Digital Transformation for Financial Services


In the Financial Services Industry (FSI), client relationships hinge on more than just customer service. Every touchpoint impacts client satisfaction and loyalty. Healthy client relationships give organizations staying power and renewed marketability, directly impacting the bottom line.

Today, CRM technology offers a unique opportunity for organizations to measure and improve their client experiences. From capital markets to insurance and banking, a Dynamics 365 solution from PowerObjects enables FSI firms to work cohesively across the entire organization to develop deeper client relationships, maximize client value, and deliver world-class customer service.

Solutions for Financial Services

PowerObjects offers a diverse and extensive portfolio of technology and service offerings designed to solve the most complex business requirements amidst changing customer demands and technology landscapes. These offerings span the following areas:

Capital Markets

The Financial Services Industry is witnessing a phase of rapid transformation driven by disruptive technologies like Smart Contracts, Blockchain, Automation, and Artificial Intelligence. Several factors, including shrinking revenues, increasing costs, and regulatory compliance, add further challenges. Our capital markets professionals can help you think through the best transformational strategies for your firm.


Whether it’s decreased productivity due to redundant processes, increasing operational costs, and/or regulatory changes, insurers struggle to keep up with these challenges and ongoing market demands. Our experienced professionals can help you think through the best approach to meet these challenges to stay competitive and ahead of the curve.


Digital disruptions are forcing banks to rethink operating models. Today, customers demand real-time interaction, immediacy, and transparency. They want an experience on par with that of Uber or Amazon. Our banking professionals can help you address many of these challenges and provide insight into solutions contributing to the transformation of the banking industry.

Key Benefits

  • 360-degree view of customer data equips frontline employees with information needed to deliver optimized customer experiences
  • Enables contact centers to handle more interactions and anticipate customer needs
  • Delivers better visibility into the sales pipeline
  • Streamlines and automates key banking and insurance processes
  • Reduces operational costs and on-boarding time across all branches and departments


Top Trends and Innovations Driving Better Customer Experiences in Financial Services in 2019

Learn the latest industry insights on CRM customer experience trends, how CX strategies impact top line revenue, ways to manage big data, and key factors in establishing a successful CRM team.

Learn How Successful Businesses Have Overcome Common Challenges in Customer Service

Learn how 15 leading organizations have achieved success by overcoming these common customer service challenges.

Improving the Investor & Channel Partner Experience through Customer Service Innovation

A white paper for Capital Markets leaders who want to improve their customer experience capabilities.

FSI Agents to Ambassadors Mockup

Agents to Ambassadors

Learn how to create better customer experiences in the financial services industry.

Customer Success Stories

See what these companies did with Dynamics 365.


Learn why Moneris switched to Dynamics 365

Moneris Solutions.

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BGM TruNorth.

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Charge It Pro.

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What do you get with PowerObjects as your digital transformation partner?

PowerObjects is 100% focused on providing service, support, education and add-ons for Microsoft Dynamics 365. Our customer-centric approach will ensure that your solution is tailored to your organization’s needs, that you can maximize your user-adoption with our education and training programs, and receive on-demand technical help from our dedicated support team. We make sure you get the most out of Dynamics 365! We’ve learned from working with thousands of customers what it takes to make a Dynamics 365 implementation successful and have put that knowledge into action to help you get the most from your investment.