Learn How One Bank is Strengthening Customer Relationships Using the Microsoft Power Platform When a new CTO took over at a large regional bank, he quickly determined that the organization needed to revamp a number of its tech solutions. Particularly in the case of customer engagement, he recognized that the bank was using old, outdated […]
continue reading...Dynamics ERP for Financial Services
How the Power Platform Helped This Financial Services Firm Grow
There’s Always Room for Growth Thanks to the Microsoft Power Platform Successful firms tend to maintain growth mindsets. Even with nearly $2 trillion in assets under management, the VP of Sales and Marketing Technology at a global asset management firm approached us with one thing in mind: doubling his firm’s sales. The firm was […]
continue reading...SAP vs. Dynamics 365 for Financial Services: Why Unit Trust Chose 365
The Unit Trust Corporation, a Major Financial Institution, Modernizes Its Operations with Microsoft Dynamics 365 As one of the largest financial institutions in the Caribbean, the Unit Trust Corporation (UTC) has been helping Caribbean citizens achieve financial security and independence for nearly four decades. In order to continue to provide residents of Trinidad and Tobago […]
continue reading...Salesforce Coming Up Short? Microsoft Power Platform to the Rescue
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 […]
continue reading...Ensuring the Financial Future of Entire Generations with Dynamics 365
Ensuring the Financial Future of Entire Generations with Microsoft Dynamics 365 For many of us, Trinidad and Tobago is a vacation destination. But this island nation is also home to people who strive for financial security and stability -- something that can be a real challenge. With the formation of the Trinidad and Tobago […]
continue reading...Make Your Asset Management Firm More Competitive with Data Sets and Advanced Analytics
Keep Your Firm Competitive with Data Sets and Advanced Analytics For asset management firms, the landscape has never been more competitive. In order to be successful, leading firms are beginning to utilize nontraditional data. With the help of unique data sets taken from ERP systems, social media, web traffic, news sources, and even weather reports, […]
continue reading...Retirement of Skype for Business Online Announced by Microsoft
At the Microsoft Ignite conference it was announced they will be retiring Skype for Business Online and it will be replaced with Teams. The official service shut down date for Skype for Business Online will be July 31, 2021. This means that existing tenants that are using Skype can continue using it until they […]
continue reading...How Can Microsoft Dynamics in Azure Keep Business Data Safe?
Think cyber scammers that perpetrate ransomware attacks are easily defeated? Note this: When the WannaCry ransomware epidemic stuck in May 2017, scammers doubled down by targeting people who were already attacked and who were scrambling to retrieve their encrypted data. They sent them emails offering data protection, services that could prevent future attacks, and bogus […]
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