Live Webinar: How Financial Services Firms are Using the Microsoft Power Platform to Accelerate CRM by “Minding the Gap”…Even Around Salesforce!

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Have you been to London? Then it’s likely you’ve ridden the Tube (subway) and heard an announcement politely saying as you enter or exit: “Mind the gap.” This deceptively benign statement was put there to warn you to watch out for the space between the platform and the train because if you don’t “mind the gap,” you can trip or fall. That could mean going to the hospital or at the very least, having a bad day. Either way, you slow down or even end your journey to your destination—and you’ll probably slow down the train, as well.

What is the connection between minding the gap and financial services?

“Mind the gap” has been adopted by business experts as an analogy. In an Inc. article, entrepreneur Josh Linker said, “While the gaps in your organization aren’t screaming for attention, they can be a wellspring of opportunity…the rallying cry for you to explore what’s missing, what’s not there, and what could be.” The act of minding gaps in your operations could mean failing to realize your vision (or at least slowing it down) or reaching it faster.

How do you realize your vision…and realize it quickly? Use the Microsoft Power Platform to mind the gap

Nobody wants to delay realizing their goals or vision, and they certainly want to avoid missing goals and missteps along the way. You do that by identifying the gaps—processes, technologies, methodologies—then look for ways to address them with the right technology. The issue is, unfortunately, that traditional approaches of customizing off-the-shelf software that is already in place or spending lots of time and money building a custom application doesn’t work or is cost-prohibitive. That’s when it’s time to turn to the Microsoft Power Platform.

The Microsoft Power Platform: A low-code, rapid application development environment that bridges the gaps

Smart financial services firms are already using the Microsoft Power Platform to quickly and easily build apps, automate workflows, and extend solutions they already use—not just Microsoft applications. Even software like Salesforce, Oracle, and SAP can be extended by the Power Platform to bridge any gap.

This might sound too good to be true, but it works—fast and cost-effectively. Plus, you don’t have to uproot, change, or replace applications or systems you’re already using. If you’re happy with what you have but just have that one gap to fill, the Power Platform does it with finesse. Here are a just a few examples of AKA financial services clients that have put the Power Platform into action and are already seeing results:

Automated Client Reporting…From Salesforce: The asset management arm of a life insurance company was risking penalties and losing huge investors, but they didn’t want to replace Salesforce. AKA built a Power Platform solution “surrounding” Salesforce that streamlined the process, resulting in empowered, happy employees who can put their focus on delivering white-glove customer service.

Client Engagement Hub with Next Best Action…Within Dynamics 365 CRM: A global asset management firm had a goal to double sales growth, but their current system had a poor user interface, did not offer personas, and did not offer insights for next best actions. AKA designed in the Power Platform and rolled out in just 3 months a Client Engagement Hub with Next Best Action—fully integrated with Dynamics 365 CRM and Marketo.

Mobile Trade Approval App…Integrated with Salesforce: Portfolio managers for an investment firm were slammed with emails for trade approvals. They needed an easy, fault-proof way to approve/disapprove trades from mobile devices. In a one-day workshop, AKA designed a Power App that integrates with Salesforce, enabling the managers to approve trades with the click of a button on their mobile devices.

Build an app to bridge that gap

Would you like to see for yourself how the Power Platform works? Sign up for our webinar, hosted by AKA financial services experts Tom Berger and Michael Quattlebaum, where you’ll see how other financial services firms have used the Power Platform to accelerate their CRM systems by eliminating gaps:


LIVE Webcast
Bridging Gaps and Building Apps – IN DAYS, NOT MONTHS
How 5 Financial Services Firms are Using the Microsoft Power Platform to Accelerate their CRM–Including Salesforce

April 7, 2020 | 1 pm EDT / 10 am PDT 

During the webcast you’ll learn about the Power Platform and what makes it the best choice above custom development or customizing existing software. We’ll discuss several typical gaps the Power Platform bridges, followed by 5 real-life examples of how the Power Platform is being used at by financial services companies.

Register today! 


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: Amy Spencer | 212-502-3900

Amy leads the team that is responsible for go-to-market strategies, messaging, and demand generation for AKA’s financial services practice. The better part of her 25+ year career has been dedicated to working for Microsoft's most successful ERP and CRM partners, including The Taylor Group (aka & Surebridge), Navint (acquired by Tribridge and then DXC), Innovia Consulting, and now AKA Enterprise Solutions.

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