch:  
Financial Services firms using Salesforce or Dynamics 365 looking to drastically improve their internal business processes and customer engagement without “rip and replace.” 


Click here to read more about our Financial Services successes

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