You need to offer more to your clients, work harder to stay in compliance with ever-changing regulations, while at the same time ensure you’re taking advantage of every opportunity. For insurance firms dealing with decreased productivity due to redundant processes and increasing operational costs. Wealth and asset management firms contending with compliance and struggling to provide better client service. Capital markets organizations concerned with shrinking revenues, increasing costs, and regulatory changes.

HSO is the right partner to enable you to:

Deliver differentiated experiences for customers, clients, and policy holders

  • Get the tools you need to understand and anticipate client needs to build deep, meaningful relationships and a superior customer experience

Modernize core systems and platforms to manage operations efficiently today and be prepared for tomorrow’s growth, expansion, and changing business needs

  • Improve financial control and reporting and optimize cashflow, using embedded analytics and predictive insights
  • Automate processes with low-code platforms such as Power Apps to save time and reduce errors

Automate the setup, management, and consolidation of multiple legal entities- ready your firm for local and global expansion

  • Consolidate hundreds of entities on multiple levels in minutes and with just a couple of clicks, regardless of complexity
  • Build workflows that support master data management and segregation of duty, simplifying and securing processes
  • Manage multi-entity transaction imports with a single workflow
  • Take advantage of robust, flexible fund accounting

Empower Employees to work smarter, faster and makes better decisions

  • User-friendly, role-based applications that connect across the enterprise
  • Gain one holistic view of the customer across departments


Why CAPTRUST chose Microsoft Dynamics 365 and other technology

Hear from Jon Meyer, the CTO of CAPTRUST, on how they get comfortable with moving mission-critical applications to the cloud. Hear what he said and why he is confident in the decision to move from an on-premises solution to Microsoft Dynamics 365 with HSO.

HSO delivers results

Enabling your firm for rapid digital transformation that can meet your needs—from entering new lines of business, expanding into new countries and providing unforgettable client experiences. For financial services firms, the ability to integrate technology, talent, and business-model innovation for an intelligent data driven enterprise is the key to success. The right solution, tailored to your industry, combined with HSO’s industry expertise ensures your ability to innovate quickly and cost-effectively while complying with strict regulations.

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