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,
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:
One of the best things about the Power Platform is that it’s built on the
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.
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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.