Worker's Fund and Business Financing Industry

Services finananciers

Financial Services

Montréal, QC

10 min reading

Power Platform, Power Automate and Sales

Computer and mobile devices

Brief

Contexte

A major financial company, operating in an unconventional model, was looking to improve its data management system. For XRM Vision, it was the perfect opportunity to work on creating a platform that would help the company and its customers move into the future. The platform was to help the company by centralizing data and providing better visibility into the promotional activities of external representatives. The organization has been managing retirement investments for nearly 30 years by providing payroll deduction services to employees of companies across the province. With a large client base, the organization needs to work with external agents to promote its services. As a financial company, in addition to having to work with several data sources, it is governed by the financial market authorities, which dictates strict standards for the protection of citizens and their data. XRM Vision's extensive experience in implementation and process optimization made this project a success.

The challenge

Le défi

The organization has a dual responsibility to continue to provide services while ensuring the security of its customer data. The first challenge was to find a solution to reduce the complexity around data handling. The existing management system meant that vital information was spread across various applications, in addition to paper files and data that was only available in the heads of external representatives. It was therefore very difficult to get an overall picture of the companies participating in its network and to know the promotional activities carried out by its representatives. Finally, this operating mode complicated the annual audit process required by the financial market authorities.

The solution

La solution

For XRM Vision, it was not simply a matter of offering data centralization. Our teams were committed to enabling this important player in our local economy to use their data effectively to help them grow. Our solution was built around Microsoft Dynamics 365 with an emphasis on Sales and Power Automate with the addition of Outlook integration. This solution not only simplified data collection and entry, but also allowed for greater transparency with the financial market authorities. Thanks to its experience and know-how with Microsoft tools, the XRM Vision team was also able to make the expense approval process more efficient and facilitate the onboarding process for new representatives.

Financial industry: cloud to simplify data entry and management

The use of Microsoft management tools is at the heart of the solution presented to the organization. By helping them enter the cloud, the XRM Vision team gave their employees the tools to simplify their task and reduce the time to process various requests. The automation of processes also involves the constant accessibility of technological tools via the cloud. This migration of operating systems has also provided managers with simple and up-to-date access to the data needed to run the business.

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Meeting government requirements and strict privacy standards

The increased knowledge of the XRM Vision team allowed us to work skillfully and efficiently to deliver a solution that met the company's needs while protecting its customers. The new technologies and improved internal processes result in easy adoption as well as a great task savings that gives the organization more time to advance its offerings and services.

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Giving organizations a competitive advantage

Flexible solutions are at the core of our team's approach when it comes to solving a problem. XRM Vision's ability to deliver bold, forward-thinking solutions comes from the extensive experience accumulated by our experts. It is this experience that has helped us design a highly adaptable architecture that will help a major financial organization propel itself into the future by offering outstanding services to their beneficiaries.

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Meeting government requirements and strict privacy standards

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Giving organizations a competitive advantage

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Supporting the organization in its use of the cloud

The company's entry into the cloud represents a significant move in the modernization of financial institutions. By relying heavily on the cloud, the organization can now automate its processes and more easily track its data and sales management activities. By extending its use of the cloud to its external network of sales representatives and building in customer management capabilities, the benefits will only grow.

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Strategy

At XRM Vision, our experts are always looking for solutions that will bring greater efficiency while being adaptable to the changes and evolution of the companies we deal with. With a financial company, this is done first by offering a solution that meets government standards and by knowing that the tools and processes offered can evolve with these standards. The Microsoft solution was the perfect choice for centralizing the organization's data and allowing for migration to the cloud, which promises to provide flexibility and performance for all its users.

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Objectives

For this financial sector company, it was imperative to de-clutter the organization of data to help the organization keep up with its projected growth.

Clear criteria were quickly established to guide the work:

Centralization of data;
Compliance with financial market authorities;
Automation of certain tasks;
Easy access at all times.

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User adoption and shift to the cloud

It is with great pride that XRM Vision completed this project with an organization that allows many workers to plan for the future. Our collective knowledge was able to be leveraged to create a solution tailored to the specific needs of the company and its representatives.

With Microsoft Dynamics 365, adoption is simple for users by giving them constant access to the tools they need to perform their jobs. Microsoft tools also enable an efficient shift to the cloud by centralizing data despite the organization's decentralized structure.

In addition to the immediate benefits, the solution is flexible and adaptable to allow the organization to achieve its growth objectives without hindrance, even if the standards or needs change. For XRM Vision, it is essential to put the growth of the companies we work with at the forefront so that we never lose sight of the future objectives that our solutions will have to fulfill.

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Some benefits

Centralized data and reduced errors;
Easy access to promotional activities;
Automation of redundant processes;
Adding clarity to annual audits;
Time savings at all levels.

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Points clés

Take Aways

Simplified data entry and management, and automated processes.

The solution met company needs while adhering to privacy standards.

Gave the organization a competitive advantage.

Automated processes and improved data tracking

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