On-Demand Webcast: Get a Grip! Taming Your Data (from Any Source—Including Salesforce) for Insights That Actually Deliver Results 2020-11-02T16:18:23+00:00

On-Demand Webcast: Get a Grip! Taming Your Data (from Any Source—Including Salesforce) for Insights That Actually Deliver Results

A Microsoft Dynamics 365 Customer Insights Webcast for
Financial Services Firms

You’re in a race to uncover and capitalize on opportunities. The only thing standing in your way is data—not the lack of data but taming it so you can glean actionable insights to achieve faster, more lucrative results.

Smart firms have discovered they don’t need to rip out existing technology, which is costly, time consuming, and unnecessary. Instead, they turn to Microsoft Dynamics 365 Customer Insights.

Watch this on-demand webcast co-hosted with Microsoft to discover how Customer Insights taps into data from any source you already use – including SALESFORCE —to help you zero in on opportunities, armed with what you need to win them.

You’ll also discover how Customer Insights can help you…

  • Eliminate dependence on tribal knowledge and guesswork by taking advantage of AI for solid, targeted insights
  • Effectively prioritize your time and energy by focusing on the right people, with the right action, at the right time
  • Tackle common challenges—watch as we demonstrate 3 business cases:
    • Determining next best action for your clients and more
    • Deciding on which clients to target for the highest returns
    • Winning more deals with effective RFP management

About the Presenters

 

Adam Beacher | Director of Business Applications, US Financial Services
Microsoft

As Director of Business Applications for US Financial Services, Adam uses his 20+ years of experience with Microsoft and Gartner to help clients achieve transformative business outcomes.

Tom Berger VP Financial Services AKA Enterprise Solutions

 

Tom Berger | Vice President, Financial Services
AKA, an HSO company

With more than 20 years of experience, Tom strategically leads the Financial Services practice by providing tangible, high-return enterprise cloud solutions.

 

Michael Quattlebaum | Vice President, CRM Practice
AKA, an HSO company

A financial services veteran, Michael has implemented more than 70 CRM systems, crediting their success to taking a business-centric approach to problem solving with technology.

 

Mike Hammons | Director, Business Intelligence & Analytics
AKA, an HSO company

A leader and subject matter expert in business intelligence and analytics, Mike helps firms build BI solutions by translating requirements into feasible designs that deliver results.

About AKA, an HSO company

HSO specializes in implementing, integrating, optimizing, and maintaining ERP, CRM, and other key business applications based on the Microsoft platform—Dynamics 365, Power Platform, Azure, and Cloud Services. As the hub of HSO operations in North America, AKA, an HSO company, is part of a global nimble systems integrator with more than 900 professionals. We have been recognized by Microsoft for the highest customer satisfaction rating of ALL Dynamics Partners worldwide, and as a 2019 Microsoft Dynamics Financial Services Partner of the Year Finalist. Every solution we deliver is designed to help you realize your vision by breaking down barriers and delivering fast time to value.

Ready to pave the way to innovation?

Whatever you’re ready for, we have the people, experience and solutions to make it happen.

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