Financial Services firms are using Microsoft Power Platform for rapid App Development Accelerate CRM Projects
Financial Services firms have external demands and now IT leaders’ list of requests from their internal customers seems to grow longer and longer, requiring that you do things faster. You have to navigate challenges like budget, time, and resource constraints, manual and complex processes, security and compliance and more.
While it’s ideal to use the technology in the form of applications and systems already in place, sometimes they simply cannot do what they’re asked to do–or they can’t do it without expensive, time-consuming development efforts. That won’t cut it today, and it’s typically not in the budget to buy more software. Microsoft has responded to this challenge with the Power Platform, a single, connected platform that empowers everyone to innovate. This suite of practical tools enables you to build apps that solve problems.
Legacy systems, Salesforce, expectations, oh my!
What if you could accelerate the pace at which you are delivering applications, providing solutions, driving results, and increasing business value with the legacy apps or CRMs, like Salesforce, that you already own?
When traditional approaches of either customizing off-the-shelf software that’s already in place or spending a money and time building custom applications won’t suffice or aren’t in the budget, you can depend on Power Platform to accelerate results with time and financial efficiency.
The Microsoft Power Platform fills the gaps between CRM and success
Using the Microsoft Power Platform, a low-code, rapid application development environment, smart firms are quickly and easily filling those gaps and checking off that to-do list by building apps, automating workflows, and extending existing solutions, like Salesforce and Dynamics 365, they already use. How does it work? By allowing you to create and use custom business apps across platforms to:
- CONNECT to data and systems you’re already using; create the data you need,
- CREATE apps, forms, reports, and workflows without writing code, and
- USE apps on web and mobile.
Why do Financial Services Firms choose Microsoft Power Platform?
To support business growth plans with the right technologies. You have a business pain, a problem that needs to be rectified. Technology is the means to solving a business problem and the Power Platform allows citizen developers to quickly set up solutions in weeks rather than months or years.
Watch this on-demand webcast, presented by HSO’s financial services experts, where you’ll see how the Power Platform adds value to existing systems, including Salesforce, demonstrated by impactful, real-life use cases and success stories. From small and simple to large and complex, the Power Platform delivers solutions rapidly. You don’t have to replace or change your existing applications or systems.
Learn more about how HSO can put the Power Platform to work for your firm with our Rapid Application Development for Capital Markets service offering. Regardless of your business model, we can leverage the Power Platform to support the ever-changing business processes that support your ability to handle the entire life cycle, from capture to settlement.
The Power Platform is just one way to get your initiatives up and running. If your CRM isn’t doing its job, take a look at Microsoft Dynamics 365, like financial services organizations across the country. Watch this video to learn 3 reasons why CAPTRUST upgraded from an on-premises solution to Microsoft Dynamics 365 in the cloud with the help of HSO. Jon Meyer, CTO at CAPTRUST, explains the benefits and how it helps fuel the company’s tremendous growth.