Demo: Power Platform in Financial Services – Next Best Action for Sales 2020-06-11T17:22:29+00:00

Demo Video: Power Platform in Financial Services – Next Best Action for Sales

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

Customer’s challenge

This global asset management firm had a well defined process for distributing marketing materials to their intermediary channel. However, sellers wanted to be able to better control and manage the messaging to their advisors while the messaging was still properly vetted for compliance and branding purposes. They wanted to do so in a simple-to-use, engaging user interface and wanted to get something ready for the business very quickly.


This solution is embedded into the firm’s CRM solution and enables sellers to opt individual advisors in or out of a marketing campaign and to customize the messaging within the email itself prior to sending. The solution leverages an existing Marketo deployment for market segmentation and distribution of the emails. This Power App has enabled sellers to have much better control over the messaging and content being delivered to their clients and gives them a quick launching point for their interactions with clients. This solution can be standalone or embedded within CRM and will soon also be formatted for mobile. While segmentation is currently managed within the marketing solution, it could also be augmented with artificial intelligence and machine learning to deliver better, more directed segmentation.

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.