- [Instructor] In recent years,
the capital markets industry has shifted.
We're seeing more rigid compliance
and regulations,
as well as emerging products
that are significantly more complex
and delivering excellent customer service
is no longer seen as a
positive differentiator
in the traditional sense,
it's just expected.
This begs the question, how can firms hope
to deliver consistently
excellent customer service
if they're unable to tap into the reliable
360 degree client views
that make it possible?
Fortunately, PowerObjects has the answer.
Built on Microsoft Dynamics 365,
PowerCapital is a custom
solution accelerator
designed by capital market
experts at PowerObjects
and based on their years of
experience within the industry.
PowerCapital accelerates
digital transformation programs
by leveraging the Microsoft
Cloud Stack, Dynamics 365,
Azure and Power Platform,
all built on the Common Data Service.
PowerCapital provides organizations
with a fully extensible data model
for managing these complex relationships,
optimizing sales and service efforts
and enabling a true reflection
of assets under management
across multiple investors,
products and territories.
PowerCapital was built with
nine fully developed personas
and capital markets organizational types.
The model works by dictating
based on persona selected
which D-365 fields, forms and
views as well as which tools
from the Microsoft
business application stack
are needed to suit the
way in which firms operate
and go to market.
Benefits include advisors
can send targeted offers
to each customer based on
their individual profiles,
risk tolerance and needs,
interoperability with
various transfer agents
to pull through actual fund information
and then consolidating
those transfer agent feeds,
normalizing and standardizing them
with a ticket entity
providing asset managers
with enriched data showing
investment portfolios
and recent transactions
for real time plan advice
in cross sell upsell opportunities.
Next, best action suggestions
and know your customer profiles
help build value add in
long standing relationships,
reducing operational costs
and onboarding time across
all areas of the business.
PowerCapital enables capital markets firms
to truly accelerate time to market
and mitigate deployment
risk, reduce program costs,
increase user adoption
and streamline user experience
and customer interactions.
Sound interesting?
PowerObjects offers a
free bid gap analysis
and we'll demonstrate how PowerCapital
can help lead your firm's
unique requirements.
Winner of the 2019 Microsoft
Global Financial Services
Partner of the Year,
PowerObjects is the number
one systems integrator
for Dynamics 365 solutions
in capital markets.
Connect to one of our industry experts
to learn more about PowerCapital
and how our services can
unlock these benefits for you.
We know the industry and
the unique challenges
and we've solved them.
Let PowerObjects and
PowerCapital go to work for you.
