Salesforce Coming Up Short? Microsoft Power Platform to the Rescue

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Have Challenges that Salesforce Can’t Meet? Turn to the Microsoft Power Platform

Every successful financial services firm has a hard-working team of portfolio managers. There’s no getting around it: managing customer relationships is a tough job, and it takes a lot of effort. But sometimes, a firm’s existing tech solution just isn’t up to the challenge -- and no amount of hard work can compensate.

From Tiny Issue to Major Problem

At AKA, we were recently approached by an investment firm in just this sort of situation. The firm’s portfolio managers were doing everything they could to maintain client relationships, but were finding themselves overwhelmed by trade approval emails. The emails were piling up, and trade approvals were falling through the cracks. What started as a tiny issue had turned into a major problem for the firm, also putting them at risk for heavy regulatory fines.

The firm needed a mobile-friendly tech solution that would enable their portfolio managers to stay on top of trade approvals. This sounds like a simple fix. But, given that the firm was using Salesforce in combination with a trade settlement platform, there was no straightforward way to build a custom app solution within Salesforce. And, of course, the last thing the firm wanted to do was switch to an entirely new ERP suite.


AKA Provides a Power Platform Solution

The experts at AKA knew just what to do. With the help of the Microsoft Power Platform, we built a custom Microsoft Power App that could integrate with both the firm’s existing trade settlement platform and Salesforce—in just one day. By gathering the necessary information from the firm’s cloud, the app could keep track of individual trades associated with each of the firm’s portfolio managers. When a trade approval request came through, the corresponding manager would receive an alert on their phone. Then, once the request had been approved, the app would automatically send an email to the firm’s compliance team.

The result? An efficient solution that also satisfied regulatory requirements. And best of all, AKA built this solution in less than a day. No switching to a new ERP solution, no clunky workaround -- now you know why they call it the Power Platform!

How the Power Platform Works

The Microsoft Power Platform is made up of three different Microsoft tools: Power Automate (formerly Microsoft Flow), Power Apps, and Power BI. All three of these tools have one thing in common: they’re designed to make it easier than ever to build an app, manage data, and get better data insights -- all without the need for advanced developer knowledge. When combined, these three tools are especially powerful.

One of the best things about the Power Platform is that it’s built on the Common Data Service for Apps (CDS). This means that the Power Platform can access a unified data schema, allowing for easy integration with third party applications and services. As a result, Power Platform-based apps can integrate seamlessly with Microsoft products as well as third party ERP solutions.

Need a Custom Solution? Try the Microsoft Power Platform

We’re proud to say that this is just one of many success stories here at AKA based around the Power Platform. If your firm is dealing with a challenge that your existing tech solution can’t meet, we highly recommend turning to the Power Platform. With the help of a custom app, you can trade tedious workarounds for seamless, automated processes. You’ll experience improvements in efficiency and better workflow, without the need to shift to an entirely new ERP solution.

Ready to learn more? Contact the experts at AKA to discuss a proof of concept for your current challenge.

Want to read about another AKA success story? Check out this article to learn how a Salesforce “wraparound” built with the Power Platform solved a global asset management firm’s regulatory challenges.


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.

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