HCL Biz Apps - Dynamics 365 Capital Markets: 1-Hr Assessment

The Capital Markets industry is evolving before our eyes. New and deeply complex product types are emerging with tighter margins and cost controls. The focus on consumer protection has never been more intense, with volumes of regulatory and compliance guidelines that govern every interaction.With so many external factors that Capital Markets organisations can’t control, it’s critical to seize the opportunities they can. For instance, providing a consistently superiorcustomer experience to your clients, partners, channels and relationships can be a significant differentiator in the industry.

Built on Microsoft Dynamics 365 Customer Service, PowerCapital is a custom solution designed by Capital Markets experts based on years of experience within the industry. PowerCapital accelerates CRM implementations by leveraging the Microsoft technology stack: Dynamics 365, LinkedIn, Azure, Power Platform, AI, Machine Learning, Microsoft One Common Data Layer, and the innovative Microsoft Cloud Platform.

Our very own suite of PowerPack add-ons also offer enhanced capabilities and user experiences, such as integrated telephony, dynamic surveying, and marketing campaign automation. These tools were built to strengthen and expand the capabilities of Dynamics 365 and they are already incorporated in the PowerCapital accelerator.

PowerCapital enables Capital Markets firms to truly accelerate time to market, mitigate deployment risk, reduce program costs, increase user adoption, and streamline user experience and customer interactions. Based on nine fully developed Capital Markets user personas, the model drives the navigation, forms, and views needed for each user interface across an organization. The available personas include:

• Asset Manager: Institutional
• Asset Manager: Retail
• Asset Manager: Channel
• Manager Broker Dealer
• Registered Investment Advisor
• Wealth Advisor
• Institution
• Global Consultant
• Financial Institution

Each persona drills deeply into the different iterations. Selecting the Onboarding persona, for example, provides options for Employee, Customer, Account and Investor. Within Investor, the model provides process subtypes for New Account Setup, Documents IGO/NIGO, System Setups and Notifications. It then maps out the entire Microsoft-based technology infrastructure using the model. Benefits include:

• Service agents can anticipate customer needs by having a complete understanding of customer account information, interaction details, preferences and history – all in one platform
• With access to real-time customer information, financial advisors easily build lasting customer relationships and deliver tailored advice and accurate service.
• Boost client loyalty and renewal rates with efficient enquiry handling and proactive customer service.
• Advisers can send targeted offers to each customer based on their individual profiles, risk tolerance and needs.
• Cut operational costs by minimising administrative tasks with an intuitive interface.

Contact us today for one of our global offices to provide you with an obligation free demonstration.

Final cost of consulting service varies, based on what the customer and HCL determine, together, is best for the customer.