Video: The Unexpected Benefits for Asset Management Firms from Automating the Process with Microsoft Solutions

Automating processes opens unexpected doors

Person working at a laptop.

In this video, you'll learn how two asset management firms gained unexpected benefits by automating processes with HSO and Microsoft and HSO.

Being a large asset management firm requires attention to detail and quality customer service. Your investors should expect nothing less. Missing client emails and failed reporting can jeopardize client satisfaction and run the risk of regulatory non-compliance.

In this short video, you will meet two asset management firms that moved from inefficient to streamlined client interactions with HSO.

One firm was routinely missing critical client interactions, causing missed client dissatisfaction and compliance issues. By implementing a single solution for case management from HSO they were able to increase efficiency and provide excellent customer service.

The other firm needed to solve their client reporting problems to meet regulatory requirements. HSO helped fix their reporting issues and, as a consequence, vastly improved their client interaction, boosting customer satisfaction.

Learn how leveraging the expertise of HSO and the flexibility of the Microsoft Power Platform can help you increase customer satisfaction, meet regulatory compliance, and maintain confidentiality and security.

Power Platform and Dynamics 365 Service for Onboarding, Case Management, and Use Cases

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