As a financial services provider, you’re probably finding the competition is becoming more intense. You have to compete to offer more to your clients, work harder to stay in compliance with ever-changing regulations, while at the same time ensure you’re taking advantage of every opportunity.

Legacy, home-grown, and point solutions can’t provide you with the technology, flexibility, and scalability you need to accomplish your goals. But you also need to think about the future of your firm. Are you really sure you’re suitably positioned to meet your strategic goals?

With cloud solutions powered by Microsoft Azure and Dynamics 365 (formerly known as CRM, AX, and GP), HSO equips you for a digital transformation that can meet your needs—from entering new lines of business to expanding into new countries to providing an unforgettable client experience.

For accounting and operations:
How do you meet everybody’s requirements when your front line is focused on client satisfaction and you’re focused on efficient operations and meeting strategic goals? With HSO’s DynamicsAdvantage for Financial Services, you get everything you need to manage operations efficiently today and be prepared for tomorrow’s growth, expansion, and changing business needs. With critical information at your fingertips, you have what you need to make the strategic decisions that will drive growth while reducing costs and debt.

For client acquisition and loyalty:
Today, client loyalty is a top priority. With competition coming from every direction, it is critical for you to provide better service, smarter advice, and that extra touch that clearly shows your clients they are top of mind.

The key to earning client loyalty is the ability to be proactive in serving them and to constantly improve processes. HSO’s DynamicsAdvantage for Financial Services and Microsoft Dynamics 365 Customer Insights give you the tools you need to understand and anticipate client needs to build deep, meaningful relationships and a superior customer experience.

Get exactly what you need to run your business your way
A solution loaded with features still isn’t enough to address those unique, all-important processes. The Microsoft Power Platform provides Power Apps, Power BI, and Power Automate (formerly known as Microsoft Flow) that give everyone–not just programmers–easy access to business intelligence, app development, and connectivity. The Power Platform extends Dynamics 365 but also integrates with nearly any application or system, including SAP, Salesforce, Oracle, or point solution. It enables you to easily build business apps and extend or customize the software solutions you use—in days, not months.

Discover what you can do for your firm with an HSO Power Platform Proof of Concept engagement
A proof of concept is a simple, low-risk way to see what the Power Platform can do for your agency. In a 5- to 10-day engagement, we work with your firm to re-imagine your goals and challenges. The engagement doesn’t just stimulate ideation’; it provides deliverables that demonstrates the value you can expect from a Power Platform project. Learn more about HSO’s Proof of Concept offering.