Microsoft Power Platform Boosts Financial Services Firm’s Growth

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How A Leading Global Asset Management Firm Increased Growth with the Microsoft Power Platform 

The most successful organizations are always looking for opportunities for growth. Not long ago, AKA Enterprise Solutions was approached by the VP of Sales and Marketing Technology at a leading global asset management firm with a problem that he needed us to solve. This problem was hindering their growth potential, and despite having nearly $2 trillion in assets under management already, this VP wanted to push the firm’s growth even further by doubling the firm’s sales.

Aggressive Growth with Help from AKA Enterprise Solutions

At the time, the firm was using Microsoft Dynamics 365 CE (CRM), which it was quite happy with. But even the most flexible CRM solutions still have their limitations, and this firm needed Dynamics 365 to both offer better insights into available opportunities while also automatically uploading new leads into Marketo.

AKA was presented with a tight, three-month timeline to develop and implement a solution that could help the firm’s 1,500+ employees double their current sales numbers. We took on the challenge, confident that we could deliver. How? With the help of the Microsoft Power Platform.

Driving Growth with the Microsoft Power Platform 

Our first step was familiarizing the firm with the Power Platform, allowing us to collaborate on a solution. Using Power Apps, one of the Power Platform components, we were able to build a custom app solution that could accomplish precisely what the firm needed. As a result, the firm ended up with a user-friendly client engagement hub that integrates seamlessly with both Microsoft Dynamics 365 CRM and Marketo. We managed to deliver this solution according to the firm’s tight timeline, too, allowing them to move forward with pursuing their ambitious goals for growth.

How Does the Microsoft Power Platform Work? 

The Power Platform is incredibly dynamic. It’s made up of three different Microsoft tools: Power BI, Power Apps, and Power Automate (formerly known as Microsoft Flow). The aim of the Power Platform is to help organizations of all sizes design and implement efficient, easy-to-use apps and data management tools. While each of the three components of the Power Platform can operate on its own, combining all three elements together can produce extremely powerful results — all without the need for highly skilled developers, lengthy project timelines, or large budgets.

How is all this possible? The Power Platform is built on the Common Data Services for Apps (CDS), a secure, Azure Cloud-based database offering a unified data schema. Because the Power Platform operates on the CDS, apps can be easily integrated with any third-party application. This means that Power Platform-based solutions aren’t limited to integrations with Microsoft Dynamics 365 CRM, but can easily be combined with other CRMs such as Salesforce.

At the end of the day, the Power Platform gives organizations the ability to implement unique, highly specialized processes that give them a competitive edge — all without the time and cost associated with traditional software development projects. These solutions can be put into place without disrupting existing workflows, which means reduced downtime and improved efficiency.

Grow Your Organization with the Microsoft Power Platform

Simply put, the Power Platform is transforming the way that organizations develop and implement tech solutions. Say goodbye to complicated, clunky workarounds and tedious manual work processes. With the Power Platform, your organization can get the solutions it needs on any budget.

Want to learn more? Contact one of AKA’s financial services experts today to discuss proof of concept for your next project.

In the meantime, find out how a Salesforce “wraparound” with Power Platform addressed a firm’s reporting challenges, along with how a Power Platform-based trade approval app is saving one firm’s portfolio managers time.

AKA specializes in making it easier to do business, simplifying processes and reducing risks. With agility, expertise, and original industry solutions, we embrace projects other technology firms avoid—regardless of their complexity. As a true strategic partner, we help organizations slay the dragons that are keeping them from innovating their way to greatness. Call us at 212-502-3900!

Article by: Michael Quattlebaum | 212-502-3900

As Vice President of AKA’s CE (Customer Engagement) practice, Michael has 20+ years of experience in technology and financial services, focusing on a business-centric approach to problem solving. His expertise in functional and technical design enables him to convey confidence to end users as well as C-level executives.