How the Power Platform Helped This Financial Services Firm Grow

There’s Always Room for Growth Thanks to the Microsoft Power Platform

Successful firms tend to maintain growth mindsets. Even with nearly $2 trillion in assets under management, the VP of Sales and Marketing Technology at a global asset management firm approached us with one thing in mind: doubling his firm’s sales.

The firm was using Microsoft Dynamics 365 and was getting good results. But they needed Dynamics 365 to do something that no ERP system could manage on its own: providing improved insights for next best steps on the one hand, while also automatically adding new leads to Marketo without the need for manual data entry.

AKA Enterprise Solutions sat down with the firm to discuss their options. We were given an aggressive, three-month timeline to design, develop, and implement a solution for the firm. We’re happy to say that we met that deadline, and that the firm was very happy with the results. How did we do it? With the Microsoft Power Platform.

The Microsoft Power Platform: Custom Solutions for Growth

Once we had familiarized the firm with how the Power Platform works, we were able to easily collaborate on the design of a custom app that could do exactly what the firm needed. Within 12 weeks, we built and implemented a Power Platform-based solution that integrated perfectly with both Marketo and Microsoft Dynamics 365. Once the app was launched, the firm had access to an easy to use client engagement hub that could help them meet their goals for growth.

The Key to the Microsoft Power Platform

How does the Microsoft Power Platform manage to provide these sorts of custom solutions? First, the Power Platform is comprised of three different components: Power BI, Power Apps, and Power Automate (formerly Microsoft Flow). The Power Platform is designed to give organizations the ability to develop user friendly apps and data management tools on any budget, without the need for expert developers. Power BI, Power Apps, and Power Automate can each be used on their own, but they can also be combined together to produce powerful tech solutions -- all at a fraction of the cost of traditional custom apps.

One thing that sets the Power Platform apart is its ability to integrate with third-party applications. Because it’s built on the Common Data Services for Apps (CDS), a secure data schema based in Azure Cloud, apps built with the Power Platform can easily be coupled with third party ERP software. And, of course, they can also integrate seamlessly with Microsoft Dynamics 365 ERP and Office 365.

With the Power Platform, organizations of any size can gain an edge over the competition by developing and implementing custom app solutions. These apps can be built in a fraction of the time typically associated with custom projects. Plus, there’s no need to switch to a new ERP software or alter existing workflows.

Meet Your Goals for Growth with the Microsoft Power Platform

The Power Platform is changing the way that asset management firms approach key tasks. With custom apps built on the Power Platform, firms can increase efficiency, eliminate manual workarounds, and reduce error. Best of all, this can be achieved on a limited budget and on a tight timeline.

Ready to learn more? Contact the financial services experts at AKA Enterprise Solutions to discuss a proof of concept that can overcome your firm’s tech challenges.

Meanwhile, learn how this Power Platform-based trade approval app is helping one firm avoid regulatory issues, along with how a Salesforce “wraparound” with Power Platform addressed another firm’s reporting needs.

ABOUT AKA ENTERPRISE SOLUTIONS
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.