Consulting for Financial Services with Data, Automation and AI Projects
Helping financial institutions, insurance companies, accounting firms, investment firms and financial advisors modernize services and operations with Microsoft Cloud, Power Platform, and AI.
Financial Consulting Options Sized Right
How We Partner with Financial Leaders
Expertise in Compliance
Our consultants are knowledgeable about the specific security and compliance requirements of GDPR, SOX and other regulatory standards.
Maximizing Microsoft
We help you maximize your existing Microsoft licenses by integrating Power Platform capabilities with Microsoft 365 and Azure services.
Empowering Employees
Consultants build initial solutions and train your team to build and maintain applications using the low-code Power Platform, supporting innovation.
Efficient Deployment
We help expedite digital transformation projects, moving organizations off legacy, manual, and paper-based processes.Flexible Engagements
Options ranging from end-to-end projects, fractional consulting, virtual mentoring and quickstarts.Best Practices
Implementation through governance and best practices that prioritizes security, scalability, and long-term sustainability.Solutions for Financial Institutions
Customer Analytics
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Comprehensive Power BI dashboards: Understand customer behavior, churn, and profitability across departments or teams.
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Predictive insights: Use machine learning models to forecast customer behavior and proactively deploy support services.
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Actionable reporting: Provide your team with tailored reports that drive measurable improvements in customer/client success.
Fraud Detection & Risk Management
- Anomaly detection at scale: Copilot Studio agents and Fabric data pipelines identify irregular patterns to reduce fraud and risk.
- Secure, seamless experiences: AI and Microsoft Cloud for Financial Services safeguard accounts while enabling frictionless customer and agent interactions.
- Advanced analytics for compliance: Rapid scenario modeling and cloud-powered insights strengthen defenses against cyber threats, improve regulatory compliance, and simplify reporting.
Operational Efficiency
- Streamlined back-office processes: Power Apps and Power Automate eliminate manual tasks with automated invoicing, expense tracking, and financial reporting.
- Accuracy and compliance built-in: Reduce errors and maintain regulatory standards with audit trails and embedded controls.
- Optimized operations in the cloud: Intelligent approaches to payments, forecasting, data unification, and trading lower costs and accelerate underwriting and claims resolution.
Connected Financial Data
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Unified financial insights: Microsoft Fabric brings together financial, regulatory, and customer data for trusted decision-making.
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Centralized visibility: Gain full transparency across products, transactions, and customer interactions.
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Cloud-powered trust: Ensure data consistency and reliability with a single, secure source of truth.
AI Everywhere
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Enhanced customer support: Copilot Studio and AI models improve decision-making and elevate client and advisor experiences.
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Agile operations: Smarter, more adaptive workflows support advisors and clients with responsive, efficient processes.
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Intelligent banking assistants: Copilot Studio and Azure OpenAI power everyday banking tasks with secure, AI-driven automation.
Ready to Modernize Your Financial Organization with Microsoft?
Pragmatic Works helps financial institutions and financial services companies with expert consulting in Power BI, Power Apps, Power Automate, Azure, Dynamics 365, Copilot and AI agents, Fabric and Power Pages, turning complex technology into simple solutions that drive real results.
Copilot Studio
Nothing has proven to have more ROI than artificial intelligence as far as student and educator interactions and taking pressure off staffing costs. With existing staff, development of these solutions is difficult.
Ways we can help:
- Chatbot development
- Identify with your team and construct process improvement with autonomous agents
Dynamics 365 CRM
Dynamics 365 customization and configuration for Sales, Customer Service and Field Service can take many organizations months or years. Iterate into perfection with smaller fractional sprints where the app is constantly improving.
Ways we can help:
- Support requests from your sales teams
- Constant improvement to your D365 environment
- Handle more difficult coding requests outside the experience of your team.
Power Apps
Model-Driven and Canvas apps are the perfect tool for constant process improvement. Development teams are drowning with requests to rapidly eliminate old processes.
Ways we can help:
- Elimination of paperwork by building a steady stream of applications.
- Handle support, security and development requests.
- Install and maintain governance with the COE Toolkit.
Power Pages
Empower your educators to access and update their data directly on your website—minimizing support requests and creating a more satisfying user experience.
Ways we can help:
- Deeper development outside of your team's expertise.
- Manage and maintain security and governance for your sites.
- Constantly improve your existing sites and add new functionality.
Power Automate
Automating processes through Cloud Flows and Desktop Flows can lead to amazing ROI and a reduction in manual paperwork.
Ways we can help:
- Automate paper approvals and other workflows each month.
- Constant process improvement to help employee productivity.
- Monitor and administer workflows.
Microsoft Fabric
The newest enterprise platform from Microsoft for data analytics at scale has quite the learning curve and many teams are struggling to implement this amazing platform.
Ways we can help:
- Manage and develop new data loading processes (ETL).
- Design and build advanced data models to meet your specific customer requirements.
- Write complex queries that might be out of the expertise for your team.
Power Platform and Microsoft Copilot Governance and Administration
Many organizations are great at building applications with the Power Platform but lack the knowledge to administer the environment and have no one dedicated to do this.
Ways we can help:
- Improve governance by installing and maintaining the Center of Excellence (COE) Toolkit
- Handle the requests for new environments and new security requests.
Power BI
While building reports and dashboards in Power BI is powerful and easy to learn, it can prove challenging to go from junior to senior skills for more complex reports.
Ways we can help:
- Tackle advanced DAX queries to solve your most complex reporting challenges.
- Reduce your reporting and dashboard backlog.
Project Managment
Accelerate your IT, AI, and software initiatives with expert fractional project management—flexible leadership, measurable results
Ways we can help:
- Transform your organization into an Agile methodology
- Program and project leadership during important rollouts
- Work on process optimization
- Work to transform your existing PMO team with training and mentorship
Hackathons
With Pragmatic Works’ Hackathons, students have time to implement what they’ve learned in the class on their own data with the help of the onsite instructor.
Why Pragmatic Works
Pragmatic Works is a trusted Microsoft partner serving 97% of the Fortune 100 and organizations across 55+ countries.
Our mission is simple: make complex Microsoft technology impactful and easy to adopt.
With proven experience in the public sector, we help state and local governments improve operational efficiency, deliver citizen services, and ensure compliance through secure, data-driven solutions built on Microsoft Power Platform, Azure, and Copilot.
We are a certified Microsoft Gold Partner® with over 11 years of experience as Power Platform functional consultants. We have proudly worked with industry leaders such as Cisco, FedEx, Hess, Pfizer, RoomsToGo, Tyson, and more.
97% of fortune 100 companies trust us
Thousands of companies use Pragmatic Works to learn how to best develop and administer their analytics and data systems.
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