PowerObjects, an HCL Technologies Company, Wins 2020 Global Microsoft Partner of the Year Award… Again!

We’ve got exciting news to share in today’s blogpost. On July 13, 2020, Microsoft announced their global Partner of the Year winners and finalists. We are pleased to report that we won one award and were a finalist for another!  

The Microsoft Partner of the Year Awards recognize Microsoft partners that have developed and delivered exceptional Microsoft-based solutions during the past year. Awards are classified in several categories, with honorees chosen from a set of more than 3,300 submitted nominations from more than 100 countries worldwide.

We were named Microsoft’s global 2020 Proactive Customer Service Partner of the Year!

The Proactive Customer Service Partner of the Year Award recognizes a Microsoft partner that excels at providing innovative and unique customer solutions based on Microsoft Dynamics 365 Customer Service. It demands a consistent demonstration of high-quality, predictable service to Microsoft customers, helping to ensure significant business benefits from their Microsoft Dynamics 365 Customer Service investments. Candidates also must display business leadership and sustained customer success, with strong growth in new customer additions and cloud revenue while maintaining and growing the existing customer base.

This is the second year in a row PowerObjects has won the Partner of the Year award devoted to Microsoft Dynamics 365 Customer Service. Click here to view last year’s blogpost.  

We were also named a Finalist for Microsoft’s global 2020 Financial Services Partner of the Year!

The Financial Services Partner of the Year Award recognizes a partner organization that excels at providing innovative and unique services or solutions based on Microsoft technologies to financial services customers, demonstrating thought leadership, industry knowledge and expertise, and consistent, high-quality services and solutions.

This is the second consecutive year we’ve received recognition in this category, having won the Financial Services Partner of the Year Award in 2019.    

For obvious reasons, it’s been a difficult year for all of us – and we certainly acknowledge that there are more important things in the world than self-congratulations for industry awards. Having said that, this is truly the ultimate recognition for our business, and a true testament to the innovation and quality of work PowerObjects provides for our clients.  

Metro Bank Strives for Continuous Innovation

Metro Bank are the UK’s first new High Street Bank in more than 150 years. They are less than ten years old but have quickly emerged as a major player in the UK’s banking industry. Metro Bank have been running Microsoft Dynamics for more than seven years. Through an ongoing partnership with PowerObjects, Metro Bank upgraded to a newer version of Microsoft Dynamics 365, unlocking a new world of features that were not yet available in the version they had been running. The upgrade also ensured they are on the evergreen roadmap with Microsoft. Watch this video to learn how Metro Bank is working towards continuous innovation and customer service success with Microsoft Dynamics 365!

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Delivering World-Class Customer Service in the Capital Markets Industry

Excellent customer service can be seen in so many different lights that businesses can get dizzy contemplating them all. For example, maybe you’re more inclined to think that helpful and caring people create the best experience for your customers. Or perhaps you think providing a more self-service model is really what your customers want and appreciate from your business. Some customers will gladly sacrifice speed for 100% accuracy, whereas others prioritize immediacy above all else. Is quality more important than efficiency? And where does cost fit into the picture?

Dizzying indeed. But one thing’s for sure: no matter what your approach is to customer service, it’s an absolute cornerstone to your business that cannot be ignored – one that can truly differentiate you from the competition for better or worse. And that’s true across all industries.

Let’s look at the Capital Markets industry as an example. It is evolving faster than most organizations can even keep up with. Investment opportunities are everywhere and the on-demand generation we live in means immediate, real-time service must be available – around the clock and around the world.

The ability to offer a broad range of investment options tailored to your clients’ individual needs is the foundation of creating a great relationship. You need to provide a clear summary view of their portfolio while offering trusted, sound advice on additional investments.

In order to provide that big picture view to your clients, you need access to tools that pull together a complex, multifaceted environment. It’s not just about integrating systems; it’s about delivering that best possible experience to your clients.

A Microsoft Dynamics 365 solution from PowerObjects enables financial services firms to work cohesively across the entire organization to develop deeper client relationships, maximize client value, and deliver world-class customer service.

Built on Dynamics 365, PowerCapital is a custom solution designed by Capital Markets experts based on years of experience within the industry. PowerCapital accelerates the time to market for Dynamics 365 implementations by leveraging the Microsoft technology stack: Dynamics 365, LinkedIn, Azure, Power Platform, AI, Machine Learning, Microsoft One Common Data Layer, and the innovative Microsoft Cloud Platform. It is based on nine fully developed Capital Markets user personas that drive the navigation, forms, and views needed for each user interface across an organization.

Learn more about PowerCapital and PowerObjects’ approach to delivering world-class customer service, no matter what the world throws your way!

Accelerating CRM Deployments to Reduce Downtime

Businesses in the Financial Services Industry (FSI) can’t afford downtime. After all, time is money. So, once an organization makes the decision to digitally transform their business, the primary challenge they face is the sheer amount of time it takes to get the new system up and running. For larger FSI organizations, CRM implementation can be a multi-year project, and that just doesn’t work in this industry.

With that in mind, PowerObjects recently introduced three new Dynamics 365 accelerators designed specifically for FSI businesses. Each accelerator is a custom solution – designed by industry experts based on years of FSI experience – that accelerates CRM implementations by leveraging the Microsoft technology stack: Dynamics 365, Azure, Power Platform, LinkedIn, AI & Machine Learning and the Common Data Service. In today’s blogpost, we’ll provide a little detail about these new tools. Enjoy!

As the Capital Markets industry continues to shift, we are seeing new compliance and regulations, as well as new products that are significantly more complex. With lower margins and tighter cost controls significantly impacting the channel, organizations must be more focused than ever before on delivering a better customer experience. PowerCapital enables Capital Markets firms to optimize their users’ productivity, by providing a consistent and relevant user experience, understanding AUM roll-ups and wallet share of customers across multiple products and services, a single view of all customer interactions and suggested Next Best Actions, Activities and overall relationship health. Based on nine fully developed Capital Markets user personas to suit various types of firms, the model drives the navigation, forms, and views needed for each user interface across an organization.

Every industry is competitive, but the Insurance market takes competition to a new level. The fierce competition breeds razor-thin margins, meaning that consumers will pay about the same regardless of carrier. With so many options available, customers are defecting faster than ever before based on one poor experience or any sense of dissatisfaction. And the insurance industry, in particular, depends on strong client retention to ensure policy-level profitability. PowerInsurance features preconfigured insurance-specific business processes; a holistic claims management system; self-service portals for clients and agents; capability to integrate with underwriting systems; and omnichannel capability for each policyholder's preferred communication source, including a best-in-class Mobile Sales Tool Belt.

Digital disruptions are forcing retail and commercial banks to rethink operating models and strategy. Today, Banking customers demand real-time interaction and transparency. Excellent client service has become the baseline. Being able to deliver is no longer a positive differentiator in the traditional sense. Instead, not delivering consistently is now a negative differentiator that drives clients to another bank. PowerBanking features preconfigured banking-specific products and services; customer onboarding protocols for retail, business, and institutional clients; authentication processes; STP transaction enablement; and holistic case management.

In all three instances, the accelerators are designed to lower time-to-value, reduce operating expense and risk, and accelerate deployment. In our upcoming webinar, we will showcase how these accelerators can unlock many business benefits, including:

To learn more, join us for an exciting webinar on November 12: Transforming the Customer Experience in Financial Services.

PowerObjects Awarded 2019 Microsoft Global Partner of the Year… Twice!

In today’s blogpost, we’re sharing some very exciting news. On June 6, 2019, Microsoft announced their Partner of the Year winners and finalists. We are proud to report that we won two awards and were a finalist for a third. Please check out our press release here: PowerObjects Takes Home Multiple 2019 Global Microsoft Partner of the Year Awards.

We were named the global 2019 Microsoft Dynamics 365 for Customer Service Partner of the Year!

The Dynamics 365 for Customer Service Partner of the Year Award recognizes a Microsoft partner that excels at providing innovative and unique customer solutions based on Microsoft Dynamics 365 for Customer Service. It demands demonstrated business leadership and consistent customer success, with strong growth in new customer additions and cloud revenue while maintaining and growing the existing customer base. See our press release here: PowerObjects recognized as Winner of 2019 Microsoft Dynamics 365 for Customer Service Partner of the Year.

We were also named Microsoft’s global 2019 Financial Services Partner of the Year!

The Financial Services Partner of the Year Award recognizes a Microsoft partner organization that excels at providing innovative and unique services or solutions based on Microsoft technologies to Financial Services customers, demonstrating thought leadership in their industry. It requires demonstrated business leadership and success through strong growth in new customer additions and revenue by leveraging the latest Microsoft technology as the solution platform.   See our press release here: PowerObjects recognized as Winner of 2019 Microsoft Financial Services Partner of the Year.

We were also named a Finalist for the Business Applications PowerApps Partner of the Year!

This award recognizes a partner that excels at providing innovative and unique IP built on top of the Microsoft Business Applications platform (Dynamics 365, CDS, PA, etc.). Winners must have demonstrated success on a global scale by providing industry specific solutions that help customers transform their business in this digital age. Nominees will also need to demonstrate a proven track record of cloud business growth driving not just driving platform sales in addition to their own solutions but also Microsoft Office 365, Microsoft Flow, Power BI solutions, and other value-adding Azure services provided by Microsoft.

Forgive us for patting ourselves on the back for one blogpost but this is really huge news and a true testament to the innovation and quality of work PowerObjects provides for our clients! Our blog will resume normal programming tomorrow…

Happy Dynamics 365'ing!

A Tour of Our Partner of the Year Awards

Last week, we posted about the recent announcement from Microsoft that PowerObjects has been recognized with two 2019 global Partner of the Year Awards:

In today’s post, we thought we’d share a couple of examples of some of our Financial Services and Customer Service work!

Dynamics 365 for Customer Service: Sovereign Housing Association

With 56,000+ homes and 130,000+ customers and tenants, Sovereign is one of the largest housing associations in the U.K. They recently initiated a digital transformation strategy that included the implementation of modern, customer-focused, and scalable technology. Specifically, they sought a technology solution that would enhance the customer service being provided in the contact center, improve the tenancy management capabilities of the housing offices, and create efficiencies across all customer interactions. At the heart of the project was partnering with PowerObjects to deploy Dynamics 365.

Implementing Dynamics 365 was the obvious starting point, but the partnership between Sovereign and PowerObjects was especially focused on integrating Dynamics 365 with Sovereign’s multiple websites to introduce self-help options and enable tenants to fully engage in the management of their own homes.

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Learn more here:  Sovereign Customer Success Story

Financial Services: Moneris Solutions

Moneris Solutions Corporation (Moneris) is Canada’s largest processor of credit, debit, wireless, and online payment services for merchants in virtually every industry segment. They process more than three billion transactions annually. With more than 350,000 merchant locations throughout Canada, Moneris provides the hardware, software, and systems needed for organizations to improve business efficiencies and manage payments.

Moneris identified that their legacy ticket management system lacked the ability to scale into a full-fledged CRM. Their customer service representatives required more efficient processes and their knowledge base was not integrated into their other systems.

Through a partnership with PowerObjects, Moneris now uses Dynamics 365 for case management, field work order creation, approval management, customer notifications, marketing campaigns, sending surveys, social listening, knowledge articles, Unified Service Desk, and more. Since deploying Dynamics 365, they have seen a 4% reduction in average handle times and a 5% increase in first call resolution.

Read the full story here: Moneris Customer Success Story

We will continue striving to deliver robust end-to-end solutions – like Sovereign and Moneris – that make PowerObjects worthy of our dual Partner of the Year status. Maybe your organization is next?

Happy D365’ing!

Implementing Dynamics 365 at Owl Rock Capital Partners [VIDEO]

Owl Rock’s initial challenge was to merge thousands of Financial Advisors into a single CRM platform. Next, they had to solve challenges related to metrics and reporting, as well as cohesively integrate and manage more than 60,000 business contacts. Dynamics 365 was an easy sell once everyone experienced its ease, intuitiveness, power, and potential. Partnering with PowerObjects allowed Owl Rock to expand and enhance their relationship management and reporting capabilities, giving them a strong competitive advantage in their crowded marketplace. Watch this Customer Success Story video to learn more about how and why the partnership focused on combining Dynamics 365 for Customer Engagement with Power BI, several PowerPack Add-ons, and PowerSuccess.

Delivering World-Class Customer Service in the Capital Markets Industry

Excellent customer service can be seen in so many different lights that businesses can get dizzy contemplating them all. For example, maybe you’re more inclined to think that helpful and caring people create the best experience for your customers. Or perhaps you think providing a more self-service model is really what your customers want and appreciate from your business. Some customers will gladly sacrifice speed for 100% accuracy, whereas others prioritize immediacy above all else. Is quality more important than efficiency? And where does cost fit into the picture?

Dizzying indeed. But one thing’s for sure: no matter what your approach is to customer service, it’s an absolute cornerstone to your business that cannot be ignored – one that can truly differentiate you from the competition for better or worse. And that’s true across all industries.

Let’s look at the Capital Markets industry as an example. It is evolving faster than most organizations can even keep up with. Investment opportunities are everywhere and the on-demand generation we live in means immediate, real-time service must be available – around the clock and around the world.

The ability to offer a broad range of investment options tailored to your clients’ individual needs is the foundation of creating a great relationship. You need to provide a clear summary view of their portfolio while offering trusted, sound advice on additional investments.

In order to provide that big picture view to your clients, you need access to tools that pull together a complex, multifaceted environment. It’s not just about integrating systems; it’s about delivering that best possible experience to your clients.

A Microsoft Dynamics 365 solution from PowerObjects enables financial services firms to work cohesively across the entire organization to develop deeper client relationships, maximize client value, and deliver world-class customer service.

Built on Dynamics 365, PowerCapital is a custom solution designed by Capital Markets experts based on years of experience within the industry. PowerCapital accelerates the time to market for Dynamics 365 implementations by leveraging the Microsoft technology stack: Dynamics 365, LinkedIn, Azure, Power Platform, AI, Machine Learning, Microsoft One Common Data Layer, and the innovative Microsoft Cloud Platform. It is based on nine fully developed Capital Markets user personas that drive the navigation, forms, and views needed for each user interface across an organization.

Learn more about PowerCapital and PowerObjects’ approach to delivering world-class customer service, no matter what the world throws your way!

See the KPIs that Dynamics 365 is Generating for Moneris

Moneris has 600 users on Microsoft Dynamics 365, managing the customer experience from onboarding and post-sale, to call center and field service interactions. Beyond the customer-facing roles, which make up about half of their end users, Moneris also uses Dynamics 365 for some of their back-office and risk management teams. This ensures that all customer information is tracked and managed in one system. We sat down with Allan Measor, Vice President, Business Transformation and Customer Enablement at Moneris to hear about their experience.

Moneris overview:

Why did you choose to start using Dynamics 365 for all new support inquiries immediately following the implementation?

"For a short time, we ran our old ticket system as a reference tool alongside Dynamics 365. We analyzed our old ticket data, and over 80% of our inquiries were one and done, with 90% solved in a week or less. Because of this, we chose not to import our old tickets. In terms of data migration into Dynamics 365, we imported standard items like customer company data, name, address, account numbers, email address, phone numbers, all key payment device data, and work order information. We also authored over 1,900 knowledge articles into Dynamics 365 for reference."

Why did you choose to be on the Cloud?

"Our legacy systems tended to take longer in terms of features and updates, so the idea that Cloud solutions get features firsts, thereby empowering our organization to be more current, was appealing to us. We also could avoid costly infrastructure investments and gain reliability and redundancy when on the cloud."

Why did you choose Dynamics 365 for your CRM platform?

"Since we were already using Office 365, our team members were able to easily adjust to the Dynamics 365 and our customers now receive a seamless experience because of our investment in the Microsoft stack. The value of Microsoft's Canadian data center, the feature richness of Dynamics 365, and the ease of integration into our existing technology footprint were key deciding factors for us."

Why did you choose PowerObjects as your partner?

"PowerObjects came highly recommended from multiple individuals at Microsoft. We also had several vendor meetings with them, and ultimately liked their collaborative approach. We looked at other big consulting firms but liked the agile and flexible approach that PowerObjects offers, along with their deep Dynamics experience, so we went ahead with PowerObjects and haven't regretted it once. We also liked that PowerObjects has an office and local staff right here in Toronto."

What are some of the KPIs that you've seen since implementing Dynamics 365?

"We've seen a 4% reduction in average handle times (AHT) and a 5% increase in first call resolution (FCR) on top of our already high FCR which was around 80%. We've also seen improvements in our onboarding processes for new team members since there are more standardized processes in place, resulting in a decrease in onboarding time and an increase in employee performance. Additionally, we're experiencing better Interactive Voice Response to Dynamics integration, improving screen pop accuracy for Customer Service Representatives."

To learn more and read the full case study, click here.

Happy Dynamics 365'ing!

Capital Markets 365: LinkedIn, Discovery Data, and Dynamics 365

In today's global economy – and with Capital Markets firms looking to keep top-of-mind awareness with distribution channels, investors, partners, and institutional relationships – it is now more important than ever to have a superior segmentation approach. That's why PowerObjects has partnered with LinkedIn and Discovery Data. Together, we can bring all of the information you need into a single view so that you can deliver personalized, proactive, and predictive customer service experiences every time with Capital Markets 365.

What is Capital Markets 365:

Capital Markets 365 takes Dynamics 365's core capabilities of Marketing, Sales, Client Service, Client Onboarding, and Operations and enhances them with advanced segmentation capabilities with Discovery Data and LinkedIn Sales Navigator.

capital markets

Features:

What your data may look like without Capital Markets 365 – too much siloed information broken up between CRM, tasks and emails, and transactional systems:

capital markets

What your data can look like with Capital Markets 365 – one common data layer platform!

capital markets

To learn more about this integration, check out our solution overview and connect with our Financial Services Practice Director today!

capital markets

Financial Services Practice Director: Greg Moser | greg.moser@hcl-powerobjects.com | Financial Services Page

Happy Dynamics 365'ing!

Financial Services Data Innovation Day

PowerObjects' Financial Services team is on a mission to create the most seamless solution for maximizing the power of data. One way that we are enhancing Dynamics 365 for Financial Services organizations, is by creating an integration between Dynamics 365 and Discovery Data. To hear about this exciting integration and from experts in data accuracy and data segmentation, join PowerObjects, Discovery Data, Microsoft, and LinkedIn for our Financial Services Data Innovation Day in New York City.

Event Details:

When: Wednesday, February 7, 2:00-5:00pm

Where: Microsoft Technology Center, 11 Times Square, New York, NY 10036

Key Takeaways:

Speakers:

Agenda:

2:00 - 2:30 PM
Registration & Networking
Sign Up, Seating, Networking

2:30 - 3:45 PM
The Importance of Data
Focus: Datalink & PowerObjects Services
Speaker: Bob Herman

3:45 - 4:30 PM
Data Segmentation: People, Process, Technology-Balanced Approach
Focus: DataLink & PowerObjects Services
Speaker: Greg Moser

4:30 - 5:00 PM
Event Close & Networking

5:30-7:00 PM
Reception & Happy Hour
Location: Sky Room – Times Square

Venue:

We hope to see you there! Be sure to register or reach out with any questions!

Happy Dynamics 365'ing!

Hear from your peers in the Financial Services industry!

In today's Financial Services Industry, regardless of what segment you are in, everyone is scrambling to provide a superior level of service. Those who develop a true Customer Experience CRM baseline will outperform the competition.

To help you stand out as a top competitor in the industry, we're excited to host a Q&A roundtable webinar – coming up next week, Thursday, December 7 at 1:00pm CST. During this webinar, you'll hear how Moneris, Black Knight Financial Services, and CRM SME, Ed Garry, have deployed Customer Experience CRM programs to provide predictive, proactive, and personalized service regardless of partner or communication channel.

This webinar will be focused around four topics

Our webinar speakers will include Allan Measor from Moneris, Steven Eagerton and Jennifer Justison from Black Knight Financial Services, and a CRM SME, Ed Garry. Feel free to bring questions for these experts! Register today!

financial services

Happy Dynamics 365'ing!