How Do Financial Services Firms Speed Up Important CRM Projects? With Rapid App Development Using the Power Platform

Financial services firms have external demands, but now, the lists of IT requests from internal customers are growing longer every day, requiring that you do things more rapidly. You must navigate tasks like budget, time, and resource constraints, manual as well as complex processes, security and compliance, and more.rapid app development

While it makes sense to use the technology in the form of applications and systems already in place, often they simply cannot do what they’re asked to do–or to do it they require expensive, time-consuming development efforts. That won’t work in today’s environment, and it’s typically not in the budget to buy more software. Microsoft has answered   this challenge with the Microsoft Power Platform, a single, connected platform that enables and encourages everyone to innovate​. This suite of practical tools allows you to build problem solving apps.

Legacy systems, Salesforce, expectations, oh my!

What if you could begin delivering  applications faster, providing solutions, driving results, and increasing business value with the legacy apps or CRM solutions, like Salesforce, that you already own?

When conventional approaches of either modifying off-the-shelf software that’s already in place or spending  money and time creating custom applications won’t suffice or aren’t in the budget, you can depend on Power Platform to accelerate results with time and financial efficiency.

The Microsoft Power Platform fills the gaps between CRM and success

Using the Microsoft Power Platform, a low-code, rapid application development environment, smart firms are filling those gaps quickly and easily  and checking items off that to-do list by building apps, automating workflows, and extending existing solutions, like Salesforce and Dynamics 365, they already use. This allows you to design and apply custom business apps across platforms​ to:

CONNECT to data and systems you’re already utilizing; create the data you need​,

CREATE forms, reports, apps, and workflows without writing code​, and

USE apps on web and mobile.​

Why do financial services firms choose the Microsoft Power Platform?

To support business growth strategies with the right technologies. You have a business  problem that needs to be rectified. Technology is what is needed  to solve that business problem and the Power Platform allows citizen developers to quickly set up solutions in weeks rather than months or years.

Watch this on-demand webcast, presented by HSO’s financial services experts, where you’ll see real-life use cases and success stories of how the Power Platform adds value to existing systems, including Salesforce.  The Power Platform delivers solutions rapidly, from the small and simple to the large and complex. You don’t have to replace or change your existing applications or systems.

Learn more about how HSO can put the Power Platform to work for you with our Rapid Application Development for Capital Markets service offering. No matter your business model, we can leverage the Power Platform to support the continually developing business processes that support your capacity to handle the entire life cycle, from capture to settlement.

The Power Platform is just one way to get your initiatives up and running. If your CRM isn’t doing what you need, do what other firms across the country are doing—look at Microsoft Dynamics 365. Watch this video to learn three reasons why CAPTRUST upgraded from an on-premises solution to Microsoft Dynamics 365 in the cloud with the help of HSO. Jon Meyer, CTO of CAPTRUST, explains the benefits and how it helps drive the company’s tremendous growth.

"We now have the ultimate competitive advantage…a degree of scale that our competition can only dream about."

Whether you’re a Microsoft Dynamics or a Salesforce shop, we can help you turn technology into a solution for your business problems.

Click here to watch Rapid Apps, Accelerate Results on-demand >

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