Case study in extensibility

In this case study, you'll learn how a wealth management company used the extensibility capabilities of Dynamics 365 to build a modern, customized, cloud-based solution that met its business needs.

The challenge

The company provides personalized services to help its customers manage their wealth. It wanted to standardize and simplify its processes, expose more data, and increase visibility and interoperability for its users.

The solution

The company chose Dynamics 365 as the platform for its solution. It used the off-the-shelf capabilities to achieve a single view of the customer lifecycle across all products. It also customized and extended the solution to add special wealth management services and tailor the user experience to its customers' needs.

The benefits

By using Dynamics 365 extensibility capabilities, the company was able to:

• Streamline processes, reduce costs, and manage regulatory compliance.
• Increase revenue by delivering appropriate, innovative, and high-value services and products.
• Enhance transparency and trust by understanding each customer's story, goals, and risk capacity.
• Maintain successful end-to-end customer journeys across every account.

The company also improved its internal processes and enabled its users to deliver better services in a more efficient manner.