Challenge Accepted: Activating Digital Transformation for Financial Services with Microsoft Solutions

Stories of transformation in financial services, told by the technology experts who drove them

Like most technical consultancies, HSO has very smart people whose goal is to deliver solutions that make it easier to do business for our clients. Every day, these technical heroes take on challenges with enthusiasm, curiosity, and often, downright stubbornness. “No” simply is not in their vocabulary, which is why they always find a way.

But we don’t often hear from these big brains, partly because they’re busy doing their jobs and we’d like to change that. In our Challenge Accepted blog posts, you’ll hear directly from HSO’s consultants and solution architects who will share stories of challenges they have accepted and conquered.

Our consultants talk about:

  • CAPTRUST, a $300B AUM National Advisory Firm, with Dynamics 365 Finance
  • A $40B AUM Asset Management Firm with Dynamics 365 Sales and Service
  • A $2.0Tr AUM G​lobal Asset Management Firm Using Microsoft Power Platform and Dynamics 365
  • A Commercial Insurance Benefits Broker & Wealth Manager with Dynamics 365
  • A $100B AUM Asset Management Firm using Dynamics 365 Finance & Sales and Service
  • A $70Bn AUM Private Equity Firm using Dynamics 365 Service, Power Platform and Teams

Clearing the Way for Continued Rapid Growth by Acquisition for CAPTRUST with Dynamics 365 Finance

“We are growing rapidly, so not only have we experienced changes in our industry, but also in our business,” says Mary Earls, Senior Director of Finance at CAPTRUST. “Now, we’re able to easily access our data. We’re able to drill into everything we need…which is really helpful.”

Interview by Maureen Spollen, Senior Functional Solution Architect

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Replacing Legacy System of a $40Bn AUM Asset Management Firm with Dynamics 365 Sales and Service

How an Asset Management firm moved from a homegrown, highly customized CRM they had depended on for a decade to Microsoft Dynamics 365 Sales and Service in just 6 months.

“What excites me is seeing how a client evolved from the start to the end, once we deliver the product.” Story by Melanie Brooks, Director of Consulting Services

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Collaborating for Implementation of Dynamics 365 in a $100B AUM Asset Management Firm, Part 1: CRM

How an Asset Management firm was equipped to provide a solution to their newly acquired wealth advisories that is repeatable and secure.

“It isn’t about the technology; it’s about providing business value.” Story by Igor Kuperman, Senior Functional Architect

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Collaborating for Implementation of Dynamics 365 Finance in a $100B AUM Asset Management Firm, Part 2: ERP

How an Asset Management firm laid the foundation of their ERP system in just 90 days.

“They have a plan and they’re executing on it…guns blazing, full speed ahead.” Story by Maureen Spollen, Senior Functional Solution Architect

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Delivering rapid value to a $70Bn AUM Private Equity Firm

How Investor Relations of a Private Equity Firm was transformed by Microsoft Dynamics 365 Service – Case Management integrated with Microsoft Teams

“Every once in a while, you get a project where you realize, wow, we’re going to change their lives with this one.” Story by Matthew Case, Functional Solution Architect

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Kicking Off a Digital Transformation Strategy with HSO and Dynamics 365 to Support Global Growth of a Commercial Insurance Benefits Broker/Wealth Manager

The story of three distinct projects that brought acquired companies under the parent organization through technology: conquering a challenge by pulling disparate acquired organizations under one roof.

“Our relationship went from an external partner to being a trusted advisor.” Story by Richard Smith, Senior Functional Solution Architect

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Enhancing the Impact of CRM on a $2.0Tr AUM Global Asset Management Firm Using Power Platform and Dynamics 365

How Dynamics 365 and the Power Platform helped a global asset management firm manage data transfer following a large acquisition.

“These projects really become personal to me – each one is kind of like my baby. We put a lot into making sure we get them right.” Story by Alexis Bertrand, Dynamics CRM Project Manager

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Blog
People working together at a table in an office

Challenge Accepted: Modernize Investor Relations for a Global Private Equity Firm

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Challenge Accepted: Equip a Fast-Growing Asset Management Firm for Continued Growth

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Challenge Accepted: Optimize the Microsoft Infrastructure for Faster, Complete Integration of Acquired Companies

Another digital transformation story from a technology expert on the front lines involving three distinct projects that brought acquired companies under the parent organization through technology.

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Blog
Three people reviewing a financial chart on a computer

Challenge Accepted: Clear the Way for Continued Rapid Growth by Acquisition for CAPTRUST, a National Advisory Firm with Dynamics 365 Finance

A Dynamics 365 Finance ERP replacement and digital transformation, shared by the technology expert and the customer who led the charge.

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Blog
Hand on a desk with a laptop, calculator and documents

The Financial Services CFO’s Guide to Transitioning to Modern Finance: Making the Case for the Cloud

Your firm is ready for a new financial management or ERP system. And now you have to decide if you should go with a cloud solution. How do you make your decision and recommendation with confidence?

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Blog
Person working at a desk and using technology

Challenge Accepted: Lay the Groundwork for Digital Transformation of a Fast-Growing Asset Management Firm

Moving quickly to a new ERP foundation with Microsoft Dynamics 365 Finance to support aggressive growth

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Blog
Three people reviewing a financial chart at a credit union

Challenge Accepted: Enhance the Impact of CRM on a $2Tr AUM Global Asset Management Firm with Data Transfer Using Microsoft Power Platform and Dynamics 365

A cloud transformation using Microsoft Dynamics 365, shared by the project management expert who oversaw its success

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Blog

Challenge Accepted: Replace a Legacy CRM and Find a New Approach to a Challenging but Lucrative Asset Management Channel with Microsoft Dynamics 365 Sales

Changing a challenging but lucrative asset management channel with Microsoft Dynamics 365 Sales

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