Demo: Power Platform in Financial Services – Automated Client Reporting from Salesforce 2020-06-11T17:23:14+00:00

Demo Video: Power Platform in Financial Services Video Series – Automated Client Reporting from Salesforce


Part of AKA’s Power Platform in Financial Services Video Series

Customer’s challenge

This financial services firm had a challenge with properly managing and distributing client obligation reporting. They had been managing much of the process for distributing reporting, but it was manual and slow. The process involved shared distribution, email lists, spreadsheets, and the like. Obligations were well-defined within Salesforce, but subscribers to the distributions and scheduling for the distributions were not. Business expectations were very high, with rules that had in the past been tribal knowledge only.


The firm had the option of building a solution within Salesforce, they chose Microsoft and AKA to build a solution surrounding Salesforce using Power Apps and Power Automate. With no disruption of other processes or software, the solution streamlined this process while removing the risk. Ensuring that the obligations were met through fully automating the process gave the business and their compliance team peace of mind that the right reports were being sent to the right people on time. This tool is being used by the team managing client obligations and in this case, within the institutional channel.

Getting started with a Proof of Concept

The key to consistent, profitable growth in today’s volatile financial marketplace is to take advantage of technology –quickly and cost-effectively. With Power Apps and other components of the Power Platform, AKA can bridge the gap with a low-code, rapid application development environment for building apps, automating workflows, and extending the software solutions you already use, just like we did with this firm. The result is exactly the functionality you need to accelerate your vision—in days, not months, and at a lower cost than traditional software development and without having to uproot your other applications and platforms. When off-the-shelf software doesn’t meet that all-important need, call us to see a demonstration of the value of the Power Platform. We’ll start with a 5- or 10-day proof of concept that will show you how we can leverage the Power Platform to tackle those challenges and keep your business moving forward. It’s a low risk approach to proving it out for your organization while building excitement and buy-in for a wider deployment.

About AKA Enterprise Solutions

AKA Enterprise Solutions is a Gold Certified Microsoft Dynamics Partner, dedicated for more than 30 years to Microsoft technologies, including Dynamics 365, Azure Cloud services, business process consulting, and custom application development with the Power Platform. We combine technology with deep industry knowledge in Financial Services, specifically insurance, banking & capital markets, including asset management, wealth management, hedge funds, private equity, and investment banking. We are honored to have been recognized by Microsoft for many years for our work with financial services firms. 2019 marked our 15th year as a member of Microsoft Dynamics Inner Circle, and we have been recognized as a Microsoft Dynamics Global Financial Services Partner of the Year Finalist.