Video: Power Platform in Financial Services – Customer Loyalty and Digital Transformation 2020-06-11T17:20:14+00:00

Use Case Video: Power Platform in Financial Services – Customer Loyalty and Digital Transformation


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

Customer’s challenge

This large, regional commercial bank in the Northeast approached Microsoft and AKA with the challenge to help branch managers engage more effectively with customers who walk into the bank. They were also looking for a solution that could be leveraged by moving to a mobile platform. 


The AKA team worked with the bank and with Microsoft to deliver in one day a mobile application with a calendar that had been shared online with an app, with an engaging mobile display that gives managers an easy way to sort events by location, or geography, or branch or activity. So for example, if a customer walks in, the brand manager can immediately engaged with them with activities sponsored by the bank like seminars, and planning workshops–filtered by location. The client can sign up for any of these events using a mobile device. This increased customer engagement immediately making the bank’s marketing team very happy. This seemingly simple solution not only solved a problem, but it also demonstrated the power of a platform that can help businesses start leveraging their existing data and existing platforms quickly and cost-effectively.

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.