Find Out How This Bank is Building a Loyal Customer Base with the Help of the Microsoft Power Platform
Not long ago, the new CTO at a large regional bank made the decision to transform the bank’s digital processes. The technology that the bank was using at the time was outdated, particularly when it came to engaging with customers. To help this organization with its digital transformation, Microsoft sought out a technology partner that could meet the bank’s needs: AKA Enterprise Solutions.
Digital Transformation with AKA
AKA has extensive experience working with financial services organizations, and we focus exclusively on Microsoft technologies, including Dynamics 365 CRM. We aim to provide companies with flexible solutions that meet their immediate needs while also facilitating future growth.
When it comes to financial services, we’ve developed market-specific intellectual property (IP) while simultaneously working closely with the Microsoft Team. When Microsoft approached us about developing a solution for this particular customer, we knew we had the tools they needed.
The Power Platform Solution
To tackle the bank’s challenges, we scheduled a one-day workshop where we met with the organization’s team, talked through the hurdles they were facing, and developed a Power App that could meet their needs when it came to event management. Thanks to this new app, employees and branch managers can engage directly with customers, sharing details of local events to promote long term customer loyalty and improve customer relationships.
As a result of the workshop, the bank is now contemplating replacing their existing Salesforce system with Dynamics 365. Not only did we manage to solve their immediate challenges: we also left the door open for future improvement and growth.
What Makes the Microsoft Power Platform So Effective?
At this point, you might be wondering: how does the Microsoft Power Platform work to enable the development of these kinds of custom app solutions at such a rapid pace?
The Power Platform was built on the belief that organizations shouldn’t have to settle for imperfect solutions. Instead, there ought to be an efficient and affordable way to deliver customized apps -- without the lengthy timelines and large budgets typically associated with custom development.
The Power Platform itself is actually comprised of three separate tools: Power Apps, Power BI, and Power Automate (formerly Microsoft Flow). Each of these three tools can be used independently, but they’re especially powerful when combined together.
One key aspect of the Power Platform is the fact that it’s built on the Common Data Service for Apps (CDS). This secure database in the Azure cloud provides a unified data schema for Power Platform apps. As a result, apps built with the Power Platform can integrate with Microsoft apps (such as Dynamics 365 CRM, Office 365, and more) as well as third party applications, including Salesforce.
Need a Custom CRM Solution? Turn to the Microsoft Power Platform
Thanks to the Power Platform, organizations large and small are no longer stuck settling for clunky, labor-intensive workarounds that can lead to errors and inefficiencies. It’s now possible to implement custom CRM solutions that integrate seamlessly with your company’s existing software systems -- all at a fraction of the cost of a standard custom solution.
More Financial Services Power Platform Success Stories
Take a look at these other Power Platform success stories from the financial services industry:
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: Tom Berger | 212-502-3900
With 20+ years of field experience, Tom Berger is Vice President of Financial Services for AKA Enterprise Solutions.
This website uses cookies to improve your experience. We'll assume you're ok with this, but you can opt-out if you wish. Cookie settingsACCEPT
Privacy & Cookies Policy
Privacy Overview
This website uses cookies to improve your experience while you navigate through the website. Out of these cookies, the cookies that are categorized as necessary are stored on your browser as they are essential for the working of basic functionalities of the website. We also use third-party cookies that help us analyze and understand how you use this website. These cookies will be stored in your browser only with your consent. You also have the option to opt-out of these cookies. But opting out of some of these cookies may have an effect on your browsing experience.
Necessary cookies are absolutely essential for the website to function properly. This category only includes cookies that ensures basic functionalities and security features of the website. These cookies do not store any personal information.
Advertisement cookies are used to provide visitors with relevant ads and marketing campaigns. These cookies track visitors across websites and collect information to provide customized ads.
Any cookies that may not be particularly necessary for the website to function and is used specifically to collect user personal data via analytics, ads, other embedded contents are termed as non-necessary cookies. It is mandatory to procure user consent prior to running these cookies on your website.
Analytical cookies are used to understand how visitors interact with the website. These cookies help provide information on metrics the number of visitors, bounce rate, traffic source, etc.
Performance cookies are used to understand and analyze the key performance indexes of the website which helps in delivering a better user experience for the visitors.