PowerCapital

Built on Microsoft Dynamics 365, 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