Power Platform for Financial Services

Transform Financial Services with Automation, Insights, and Innovation.

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Introduction to the Power Platform for Financial Services

Microsoft’s Power Platform equips financial services organisations with the tools to optimise operations, enhance customer relationships, and make smarter, data-driven decisions. By integrating Power Apps, Power Automate, Power BI, and Power Pages, this suite enables you to build custom applications, automate manual processes, and deliver secure, data-driven web portals for clients and stakeholders.   

Whether it’s improving compliance workflows, streamlining client onboarding, or delivering personalised services, the Power Platform provides scalable solutions tailored to the financial services sector. When combined with Dynamics 365, it forms a unified, efficient system for managing every aspect of your operations.   

Learn more about Dynamics 365 for Financial Services

Use Cases of the Power Platform in Financial Services

First impressions matter, and the Power Platform helps you simplify and personalise onboarding:   

  • Automate repetitive tasks like document collection and verification using Power Automate.   
  • Build a custom portal with Power Pages to allow clients to securely upload documents, track progress, and communicate directly with your team.   
  • Use automated workflows to notify internal teams of required actions, ensuring a seamless experience for clients.   

Mitigating risks is critical in financial services, and Power BI provides the tools you need:   

  • Create real-time dashboards to monitor key risk indicators and identify trends.   
  • Use predictive analytics to anticipate potential financial risks or compliance breaches.   
  • Share insights across departments to foster informed decision-making and proactive risk management. 

Navigating the regulatory landscape can be time-consuming, but automation eases the burden:   

  • Power Automate can collate data from multiple sources and generate compliance reports automatically. 
  • Use Power Pages to share compliance updates and key documents with external stakeholders in a secure and user-friendly portal. 
  • Ensure deadlines are never missed with scheduled alerts for regulatory filings or audits. 

Delivering tailored services enhances client loyalty. With the Power Platform, you can:   

  • Use Power Pages to develop secure customer portals where clients can access account information, update details, or request services effortlessly.   
  • Automate communication workflows with Power Automate, sending timely updates, reminders, and personalised recommendations.   
  • Analyse client behaviours with Power BI to identify opportunities for cross-selling and upselling.   

Efficiency is key to staying competitive in the financial services industry. Use the Power Platform to:   

  • Automate invoice processing, payment tracking, and reconciliation using Power Automate.   
  • Build a custom financial dashboard in Power BI to monitor cash flow, profitability, and budget adherence.   
  • Use Power Pages to create a secure portal for clients or vendors to access financial reports, invoices, and payment updates. 
Power Platform Applications
  • Brand Finance Logo
  • Museums Association logo
  • RMI LOGO
  • Impact LOGO
  • Arup Logo
  • Redwood Bank Logo
  • CPT logo
  • Visku Logo
  • The Spencer Academies Trust Logo

Advantages of the Power Platform in the Financial Services Sector

Tailored Solutions

Develop bespoke applications and portals to address the unique requirements of financial services, such as client onboarding, risk management, or portfolio tracking. 

Operational Efficiency

Automate repetitive, manual processes to save time, reduce errors, and allocate resources to high-value activities. 

Data-Driven Insights

Leverage advanced analytics to make informed decisions, identify growth opportunities, and manage risks effectively. 

Secure Customer Portals

Use Power Pages to provide clients with a secure and user-friendly platform for accessing key services and information. 

Seamless Integration Across Systems

Connect your existing tools into a unified platform. The Power Platform enables seamless collaboration and streamlined operations across all your systems. 

Why Work with Pragmatiq

At Pragmatiq, we specialise in delivering tailored Power Platform solutions for the financial services sector. Whether you’re focused on enhancing client engagement, improving compliance, or optimising operational workflows, we bring deep industry expertise to every project.   

We can help you by: 

  • Automating compliance reporting to reduce administrative burden.   
  • Developing client onboarding portals for a seamless customer experience.   
  • Building advanced dashboards for risk analysis and financial planning.   
  • Creating secure web portals with Power Pages to enhance client and stakeholder communication.   

By partnering with Pragmatiq, you gain a trusted advisor dedicated to aligning technology solutions with your organisation’s goals.   

Start your journey today
Brand Finance Case Study

“We approached Pragmatiq to conduct an audit of our current Dynamics 365 System.

They demonstrated a professional and detail-oriented approach, providing clear and concise recommendations that were tailored around our specific needs and requirements. The team also ensured that any complex technical information was explained in a clear manner, making the entire process easy and enjoyable.

Overall, The Pragmatiq team provided a thorough and comprehensive analysis of our current set up and I would recommend Pragmatiq to any business who require support in understanding Dynamics 365 and the benefits for their organisation.”

Julian Hynd Chief Commercial Officer at Redwood Bank

“We approached Pragmatiq to help us with an incumbent Dynamics 365 system which had various legacy issues having been customised by numerous consultants over a number of years. They dealt with all the nuances quickly to get our system up to a standard they were happy to work with. From there, the Pragmatiq technical team ran with a large project and it’s fair to say they now know our business inside out. Their ability to understand what we do and how we do it having only seen it from an ‘IT perspective’ was and still is impressive. We would highly recommend Pragmatiq.”

Managing Director at Asset Finance Company

“The team at Pragmatiq took their time to understand our complex business needs and while having to build something that suited all our different Associations which in itself came with many challenges, they sensitively came forward with ideas and solutions which helped us not only enhance our processes but maximise our efficiencies.

The end result is that the team at Pragmatiq provided us with a platform that not only works for all our Associations and their individual requirements, but one that will grow with us as an organisation.”

Chris Thomas Finance Director at The Retail Motor Industry Federation

Ready to Transform Your Financial Services Operations with Power Platform?