Digital Transformation for Financial Services

Do you want to differentiate your organisation? Our team of Financial Services experts are here to listen, ideate and be the technology champions who bring your business visions to life. PowerObjects has the experience and expertise to develop effective solutions for Financial Services in the areas of wealth and asset management, insurance, banking, and more.

Tailored Solutions for Financial Services

The Financial Services industry needs a platform that is more than a single-point solution. PowerObjects help your Financial Services organisation develop a customised Dynamics 365 solution to help you centralise and manage extensive customer data; streamline and automate processes; develop long-term customer relationships and improve sales and service. We‘ll build you an integrated sales and operations management, strategic marketing, and customer service platform tailored exactly to your needs.

What Can Dynamics 365 Do for Your Financial Services Organisation?

  • Easily access a centralised and 360-degree view of customer data to equip your frontline employees with the information they need to deliver an optimised customer experience

  • Provide an efficient means to input data, as well as immediate insight into actionable, real-time analytics

  • Deliver better visibility into the sales pipeline

  • Get your organisation ahead of the competition by streamlining and automating key banking and insurance processes

  • Seamlessly integrate with existing systems to boost efficiency – no need to flip between platforms

  • Allow your advisers to send targeted offers to each customer based on their individual profiles, risk tolerance, and needs

  • Reduce operational costs and on-boarding time across all branches and departments

  • Enable contact centres to handle more interactions and anticipate customer needs

  • Provide mobile access for agents and brokers for work on the go

  • Deliver an affordable, scalable solution


Agents to Ambassadors

Creating Better Customer Experiences in the Financial Services Industry

Banking's Legislation Driven Transformation

The Payment Services Directive II (PSD2) and the General Data Protection Regulation (GDPR) come into play in 2018.

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.

Transforming the Banking Industry: Leveraging Technological and Regulatory Change to Build Stronger Relationships with Customers

2018 will be a transformative year for Europe’s digital economy and for Europe’s banks.

How GDPR Can Strengthen Customer Relationships

If managed well, General Data Protection Regulation and Payment Services Directive 2 provide a spring-board to create trust, loyalty and stronger customer relationships that leapfrog the competition.

Customer Success Stories

See what these companies did with Dynamics 365.


Learn why Moneris switched to Dynamics 365

Moneris Solutions.

Read Case Study


Watch the video case study

BGM TruNorth.

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Read the full case study

Charge It Pro.

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Financial Services and Contact Centers

PowerObjects implement Microsoft Dynamics 365 solutions for contact centres and understand the unique challenges they face. We develop tailored solutions that enable contact centres to handle more interactions and provide an optimised customer experience

  • Agents can anticipate customer needs by having a complete understanding of customer account information, interaction details, preferences, and history all in one platform.

  • With access to real-time customer information, your financial advisers will build lasting customer relationships and be able to deliver tailored advice and accurate service.

  • Cut your operational costs by minimising administrative tasks with an intuitive interface.

  • Boost client loyalty and renewal rates with efficient claims resolutions, quicker inquiry handling, and proactive customer service.

  • Our mobile solutions and tools help brokers and agents work on the road and eliminate busywork – allowing them more time for relevant and meaningful customer conversations.

What do you get with PowerObjects as your technology champion?

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