Microsoft Power Apps Transforms Talent Recruitment for a Financial Services Company At AKA, we have designed and implemented a number of successful technology solutions for financial services firms. Our recent client, a global private equity firm that invests in consumer brands, presented us with a unique technology challenge and we were happy to deliver. […]
continue reading...Dynamics ERP for Financial Services
Fact vs. Fiction… What is the future of Dynamics GP?
Express Information Systems has been a Microsoft Gold Partner for 30+ years. During this time, we have heard lots of rumors and stories about the future of Dynamics GP from our clients, vendors as well as our competitors. The FACT is... Dynamics GP is here to stay! Starting with the release last October, all new […]
continue reading...Custom Backgrounds in Microsoft Teams and How to set up Your ERP Company Images
Microsoft Teams is a great resource to use with your ERP system. You are able to communicate easier and share documents with in the Microsoft and Office 365 environment. Now Microsoft Teams has a variety of background images for you to choose from. Plus, you can now add your own custom images to the […]
continue reading...Bank Improves Customer Loyalty with Microsoft Power Platform
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 Particularly in the case of customer engagement, he recognized that the bank was using old, outdated […]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...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, […]
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