Capital Markets – the intelligent middle office

Imagine…complex processes in capital markets, automated. Connected workflows and intuitive, intelligent insights served to the right people, at the right time…in REAL time.

Microsoft technology is changing how wealth managers, investment banks, the entire industry interacts. You have more power than you ever thought possible.

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A range of resources for to help capital markets leaders adapt and grow with the very latest technology, automate operations and excel in client experience in the months and years ahead.

Build intelligent operations by empowering employees and connecting data

Learn how Capital Markets firms must not only evolve their operations, but find new ways to compete.
Learn how low code platforms such as Power Platform can help modernise operations and deliver innovation, turning EUC’s into end user solutions.
Gain insight into how Microsoft’s platforms addresses the issue of data compliance.

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10 minutes with….Microsoft’s Financial Services Specialist Richard Gaster

Learn how Microsoft and Redspire and working together to connect data, people and processes in Capital Markets.
Gain insights into the challenges and opportunities the sector is facing.
Understand how Microsoft is driving digital transformation in the sector.

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The impact of the pandemic on banking and capital markets group

See how sector leaders responded to the new operating environment and how accelerated transformation will shape the future of insurance.
Understand the technology stacks that are driving radical innovation and change.
Explore behavioural best practice strategies for steering your people through challenging periods of uncertainty and change.

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Redspire and Microsoft’s suite of free online workshops help capital markets leaders drive their transformation strategies, with the right technology, at the right time. Book online now or get in touch for a chat.

Who’s the workshop for? CTO’s or CIO’s who manage tactical and strategic digital transformation within Microsoft managed accounts

Explore data modernisation and low-code, no-code capabilities. Push creative boundaries and put the ability to build cool stuff in your people’s hands.
See use cases of Power Platform in action, to visualise how it’s more that the sum of its parts.
Conceptualise connected sales, service and acquisition journeys, built with Power Platform and hundreds of data integrations, including Dynamics 365 and third party tech.

Who’s the workshop for? Asset managers, sellers and c-suite transformation leads in Microsoft account managed capital market groups

See how technology can enable sales and relationship managers to sell smarter and faster with Dynamics 365, enriched by AI and LinkedIn Sales Navigator.
Accelerate sales with predictive lead scoring and forecasting, with intelligent assistant support through the engagement process.
Unify rich customer data, company assets and top seller playbooks with free advanced insights features across desk-based dashboards and on-the-go devices.

Who’s the workshop for? Client acquisition teams and c-suite transformation leads in Microsoft account managed Capital Markets groups.

Gain a holistic view of customer behaviours with rich data insights, and discover new audience segments with AI-driven recommendations.
Visualise how to automate complex financial promotions compliance and connect to sales and service applications.
See how to create segmented nurture and transactional journeys that increase sales and loyalty and make use of simple, configurable content templates.

Who’s the workshop for? Front office Experience and Service leaders, as well as c-suite transformation leads in Microsoft account managed Capital Markets groups.

Learn how to build loyalty and increase service performance with Dynamics 365 for Service, Omni-channel for Service and Power Platform integrations.
Connect the dots across multiple touchpoints to create incredible journeys for retail and institutional investors and understand and react to emerging service needs with AI and self-serve solutions.
Manage processes and cases from first touch to resolution and gain real time insight on trends and satisfaction.

WORKSHOPS OVERVIEW

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Build, plan, and execute transformation strategies with a proven, innovative approach from Microsoft Catalyst – an envisioning and planning program that employs Microsoft Dynamics 365, the Microsoft Power Platform, and the Microsoft Cloud.

Redspire Catalyst Process for Capital Markets

Capital markets organisations are redefining their businesses to ensure cost-effective and efficient compliance with the global regulatory changes introduced in 2019. Client expectations are rising, as well as their desire for meaningful returns on their investments. Increasingly, firms are using digital tools to introduce data-driven compliance, drive intelligent workflows between the front, middle and back office, and generate deeper decision making insights in real time.

In this changing landscape, how do you envision the future state of your organisation? Build your transformation strategy with Microsoft Catalyst, a proven and powerful approach to innovation.

Using the proprietary IDEA framework, developed with McKinsey, Harvard Business School and Microsoft, Redspire’s Catalyst trainers can help your team and stakeholders develop a mutual understanding of these business objectives and challenges, quantify your project value and bring it to life in a demonstration, proof of concept or pilot. Together we can plan a program of work to deliver the transformation project, with the right technology at the right time.

CATALYST OVERVIEW

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Customer Story: Intelligent Middle Office

Read about how Redspire and Microsoft collaborated with a leading UK Pension Fund to connect Middle and Back office functions and automate key legal and risk processes.

This customer success story showcases the first phase of Power Platform and Dynamics 365 for Service implementations a third party integrations with Adobe sign, which standardised and streamlined existing business processes. The intelligent middle office project continues, building agile business processes that allows the Fund to modernise across all part of the business.

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“At the forefront of customer experience and digital transformation, change comes fast and often, particularly in Capital Markets and Wealth Management. It’s my job as a hands on business leader and CEO at Redspire to be ahead of that curve and give our clients the greatest strategic advantage through our Microsoft partnership and their technologies. I’m driven by adding value and seeing change happen the sector, and to growing Redspire to be a business that supports growth, innovates and gives back to the community.”

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“As lead Solution Specialist for Redspire, I’m usually helping our Capital Markets clients scope and visualise the limitless possibilities of Microsoft Dynamics 365 and Power Platform. I’m fully Microsoft Catalyst trained to ensure our work in Capital Markets and the wider Financial Services sector inspires project success, helps design the future of the business and empowers businesses to innovate and bring change through the Microsoft stack.”

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97%

of Fortune 500 companies have joined the Power Platform’s low-code, no-code revolution

greater demand for mobile apps than IT teams can deliver

>3m

monthly active developers on the Power Platform

80%

of financial services companies are in the Microsoft cloud

3000%

YOY growth for Microsoft Power Apps

Customer Story: Intelligent Middle Office

Read about how Redspire and Microsoft collaborated with a leading UK Pension Fund to connect Middle and Back office functions and automate key legal and risk processes.

View Case Study