Stay on course with cloud solutions for Financial Services

As a financial services provider, you’re probably finding the competition is becoming more intense. You have to compete to offer more to your clients, work harder to remain compliant with ever-changing regulations, while at the same time ensure you’re taking advantage of every opportunity.

Legacy, home-grown, and point solutions can’t provide you with the technology, flexibility, and scalability you need to accomplish your goals. But you also need to think about the future of your organisation. Are you really sure you’re suitably positioned to meet your strategic goals?

With cloud solutions powered by Microsoft Azure and Dynamics 365 (formerly known as CRM and AX,), HSO equips you for a digital transformation that can meet your needs—from entering new lines of business to expanding into new countries to providing an unforgettable client experience.

We offer solutions for Capital Markets, Insurance Companies & Banks

Business People Shaking Hands

Asset Management

Strengthen relationships and capitalise on opportunities

Asset Management Solutions

Private Equity

Proactively manage deals from start to finish

Private Equity Solutions
Wealth Management Advisors

Wealth Management

Avoid losing clients to better service or robo-advisors

Wealth Management Solutions
Insurance Man With Tablet Large


Promote growth and profitability

Insurance Solutions
High rise skyscrapers


Streamline and automate processes with less errors.

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 AppsPower 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 customise the software solutions you use—in days, not months.

Financial Services Podcasts

Listen to the latest Financial Services podcast to hear more from Microsoft’s, Jamie Bulmer on how to create a connected customer experience and more. For industry blogs, please click here.



Your Financial Services expert

Brian Henry
Director - Financial Services & Legal Sector