Dynamics 365 Accelerator for Capital Markets

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As the Capital Markets industry continues to shift, we are seeing new compliance and regulations, as well as new products that are significantly more complex. With lower margins and tighter cost controls significantly impacting the channel, organisations must be more focused than ever before on delivering a better customer experience.

Excellent client service has become the baseline. Being able to deliver is no longer a positive differentiator in the traditional sense. Instead, not delivering consistently is now a negative differentiator that drives clients to other firms.

PowerCapital – PowerObjects’ Dynamics 365 Accelerator for the Capital Markets industry – leverages Microsoft Business Applications, our own PowerPack add-ons and our proprietary data model to empower organisations to deliver consistently superior customer experiences.

PowerCapital

Why PowerCapital?

Built on Microsoft Dynamics 365, PowerCapital is a custom solution designed by Capital Markets experts based on years of experience within the industry. PowerCapital accelerates CRM implementations by leveraging the Microsoft technology stack: Dynamics 365, LinkedIn, Azure, Power Platform, AI, Machine Learning, Microsoft One Common Data Layer and the innovative Microsoft Cloud Platform.

PowerCapital enables Capital Markets firms to truly accelerate time to market, mitigate deployment risk, reduce programme costs, increase user adoption and streamline user experience and customer interactions. Based on nine fully developed Capital Markets user personas, the model drives the navigation, forms and views needed for each user interface across an organisation. The available personas include:

  • Asset Manager: Institutional
  • Asset Manager: Retail
  • Asset Manager: Channel
  • Manager Broker Dealer
  • Registered Investment Advisor
  • Wealth Advisor
  • Institution
  • Global Consultant
  • Financial Institution

Our very own suite of PowerPack add-ons also offers enhanced capabilities and user experiences, such as integrated telephony, dynamic surveying and marketing campaign automation. These tools were built to strengthen and expand the capabilities of Dynamics 365 and they are already incorporated in the PowerCapital accelerator.

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Key Benefits of PowerCapital

  • Helps organisations leverage a unified 360-degree view of their customer experience to enable new insights and deliver differentiated customer interactions.
  • Advisers can send targeted offers to each customer based on their individual profiles, risk tolerance and needs.
  • Organisations can cut costs by minimising administrative tasks with an intuitive interface.
  • Provides Asset Managers with enriched data showing investment portfolios and recent transactions for real-time client advice and cross-sell/upsell opportunities.

Why PowerObjects for Capital Markets?

Our FSI practice was named the 2019 Global Microsoft Financial Services Partner of the Year.
Our Customer Service practice was named the 2019 Global Dynamics 365 Partner of the Year.
We have extensive Capital Markets experience, actively working with several large global firms.
We are 100% focused on Microsoft Business Applications.
Our Capital Markets acumen is unmatched in the Microsoft Partner ecosystem. We know the industry, the language and the unique challenges. We’ve seen them and we’ve solved them.
Our four pillars of Service, Support, Education and Add-ons ensure end-to-end project success every time.

Resources:

Customer Experience Trends in Financial Services for 2019

Top Trends and Innovations Driving Better Customer Experiences in Financial Services in 2019

Learn the latest industry insights on CRM customer experience trends, how CX strategies impact top line revenue, ways to manage big data and key factors in establishing a successful CRM team.

Learn How Successful Businesses Have Overcome Common Challenges in Customer Service

Learn How Successful Businesses Have Overcome Common Challenges in Customer Service

Learn how 15 leading organisations have achieved success by overcoming these common customer service challenges.

Improving the Investor & Channel Partner Experience through Customer Service Innovation

Improving the Investor & Channel Partner Experience through Customer Service Innovation

A white paper for Capital Markets leaders who want to improve their customer experience capabilities.

PowerCapital FactSheet

PowerCapital

Learn how PowerCapital can truly accelerate time to market, mitigate deployment risk, reduce costs, increase user adoption and streamline user experience and customer interactions.

What do you get with PowerObjects as your digital transformation partner?

PowerObjects is 100% focused on providing service, support, education and add-ons for Microsoft Dynamics 365. Our customer-centric approach will ensure that your solution is tailored to your organisation’s needs, that you can maximise your user-adoption with our education and training programs and receive on-demand technical help from our dedicated support team. We make sure you get the most out of Dynamics 365! We’ve learned from working with thousands of customers what it takes to make a Dynamics 365 implementation successful and have put that knowledge into action to help you get the most from your investment.