Financial Services Briefing App

For meetings, important client and account data may be spread across various data sources,

By making use of the Microsoft Power Platform, the Briefing App takes advantage of Power Apps and Power Automate to collate and present everything you need to know in advance of a meeting, without having to manually search for every piece of intelligence themselves, saving time, money and resources.

The Briefing App also leverages the power of Microsoft Teams to ensure you and your team never miss a thing.

• Developed on the Microsoft Power Platform for increased agility and connectivity
• Users receive an alert in Microsoft Teams at a pre-determined time before the meeting
• Displays a summary of appointment record and other key data
• The Briefing Note which collates information from disparate sources
• Links allow user to click through to access further info about the meeting
• Takes advantage of Power Automate, providing access to over 350 out-of-the-box connectors
• Fully customisable to meet your specific requirements
• Multiple templates can be used to accommodate different meetings

You can connect to over 350 out of the box connectors from a multitude of data sources.

Connectors include Microsoft Exchange, SharePoint, CRM systems such as Dynamics or Salesforce, specialist finance applications, and hundreds of other applications.

If there isn’t a connector available to suit your needs, our will be able to design and build one to meet your specific requirements.