PowerObjects’ Financial Services team is on a mission to create the most seamless solution for maximizing the power of data. One way that we are enhancing Dynamics 365 for Financial Services organizations, is by creating an integration between Dynamics 365 and Discovery Data. To hear about this exciting integration and from experts in data accuracy and data segmentation, join PowerObjects, Discovery Data, Microsoft, and LinkedIn for our Financial Services Data Innovation Day in New York City.

Event Details:

When: Wednesday, February 7, 2:00-5:00pm

Where: Microsoft Technology Center, 11 Times Square, New York, NY 10036

Key Takeaways:

  • Data Accuracy Best Practices: Learn more about the importance of data accuracy and how to manage Information – AUM, performance, relationships, activities, history, marketing campaigns, etc.
  • Data Segmentation Best Practices: Utilize data to define investor, wholesaler, retail and channel segmentation to drive revenue, marketing strategies, and relationships
  • The Solution: See how our newly integrated Dynamics 365, LinkedIn, and Discovery Data solution will drive proactive, personalized, and predictive messages to your investors, partners, and channel every time
  • Networking: Join us for happy hour immediately following this event



2:00 – 2:30 PM
Registration & Networking
Sign Up, Seating, Networking

2:30 – 3:45 PM
The Importance of Data
Focus: Datalink & PowerObjects Services
Speaker: Bob Herman

3:45 – 4:30 PM
Data Segmentation: People, Process, Technology-Balanced Approach
Focus: DataLink & PowerObjects Services
Speaker: Greg Moser

4:30 – 5:00 PM
Event Close & Networking

5:30-7:00 PM
Reception & Happy Hour
Location: Sky Room – Times Square


We hope to see you there! Be sure to register or reach out with any questions!

Happy Dynamics 365’ing!

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Joe CRM is a CRM superhero who runs on pure Microsoft Dynamics CRM adrenaline. As the face of PowerObjects, Joe CRM’s mission is to reveal innovative ways to use Dynamics CRM and bring the application to more businesses and organizations around the world.

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