Key benefits of the solution included:
Driving Business Transformation with a Unified Financial Solution in Employee Benefits
How a strategic financial advisory firm leveraged a unified Microsoft solution to streamline operations and support aggressive growth
In the dynamic field of strategic advisory services, companies must continuously innovate to maintain their competitive edge. One such firm, a leader in employee benefits, HR consulting, and retirement services, faced challenges typical of rapid growth: integrating diverse systems and optimizing operations. With a strong focus on mergers and acquisitions, this company needed a solution to streamline their operations and enhance their ability to scale.
The Challenge
The company operated with a patchwork of systems: multiple CRM platforms, various back-office accounting tools, and a custom-built commissions solution that struggled under the strain of increased demand. This fragmented approach not only hindered their efficiency but also affected their ability to attract and retain talent, a critical factor in their acquisition strategy.
Their goal was clear: modernize their operations to improve the producer experience by ensuring timely and accurate compensation, automate and accelerate business processes, and build a scalable infrastructure to support future growth.
The Solution
To address these challenges, the company collaborated with HSO, a strategic partner specializing in Microsoft solutions. Rather than adhering to traditional RFP responses, HSO proposed an innovative approach: integrating the company’s existing systems into a unified platform using Aptitude’s Fynapse and Microsoft Dynamics 365 Finance. This accounting hub solution, fully integrated with Azure, offered a centralized, automated financial system that promised to revolutionize their operations.
![]()
Automated Accounting
Streamlined operations and improved accuracy by reducing manual processes with fewer documents and spreadsheets.
![]()
On-Time Payments
Ability to pay their 2500 producers on time with the right amount of commission.
![]()
Enhanced Analytics
Improved visibility into transaction-level data supported the company’s master data management strategy.
![]()
Simplified Integration
The solution decoupled operational systems from subledger accounting processes, providing greater flexibility.
![]()
Scalability and Flexibility
A future-proof design that supports the company's aggressive M&A strategy.
The Results
Enhanced performance, seamless user experience, happy producers
By implementing this unified solution, the company transformed its finance department from a traditional back-office function into a strategic partner, significantly enhancing corporate performance and driving their ambitious growth plans.
A key feature of this solution was the producer portal, which enabled the company to pay producers quickly and accurately, boosting satisfaction and operational efficiency.
The solution not only minimized development costs but also leveraged out-of-the-box functionality to deliver a seamless user experience, leading to widespread adoption across the organization. This efficient approach allowed the company to streamline operations, stay ahead of competitors, and reinforce its position as a leader in the financial services industry.
With the new system, they are better equipped to maintain their growth trajectory, effectively supporting current operations and future expansions.
Positioned for Growth
This success case demonstrates the power of thinking outside the box and leveraging the latest technology to drive business transformation. By focusing on a strategic vision and implementing a solution that aligns with their goals, the company is now positioned for sustained success and leadership in the advisory services market.
Learn more about our experience in the Insurance industry
How can HSO help your firm grow?
Contact us to talk to an HSO financial services expert today.