PowerObjects’ Dynamics 365 Accelerator for the Capital Markets industry – leverages Microsoft Business Applications, our own PowerPack add-ons, and our proprietary data model to empower organizations to deliver consistently superior customer experiences.

Key benefits of PowerCapital

  • Helps organizations leverage a unified 360-degree view of their customer experience to enable new insights and deliver differentiated customer interactions.
  • Advisers can send targeted offers to each customer based on their individual profiles, risk tolerance, and needs.
  • Organizations can cut costs by minimizing administrative tasks with an intuitive interface.
  • Provides Asset Managers with enriched data showing investment portfolios and recent transactions for real-time client advice and cross-sell/upsell opportunities.

Why PowerObjects for capital markets?

Our FSI practice was named the 2019 Global Microsoft Financial Services Partner of the Year.
Our Customer Service practice was named the 2019 Global Dynamics 365 Partner of the Year.
We have extensive Capital Markets experience, actively working with several large global firms.
We are 100% focused on Microsoft Business Applications.
Our Capital Markets acumen is unmatched in the Microsoft Partner ecosystem. We know the industry, the language, and the unique challenges. We’ve seen them and we’ve solved them.
Our four pillars of Service, Support, Education, and Add-ons ensure end-to-end project success every time.

Resources

  • FACT SHEET

    PowerCapital

    Learn how PowerCapital can truly accelerate time to market, mitigate deployment risk, reduce costs, increase user adoption, and streamline user experience and customer interactions.
    WHITE PAPER

    Improving the Investor & Channel Partner Experience through Customer Service Innovation

    Improving the Investor & Channel Partner Experience through Customer Service Innovation
  • EBOOK

    Learn How Successful Businesses Have Overcome Common Challenges in Customer Service

    Learn how 15 leading organizations have achieved success by overcoming these common customer service challenges.
    WEBINAR

    Top Trends and Innovations Driving Better Customer Experiences in Financial Services in 2019

    Learn the latest industry insights on CRM customer experience trends, how CX strategies impact top line revenue, ways to manage big data, and key factors in establishing a successful CRM team.

Resources

  • FACT SHEET

    PowerCapital

    Learn how PowerCapital can truly accelerate time to market, mitigate deployment risk, reduce costs, increase user adoption, and streamline user experience and customer interactions.
  • WHITE PAPER

    Improving the Investor & Channel Partner Experience through Customer Service Innovation

    A white paper for Capital Markets leaders who want to improve their customer experience capabilities.
  • EBOOK

    Learn How Successful Businesses Have Overcome Common Challenges in Customer Service

    Learn how 15 leading organizations have achieved success by overcoming these common customer service challenges.
  • webinar

    Top Trends and Innovations Driving Better Customer Experiences in Financial Services in 2019

    Learn the latest industry insights on CRM customer experience trends, how CX strategies impact top line revenue, ways to manage big data, and key factors in establishing a successful CRM team.