Wealth Management: Keep Clients Happy and Loyal

Protect your hard-earned business by empowering your advisors to provide superior client experiences with cloud-based solutions from HSO, built on the Microsoft platform.

Customer Story: CAPTRUST

A Leading Wealth Management Firm Goes from Ground to Cloud with HSO and Dynamics 365 on Azure

Reimagine Wealth Management with Data & AI

Empower advisors to deliver proactive insights, personalized service, and efficient operations through Microsoft-powered intelligence.

Challenges

We know Wealth Management.

As client expectations rise and the market grows more competitive, wealth management firms face a unique set of challenges that test their ability to deliver personalized service, safeguard assets, and operate efficiently.

Even though you’re keeping your clients loyal and attracting new ones by demonstrating value, putting their money to work faster with efficient onboarding, and enhancing their experience, there is an ever-growing field of competition in the form of robo-advisors.

HSO's solutions for Wealth Management empower your advisors to provide a superior client experience, including a level of service and predictive insights a robo-advisor cannot. You can increase efficiency, gain better visibility into your organization, and assist your continuous efforts to build trust and loyalty.

TRANSFORMATIONAL WEALTH MANAGEMENT

HSO & Microsoft

Empowering your Wealth Management firm to thrive in the digital age

 

Built on Microsoft Dynamics 365, fsi360 is the most modern, comprehensive marketing, business development, finance and relationship intelligence suite in the industry

Wealth Management Accelerator

Tailored for modern advisory teams, this solution enhances Microsoft Dynamics 365 to deliver personalized service, streamline onboarding, and deepen client relationships:

  • Consolidate household data for a complete 360° view of clients and related parties

  • Track portfolios, product interests, and wealth plans in one centralized platform

  • Simplify onboarding with automated tasks, approvals, and visibility across teams

  • Monitor sales pipeline performance with stage tracking and “what-if” fee modeling

  • Leverage AI-driven insights to strengthen engagement and uncover new opportunities

Benefits

What You Gain with Modern Wealth Management Solutions

Strengthen client relationships, improve compliance, and streamline operations with AI-powered tools tailored for wealth management
  • 1

    For Advisors: Strengthen client engagement, streamline recommendations, and drive sales effectiveness

    Leverage a Customer Data Platform (CDP) for client insights

    Get a 360-degree view of households, contacts, accounts, and connections

    Proactively manage your book of business with visibility into accounts and holdings from both external and internal systems in one place

    Capture, track, and report on recommendations — including onboarding, investment research, accounts, and more — and route them for review and approval

    Maintain a product library and efficiently capture research to support informed recommendations

    Prospect more efficiently, knowing who to call and when

    Capitalize on cross-sell opportunities with targeted offers based on profile, risk tolerance, and needs

    Track sales activities, trends, and valuable customers with analytics

    Speed onboarding by tracking work status and providing a positive digital experience through mobile and portals

  • 2

    For the Back Office: Improve compliance, operational efficiency, and oversight

    Stay in compliance with ever-changing regulatory requirements

    Easily create, maintain, and update Best Interest Contracts (BICs) in one central location

    Use dashboards to monitor, review, and manage recommendations created by advisors

    Reduce errors and lower overhead by streamlining processes and centralizing data

    Easily generate reports for internal management (branch managers, compliance) and external authorities (DOL, FINRA, SEC)

    Integrate with third-party data, including transfer agent and intermediary data

    Use comprehensive analytics and reporting to capitalize on new opportunities and support regulatory needs

    Increase operational efficiency by automating key tasks—from client onboarding to quarterly reports and compliance processes

WEALTH MANAGEMENT SUCCESS STORIES

Wealth Management Customers

We help Wealth Management firms thrive

It's clear that financial services is a cornerstone of HSO's business. They know what is required for a successful implementation and adoption.

Jon Meyer Chief Technology Officer, CAPTRUST

The HSO Approach

We combine deep financial services industry expertise with innovative technology to deliver tailored solutions that drive success.

WEALTH MANAGEMENT RESOURCES

Learn More About HSO and Wealth Management

Explore our extensive library of resources for Wealth Management firms

Bring Intelligence to Every Interaction with an AI Briefing for Wealth Management

Wealth management firms are under pressure to deliver more personalized service, deeper insights, and faster decisions—across more clients, channels, and regulations than ever before. But legacy systems, fragmented data, and manual workflows stand in the way.

AI offers a new advantage. From onboarding and portfolio analysis to client service and compliance, AI can automate routine tasks, surface tailored recommendations, and give advisors the real-time insight they need to serve better—and scale faster.

In just a few hours, this session helps your firm understand AI fundamentals and pinpoint high-impact use cases tailored to wealth management. You’ll leave with:

  • A clear view of how AI and Copilot can support advisors, operations, and client experience

  • Practical steps to build an adoption roadmap that fits your business

  • Insight into Microsoft’s AI capabilities—Power Platform, Fabric, Azure AI, and more

  • Confidence to move from ideas to impact—with a partner who knows wealth management

Whether you’re just exploring AI or ready to move forward, this session helps you turn potential into performance.

Learn More About HSO's AI Briefing

Contact us

Text goes here

By using this form you agree to the storage and processing of the data you provide, as indicated in our privacy policy. You can unsubscribe from sent messages at any time. Please review our privacy policy for more information on how to unsubscribe, our privacy practices and how we are committed to protecting and respecting your privacy.