Context: A number of Financial Advisors need to get “risk assessment” done from their clients on a regular basis as many regulatory bodies (such as AMFI in India) mandate this activity. Most advisors use excel sheets to fill this up, making the process manual and error-prone.

Solution:  Built a Web-based solution with intuitive interface for customers to provide information on a regular basis, with automated reminders. Built an intelligent dashboard that provides insights on the risk assessment. The technologies used are, Power Pages, Power Automate, Power Fx, Dataverse and Power BI.

Impact: With this simple portal and dashboard, the Financial Advisors (and their teams) an focus on serving their clients with intelligent insights apart from compliance rather than taking up a large time in sending receiving emails with excel sheets attached and then manually filling it up to create risk assessment for mere compliance.

Industries: Financial Services

Functions: Customer Service

Offerings: AI Builder & Automations, Web & Mobile Applications, Business Intelligence & Analytics, Dataverse for Storage & Integrations