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How Financial Services Firms Use Microsoft Power Platform for Rapid App Development

Tom Berger
16 Mar, 2021

Rapid Apps, Accelerated Results: How Financial Services Firms Are Using the Microsoft Power Platform to Bring Salesforce and Dynamics 365 CRM Initiatives Across the Finish Line Faster

Over the past year, we’ve experienced unprecedented events that have forced us to change the way we do business in fundamental ways. We had to learn to work remotely and so much more. Thankfully, technology and ingenuity were able to accommodate these changes. As an IT leader in your firm, your “to-do” list, which was already long and challenging, grew even longer, and with the added pressure of getting things done faster. On top of that you’re constantly being challenged with finding ways to deliver value to your business faster than ever before.

While technology has delivered, it’s often not capable of delivering fast enough. You’re tasked with creating applications and providing solutions but have your hands tied because you’re working with existing systems that require significant customizations or faced with purchasing more software–which will also likely require some customizing. In the end, you might still find that there are gaps in the technology supporting your processes.

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 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 the Microsoft Power Platform.

The Microsoft Power Platform: Low-code, rapid application development that gets your Salesforce or Dynamics 365 initiative up and running faster

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.

If this sounds too good to be true, it’s not. The Power Platform is taking the business technology world by storm, addressing challenges from small and simple to large and complex with solutions that can be built in days or even hours rather than weeks, months, or years. Better yet, there’s no need to replace or change or even touch your existing applications or systems; the Power Platform was built to work with and around what you already have in place. For example, HSO financial services clients have put the Power Platform into action:

Automated Client Reporting from Salesforce: The asset management arm of a life insurance company risked incurring penalties and losing huge investors and needed a solution, but they did not want to replace Salesforce. Using the Power Platform, HSO delivered a solution surrounding Salesforce that streamlined the process, resulting in empowered, happy employees who can focus on delivering a white-glove customer experience.

Client Engagement Hub/Next Best Action in Dynamics 365 Sales (CRM): A firm with the goal of doubling sales growth was being held back by a system with a bad user interface, lacking personas, and offering no insights for next best action. In just 3 months, HSO used the Power Platform to design and roll out a Client Engagement Hub with Next Best Action that is integrated with Dynamics 365 CRM and Marketo.

Mobile Trade Approval App, Integrated with Salesforce: This investment firm’s portfolio managers were overwhelmed with emails asking for trade approvals and needed a fault-proof way to approve and disapprove trades from any device. In a 1-day workshop, HSO designed, built, and delivered a Power Platform solution that integrates with Salesforce, enabling the managers to approve trades with one click on their mobile phones.

Learn more

Watch this on-demand webcast to experience the power behind the name. You’ll see:

  • What the Microsoft Power Platform includes, what it 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 several financial services firms
Watch: Rapid Apps, Accelerated Results

Learn more about how we support Financial Services companies with Power Platform

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