Are you pursuing the right opportunities with the right clients and partners?
Strengthen relationships and capitalize on opportunitiesDiscover More
Achieve compliance and regulatory requirements without cost and complexityDiscover More
Manage your relationships, pipelines, and assets proactivelyDiscover More
Promote growth and profitabilityDiscover More
Investment Banking Advisory
Build profitable relationships while lowering costsDiscover More
Multi-Entity Financial Management
Automate and streamline the process, regardless of complexityDiscover More
Proactively manage deals from start to finishDiscover More
Avoid losing clients to better service or robo-advisorsDiscover More
For accounting and operations:
How do you meet everybody’s requirements when your front line is focused on client satisfaction and you’re focused on efficient operations and meeting strategic goals? With HSO’s DynamicsAdvantage for Financial Services, you get everything you need to manage operations efficiently today and be prepared for tomorrow’s growth, expansion, and changing business needs. With critical information at your fingertips, you have what you need to make the strategic decisions that will drive growth while reducing costs and debt.
For client acquisition and loyalty:
Today, client loyalty is a top priority. With competition coming from every direction, it is critical for you to provide better service, smarter advice, and that extra touch that clearly shows your clients they are top of mind.
The key to earning client loyalty is the ability to be proactive in serving them and to constantly improve processes. HSO’s DynamicsAdvantage for Financial Services and Microsoft Dynamics 365 Customer Insights give you the tools you need to understand and anticipate client needs to build deep, meaningful relationships and a superior customer experience.
Get exactly what you need to run your business your way
A solution loaded with features still isn’t enough to address those unique, all-important processes. The Microsoft Power Platform provides Power Apps, Power BI, and Power Automate (formerly known as Microsoft Flow) that give everyone–not just programmers–easy access to business intelligence, app development, and connectivity. The Power Platform extends Dynamics 365 but also integrates with nearly any application or system, including SAP, Salesforce, Oracle, or point solution. It enables you to easily build business apps and extend or customize the software solutions you use—in days, not months.
Discover what you can do for your firm with an HSO Power Platform Proof of Concept engagement
A proof of concept is a simple, low-risk way to see what the Power Platform can do for your agency. In a 5- to 10-day engagement, we work with your firm to re-imagine your goals and challenges. The engagement doesn’t just stimulate ideation’; it provides deliverables that demonstrates the value you can expect from a Power Platform project. Learn more about HSO’s Proof of Concept offering.