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How data and automation make indie game developers competitive (VB Live)

March 25, 2021 Big Data

Presented by Snowflake

Gaming is a tough — but lucrative — market. Data levels the playing field for developers, fueling effective user acquisition, monetization, and more for companies of every size.

Join this VB Live event featuring GamesBeat’s Dean Takahashi in discussion with of experts from EA, Jam City, and Snowflake, and learn how to leverage data and cash in on growth opportunities.

Register here for free.

Mobile gaming has been a data-driven business since the start, but the biggest story over the past few years is the advent of machine learning and automation. Marketing teams in mobile have relied on data for a long time, and now machine learning has expanded their ability to leverage that data, says Brian Sapp, SVP of user acquisition, marketing, and ads at Jam City.

“Automation has risen with Google and Facebook on the network side, but now it’s coming into the buyer side and the marketing side,” Sapp says. “Automation is allowing us to hand metrics over to machines to optimize campaigns with way more data than any human ever could.”

As an example, the main metric that humans have optimized toward in UA marketing for years has been day one or day seven return on ad spend, or ROAS. It’s a metric that allows marketing teams to balance cost with user quality. It’s been a popular metric to optimize to simply because in terms of cognitive load, ROAS was the easiest for teams to understand and optimize across a variety of campaigns.

But machine learning and automation lets marketers step away from the single metric that humans can understand, and hand it over to the algorithm that can take into account a lot more data than just day one, day seven ROAS. Now Jam City is looking at account cost, CPM, cost to the market, CPI elasticity, the amount of payers per campaign versus the amount of risk, predictive LTVs, long-term payback and so much more.

Automation and machine learning has also had a major impact on personalization, Sapp says.

With machine learning, you can look at all of a player’s journey, whether they’re new or they’ve been in the game for five years, and create segments of users in an unbiased way.

We’re only at the tip of the iceberg with what can be done, Sapp says, but there are challenges as companies try to wrap their arms around the technology. One of the biggest will always be the data itself.

“Make sure that you get your instrumentation right, because getting bad data and trying to clean it up later is very challenging,” Sapp says. “And make sure you’re working with products that are nimble, and give you flexibility to leverage new technologies when they come.”

Indie developers need a solution for in-game data, for marketing — which pulls from a variety of different data sources — and a data warehouse solution that makes it easy to query and visualize that data.

“As an indie dev, you’re probably looking at those three buckets, and you need to find companies that give you pretty flexible solutions that can handle each of those areas,” he says. “If your job is making games, data is not your area of expertise. It’s worthwhile to do your homework and do a lot of research to get it right.”

It’s also important for studios and businesses in a data-driven world to find the right KPIs to focus on — and you don’t want to focus on one KPI to the detriment of others. Sapp recommends finding at least two to four KPIs that are important to your business, whether that’s long-term retention or daily active payers and so on, and make sure you’re instrumenting your data that gives you the answers around those KPIs.

“That would be first and foremost, because that’s what’s going to drive the business, and drive the long-term results the business is looking for,” he says.

Second, he notes that humans have a tendency to over-optimize their way into poor performance. Have a good understanding of how to use the data to optimize your product, and don’t get too narrowly focused.

Or in other words, don’t get too granular or take too short-term a view of your data without taking into account the long-term view, longer-term trends. And learn to understand what is standard deviation and what is noise, or you can get yourself in trouble, he says.

In terms of how marketing operates, not much will actually change with the advent of IDFA, he believes. Giving users more choice in their privacy is a good thing for the industry, and will go a long way to building trust between developers and users.

“The key to marketing is getting your product in front of users and selling the message of that product and why it’s important,” he says. “Aligning with audience motivations, finding the right creative messaging to get that point across, that’s not changing for us.”

With the advent of automation, creative has become more important than ever in marketing, and Post-IDFA, that won’t change.

“Making sure we’re making creative that resonates with the right audiences, making sure we understand what those audience motivations are, is still going to be the most important part of our marketing machine,” he says. “We’ll continue to be successful following those fundamentals.”

Don’t miss out!

Register for free here.

Participants will learn how to:

Better use data to improve the effectiveness of ads and marketing
Make data-driven decisions around optimization and personalization
Overcome challenges with legacy data stacks
Break down data silos for a single-source, holistic view of audiences
Ensure data privacy and security

Speakers:

Daniel Lopez, Director, Mobile Growth, Electronic Arts (EA)
Brian Sapp, SVP, User Acquisition Marketing & Ads, Jam City
Daniel Myers, Senior Developer Relations Manager, Snowflake
Dean Takahashi, Lead Writer, GamesBeat (moderator)

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Big Data – VentureBeat

Live Webinar: Maps integration within Dynamics 365 CRM/Power Apps – Advanced Auto Scheduling, Territory Management, PCF Controls, and more with our December 2020 release!

January 30, 2021 CRM News and Info

Your eyes are in for a treat, we’re about to unveil for the first time in action, the latest enhanced version of the December 2020 Maplytics release! Productivity just got goosebumps. In this release, we bring you the enhancement to some of the most popular features of Maplytics like Auto Scheduling, Territory Management, PCF controls, etc.

Ready to dive in for a productivity swim? Get your seat pre-booked for our Maplytics December 2020 release below for FREE:

Advanced Territory Management, Auto Scheduling & PCF Controls To Redefine Your Field And Market Presence!

February 3, 2021 – 11 AM EST

Here’s a quick highlight of what you will know once you’re done with this webinar:

1. Detail Map Control: Perform Maplytics features without switching screens.

2. Auto-Scheduling: Create optimized schedules for multiple users at once.

3. Territory Management: Create balanced sales and service territories automatically.

4. Associate Records: Associate required records with multiple records plotted on a map.

5. Set Regarding: Set the required records as regarding while sending bulk emails.

So if you want to start and take on your 2021 at a productive note, join us to redefine your field and market presence using Maplytics within Dynamics 365 CRM/PowerApps!

But wait! Do the date not align well with you? Do you have other commitments? Or are you unsure if you’ll be able to attend the live webinar? No stress, we’ve still got you covered. Every registrant receives a full recording delivered right to their mail for absolutely no charge.

Interested? Click below to…

Save My Seat

Each webinar we host has an interactive element in it where we give you access to our solution expert on a direct one on one basis. This gives you a unique opportunity to clarify your queries, doubts, or any concerns.

So if you’re still here and haven’t made any clicks, what’s the wait? There are only a few days left for registrations, your productivity upgrade is a click away!

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CRM Software Blog | Dynamics 365

Why it’s time for fintechs and FIs to jump on the open banking bandwagon (VB Live)

January 28, 2021 Big Data

Presented by Envestnet | Yodlee

As open banking initiatives gain traction, fintechs and innovative financial firms are in an ideal position to deliver personalized products, apps, and services based on consumer-permissioned data. Learn how to prepare and more in this VB Live event!

Register here for free.

Progress is continuing on the open banking front, and the forward movement is promising, says Brian Costello, VP of Data Strategy and Strategic Initiatives at Envestnet | Yodlee.

Open banking gives consumers more control over their financial data. New privacy regulations allow consumers to more easily access and share their account information to find solutions that best suit their financial needs. The opportunity for financial institutions is significant: as consumers give permission to third-party companies to use their data, banks and fintechs can provide a variety of applications and services to improve their financial wellbeing — including managing personal finances, obtaining loans, making payments, providing investment advice, and more.

And there are clear signs of progress toward the widespread adoption of open banking, explains Costello. It can be measured by the number of data access agreements now being signed between aggregators and financial data providers, and the engagement of stakeholders, data providers, aggregators, and fintechs.

Membership in initiatives like the Financial Data Exchange, FDX, and the Financial Data and Technology Association, FDATA North America, is growing in the U.S. and Canada. Additionally, the advisory council on consumer-directed finance in Canada did a series of stakeholder meetings in the fall, and on December 31, 2020, put a recommendation on the desk of the Minister of Finance. And when the Consumer Finance Protection Bureau establishes public rulemaking around Dodd-Frank 1033, it should put a regulatory underpinning on the open banking initiative in the U.S., including an affirmative right for a consumer to access and use their own data.

“As much progress as we’re making in enabling consumers and small businesses to engage with third parties for positive financial outcomes, as much progress as we’re making in building an environment for innovators and developers to turn their ideas into a service, an app, a customer engagement,” he says, “we also need to make sure we’re protecting consumers as we’re shifting these types of financial services to these innovative, wholly digital propositions.”

For financial institutions and fintechs that haven’t jumped on the open banking bandwagon, it’s not too soon to get started, he says, even if it’s not on the road map from a technical standpoint.

“An FI that’s not familiar with what’s going on might think that there is a lot to do before they can even get started, and that simply isn’t so,” Costello says. “They can crawl, walk, and run into a safer, more customer-impactful role in the U.S. open banking ecosystem right now, today. There is no reason to be on the fence anymore.”

The whole ecosystem is about choice, he says. It’s about the consumer’s and small business’s choice to engage with a third party that is right for them. It is about the developer’s, the innovator’s choice, and fintech’s choice to engage with the platform provider that’s right for them. The challenge with choice is, when you have a lot of selections at the table, it’s sometimes hard to choose how to start, but that shouldn’t stop a consumer or an FI, he says.

“If you’re a consumer, look at what your needs are and start doing the research, talk to people,” he says. “If you’re an innovator and you’ve got a great idea, we need that idea in practice today. If you’re an FI and you’re sitting back waiting to see how things are going to coalesce, they’re coalescing right now. We need you involved now.”

Don’t miss out!

Register here for free.

Attendees will learn:

What’s happening with open banking in the U.S.
How open banking ecosystems work
Ways open APIs drive financial wellness
How to leverage deep consumer insights
How to prepare for open banking

Speakers:

Peter Polson, Founder, Tiller Money
David Nohe, CEO, FinGoal
Brian Costello, VP, Data Strategy and Strategic Initiatives, Envestnet | Yodlee
Evan Schuman, Moderator

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Big Data – VentureBeat

Why the open banking movement is gaining momentum (VB Live)

January 25, 2021 Big Data

Presented by Envestnet | Yodlee

Open banking initiatives are gaining traction in the U.S. Join our webinar to discuss the current status of open banking with industry thought leaders from FinGoal, Tiller Money, and Envestnet | Yodlee, and learn how it’s fueling both opportunity for FIs and better financial outcomes for consumers — and how to prepare.

Register here for free.

The open banking movement is gaining momentum in the U.S., and more folks in the industry, especially traditional financial institutions, are starting to pay more attention than ever to the trend — and competitive influences are driving that change, says David Nohe, CEO, FinGoal.

“Legacy players are in a massive season of transition as digital-only banks continue to gobble up market share,” Nohe says. “If they don’t make some change in order to stay competitive, they have an existential crisis on their hands.”

That’s why the largest banks in the world are starting to make significant investments in innovation all up and down their stacks, to improve everything from new account onboarding to the merger of consumer and business banking accounts, which for years were separated, to bringing in all sorts of third-party functionality – which is bolstered by open banking.

Open banking is the practice of sharing consumer financial information via APIs with third-party companies for the development of new apps and services. FIs are getting the message that open banking is happening and it’s in their favor, Nohe explains. It’s good for their business, and will help them be more competitive, because first, they don’t have full market share of any of their customers. Second, even a big bank or a well-funded digital-first bank can’t build all of the functionality that a company with a billion dollars of investment capital behind them can. And third, driving new product value in digital banking and digital financial services requires open sources of data from throughout the ecosystem.

“Consumers are giving their banks and financial service providers access to more and more parts of their life, enabling that FI to serve them better,” Nohe says. As an example, he explains that the pandemic has seen a surge of traditional W-2 income employees starting to supplement with 1099 income — side hustles of all shapes and sizes. With open banking, FIs can identify that change, and offer value to the customer by finding expenses that might be tax deductible; and if that same customer eventually drops their full-time employment and becomes fully self-employed, there are all sorts of other financial services that the FI could provide to them as a small business owner.

“Before, you might market broadly to the world and you hope that your existing retail customers knock on your door once they become small business owners. Today we’re in a world where forward-thinking banks have visibility to that change because they’re looking at the data,” he says. “They can be proactive in outreach to customers.”

To take advantage of the open business movement, business leaders in the financial sector need to start pushing their existing core banking and digital banking software vendors on what they’re doing to enable access to third-party data — and to open up access to their first-party data to third parties, Nohe says.

“All vendors will say they have a strategy and it’s possible, but ask them what it costs,” he adds. “Ask them for a way to speak with another institution on their platform that’s already doing that kind of thing, and see how it works in practice.”

For the same size institution, getting the same types of service, but using different vendors, Nohe has seen enormous differences in cost and complexity. A regional institution might have to pay $ 20K to $ 100K a month in extra fees to their vendors just to enable some data sharing, while other vendors, for the very same size institution, might have a $ 1,500 implementation fee and a couple of hundred dollars to keep it going.

Much of that comes down to how the different vendors have built their businesses and their tech ecosystems to enable this kind of sharing. If it’s expensive, that’s a sign that it’s overly complex and difficult to implement. If it’s not expensive, that’s a good sign — but ask for references so you can make sure this is real, he adds.

For more on the current state of open banking in the U.S., an in-depth look at how an open banking ecosystem functions, and how open banking can transform your relationship with your customers, don’t miss this VB Live event.

Don’t miss out!

Register here for free.

Attendees will learn:

What’s happening with open banking in the U.S.
How open banking ecosystems work
Ways open APIs drive financial wellness
How to leverage deep consumer insights
How to prepare for open banking

Speakers:

David Nohe, CEO, FinGoal
Peter Polson, Founder, Tiller Money
Brian Costello, VP, Data Strategy and Strategic Initiatives, Envestnet | Yodlee
Evan Schuman, Moderator

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Big Data – VentureBeat

Managing and Marketing Microsoft Teams Live Events – Part 2

January 13, 2021 CRM News and Info

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In part one of our 2 part blog series on Microsoft Teams we told you what Microsoft Teams Live Events are and we showed you how is simple to create and market a Teams Live Event. There are 3 simple steps to follow when holding a Microsoft Teams Live Event: planning and set up, marketing, and post event wrap up. In this second part, we will cover marketing your Teams Live event – as well as post event wrap up.

Step three: Marketing your Microsoft Teams Live Event

This may be one of the most important steps in holding your live event. You need to ask yourself who it is that you want to attend your webinar. Do you want primarily new customers, existing customers, or a mix? If you are primarily marketing to existing customers, you may want to do something like add a note to your email signature or send emails to existing customers or prospects. When engaging new prospects, you may want to do something such as creating a blog about your topic and post it on social media. Don’t forget #hashtags! You may also want to consider joining and posting in LinkedIn groups related to your topic and creating LinkedIn Lead Generation forms to capture sign ups from LinkedIn.

Our marketing automation tool of choice is ClickDimensions. ClickDimensions was made exclusively for and is natively built in Microsoft Dynamics 365. Using ClickDimensions, we built a campaign automation when planning the marketing of our webinar. Campaign automations allow you to set up dynamics paths for a contact or lead based on certain actions. In our fast paced world, campaign automations help simplify and automate daily processes. Campaign automations turn manual processes into automated ones. Campaign automations are not only simple to set up, but extremely beneficial. Not only do they give you piece of mind, campaign automations increase productivity – freeing you up to focus on other things. Below is an example of our campaign automation.

xTeams la 6 campaign automation 625x361.png.pagespeed.ic.8Gqnaiu QP Managing and Marketing Microsoft Teams Live Events – Part 2

Step four: Post event wrap up of your Microsoft Teams Live Event

After your Microsoft Teams Live Event is over, you still have a few tasks to perform. You can make your job easier by simply prebuilding many of these assets and finishing them after the webinar is completed. For us, we like to upload all of our webinar videos to YouTube. We also save our PowerPoint presentation to a pdf and download both the pdf and the video to our website. You will also want to send an email to all who registered (not just attendees) – thanking them for attending and attaching links to the webinar recording on YouTube and the PowerPoint notes.

Don’t take down the webinar landing page you built for registrations. Use it to continue generating leads. Update the sign up form so that people can watch the video on demand.

In Conclusion

Webinars are among the best marketing platforms. Webinars establish you as an authority in the field and allow you direct contact with your target group. Holding webinars actually saves time and money, as they allow you a global audience without having to travel. Webinars allow you to reach a large amount of people at once. Remember, the hardest thing about doing webinars is just getting started. Decide you want to do it and just get started. You won’t be perfect. You will evolve with time and practice.

Get started today – happy planning!

How Can We Help?

If you have any questions on getting started with Microsoft Teams Live events or if we can help you with any of your Dynamics 365 needs, don’t hesitate to contact us. We would be more than happy to assist you. enCloud9 is a recognized expert in helping organizations like yours get the most out of their Dynamics 365 system.

Watch for details of our upcoming webinars in 2021. Topics to be announced soon and registration will be available on our website, as well as on our Facebook page.

Visit our YouTube channel for other informative webinars or our blog for the most current and up to date information.

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CRM Software Blog | Dynamics 365

Managing and Marketing Teams Live Events – Part 1

January 9, 2021 CRM News and Info

What are Microsoft Teams Live Events?

So, you’ve likely used Microsoft Teams for chat, messages, and meetings, but did you also know that you can also host webinars in Teams? Microsoft Teams Live Events are an extension of Teams meetings – enabling users to broadcast video and meeting content to a large online audience. Teams Live Events are meant for one-to-many communications where the host of the event is leading the interactions and audience participation is primarily to view the content shared by host. It is simple to create and market a Teams Live Event. There are 4 simple steps to follow when holding a Microsoft Teams Live Event: brainstorming, marketing, preparation/performance, and post event wrap up. This blog is part of a two part series. Part one will cover what Teams Live events are – as well as planning setting up your Teams Live Event. Part 2 will cover marketing your Teams Live event – as well as post event wrap up.

With so with so many options for webinar hosting services, why would someone choose to use Microsoft Teams as their platform for hosting webinars?

There are many reasons someone would choose to host webinars in Microsoft Teams using Live Events.

Cost – This is a very significant factor in choosing webinar hosting services. If you are already using Teams, why pay for another service when you already have the functionality? Getting started with Teams live events is not difficult. Initially, you may have more work to set things up, but once you have it running, the benefits simply outweigh any additional work you may have to do.
More Control – This is where Microsoft Teams Live events shines bright. When it comes to moderating a webinar, it is vital to be in full control. One of the ways Microsoft Teams Live Events allows you to be more in control is in the recording of the webinar. YOU choose when you begin and end the recording, something that is not an option in many other webinar software tools. To start the recording in a Teams live event, simply click on the 3 ellipses in the meeting panel and select Start Recording. When ending the call, it is suggested to end the call for all attendees, so that attendees don’t linger. You also have control over what attendees see. You can choose to show your whole desktop or just a specific window. You can choose to put your camera on or leave it off. Another thing you have control over is the roles of the participants. There are 3 roles – presenter, producer, and attendees.
Easy Editing – Once you have your Live Event set up, you can edit the details in Meeting Options. Here you have control over such things as who can enter the call, who needs to wait in the lobby until they are admitted, or who can present content within the meeting.
Attendees access – Attendees will have access to the recording, as well as your PowerPoint presentation – if you choose. Attendees can easily share your content or refer to it at a later time.

Step one: Planning and Set up of your Microsoft Teams Live Event

When planning a webinar you must first make an outline for your webinar. Consider the amount of time you have and what you want to cover in that time. The basic format we follow for our webinars is as follows:

Introduction (first five minutes or so) – during this time, we introduce who we are, state the topic of our webinar, let people know that we will be recording the webinar, and covering any rules for the webinar (i.e. – questions at end).
Demo (the majority of the time) – Walk through your topic in a meaningful way to engage your viewers. Everyone is busy. We want people to feel that attending our webinar was a good use of their time. Make sure not to focus to much on the technical side of things – focus on the benefits!
Wrap up – Now is the time to review questions from your audience. (You may want to have a couple questions ready to go just in case)! Let attendees know that they will be getting an email with follow ups from the webinar.

At the beginning stage of the planning for your webinar is brainstorming. You must first decide how often you want to do webinars. Will your webinar be a one-off event or part of a continual series? Another question you may want to ask yourself is how long your webinar will last. EnCloud9 holds a monthly 30 minute webinar. Everyone is busy and we felt that for our audience, 30 minutes was appropriate.

The next thing you need to decide on is a topic. It is important to consider your audience. Think about what is new in your industry and what your audience wants to hear about. Look at the analytics of past social media posts and blogs. What has generated the most interest? Look at what your competitors are blogging about and doing webinars on. What is the best way to share your expertise? Will you have a co-presenter or will you bring in an external expert?

And of course giving yourself adequate time to prepare is key. Make sure you have enough time to perform all the work required. Practicing and doing a few trial runs is a good idea.

After deciding on a topic, it is now time to create your live event in Microsoft Teams. Simply go to your calendar and in the upper right corner, next to new meeting, click on the down arrow and choose Live Event.

xset up teams la 1 625x374.png.pagespeed.ic.BD4P9xftNA Managing and Marketing Teams Live Events – Part 1

It is now time to fill in details for your webinar.

When you scroll down, you will see more options, such as whether you want a Q&A session or an attendee engagement report.

*Important to note that when you invite people to your event, you have to chose the role you wish them to have. There are 3 roles: producer, presenter, and attendee. It is important in assigning roles that you understand exactly what each role can and can’t do.

Producer – There should only be one producer. The producer is in charge on controlling the live event. The producer sends the event live and also finishes the event. The producer can share their content or that of the presenter. Once the live Q&A session has been switched on, presenters can also act as moderators.
Presenter – There can be multiple presenters on your live event. Each presenter can share their audio, live video, or content on a screen sharing – as well as content from other presenters (if you have more than one).
Attendee – Depending on how you set your live event up (public or private), attendees can be external or internal. Attendees can either join the live event by using their invitation link or they can choose to view the event in their web browser of Teams app.

In Conclusion

Get started today – happy planning!

How Can We Help?

If you have any questions on getting started with Teams Live events or if we can help you with any of your Dynamics 365 needs, don’t hesitate to contact us. We would be more than happy to assist you. enCloud9 is a recognized expert in helping organizations like yours get the most out of their Dynamics 365 system.

Join our January 2021 webinar about The New Search Experience in Dynamics 365. Topics for future webinars will be announced soon and registration will be available on our website, as well as on our Facebook page.

Visit our YouTube channel for other informative webinars or our blog for the most current and up to date information.

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CRM Software Blog | Dynamics 365

Michael Che Of ‘Saturday Night Live’ To Pay Rent For 160 New York Public Housing Residents

April 16, 2020 Humor

“Saturday Night Live” star Michael Che has committed to paying one month’s rent for 160 residents of a New York City public housing building as a tribute to his grandmother, who died last week of coronavirus-related complications.

Che disclosed his decision on Instagram in a post that called on New York City Mayor Bill de Blasio and others to find a solution to the rent crisis that many New Yorkers are facing amid the widespread unemployment caused by the COVID-19 lockdown. Che disclosed the death of his grandmother last week when “SNL” returned to the airwaves with its first-ever remote production. Che will cover the rent for other residents in the building where she lived, to honor her memory and make a statement about the rent crisis in the city.

“It’s crazy to me that residents of public housing are still expected to pay their rent when so many New Yorkers can’t even work,” Che wrote on Instagram. Of his decision to cover rent for residents of his grandmother’s building, Che wrote: “I know that’s just a drop in the bucket. So I really hope the city has a better plan for debt forgiveness for all the people in public housing, AT THE VERY LEAST.”

Che closed his post with a “P.S.” addressed to de Blasio, New York Gov. Andrew Cuomo and hip hop mogul Sean Combs. “De Blasio! Cuomo! Diddy! Let’s fix this! Page me!”

Che did not specify the building or elaborate on the details of his grandmother’s death. NBC’s “Today” identified Che’s grandmother’s as Martha.

Che is co-anchor with Colin Jost of “SNL’s” “Weekend Update” segment and co-head writer of the show. He’s been a writer for “SNL” since 2013 and on air with the show since 2014. Che and Jost co-hosted the Primetime Emmy Awards telecast in 2018.

Source: Variety

Rashida Jones To Star In New Animated Comedy For Quibi Titled ‘Filthy Animals’

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The Humor Mill

Live Blog – Trump Presser: bailouts ahead, Easter Miracle!

March 25, 2020 Humor

Trump: puffery with Boeing, airlines, cruise lines

Pence: “Let me just say thank you America” 15 days to slow the spread! prop — Drink!

more public-private etc….

60% of new cases in NYC

holds up prop again— Drink!

“a few more weeks” for that hospital ship to get to NYC (should we all talk to volleyballs?)

business responses …. gaslight DPA use “no one has said no”

pimps McDonald’s, 3M “inspiring generosity

holds up prop again— Drink!

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moranbetterDemocrats

Live Webinar: How Financial Services Firms are Using the Microsoft Power Platform to Accelerate CRM by “Minding the Gap”…Even Around Salesforce!

March 20, 2020 CRM News and Info

Have you been to London? Then it’s likely you’ve ridden the Tube (subway) and heard an announcement politely saying as you enter or exit: “Mind the gap.” This deceptively benign statement was put there to warn you to watch out for the space between the platform and the train because if you don’t “mind the gap,” you can trip or fall. That could mean going to the hospital or at the very least, having a bad day. Either way, you slow down or even end your journey to your destination—and you’ll probably slow down the train, as well.

What is the connection between minding the gap and financial services?

“Mind the gap” has been adopted by business experts as an analogy. In an Inc. article, entrepreneur Josh Linker said, “While the gaps in your organization aren’t screaming for attention, they can be a wellspring of opportunity…the rallying cry for you to explore what’s missing, what’s not there, and what could be.” The act of minding gaps in your operations could mean failing to realize your vision (or at least slowing it down) or reaching it faster.

How do you realize your vision…and realize it quickly? Use the Microsoft Power Platform to mind the gap

Nobody wants to delay realizing their goals or vision, and they certainly want to avoid missing goals and missteps along the way. You do that by identifying the gaps—processes, technologies, methodologies—then look for ways to address them with the right technology. The issue is, unfortunately, that traditional approaches of customizing off-the-shelf software that is already in place or spending lots of time and money building a custom application doesn’t work or is cost-prohibitive. That’s when it’s time to turn to the Microsoft Power Platform.

The Microsoft Power Platform: A low-code, rapid application development environment that bridges the gaps

Smart financial services firms are already using the Microsoft Power Platform to quickly and easily build apps, automate workflows, and extend solutions they already use—not just Microsoft applications. Even software like Salesforce, Oracle, and SAP can be extended by the Power Platform to bridge any gap.

This might sound too good to be true, but it works—fast and cost-effectively. Plus, you don’t have to uproot, change, or replace applications or systems you’re already using. If you’re happy with what you have but just have that one gap to fill, the Power Platform does it with finesse. Here are a just a few examples of AKA financial services clients that have put the Power Platform into action and are already seeing results:

Automated Client Reporting…From Salesforce: The asset management arm of a life insurance company was risking penalties and losing huge investors, but they didn’t want to replace Salesforce. AKA built a Power Platform solution “surrounding” Salesforce that streamlined the process, resulting in empowered, happy employees who can put their focus on delivering white-glove customer service.

Client Engagement Hub with Next Best Action…Within Dynamics 365 CRM: A global asset management firm had a goal to double sales growth, but their current system had a poor user interface, did not offer personas, and did not offer insights for next best actions. AKA designed in the Power Platform and rolled out in just 3 months a Client Engagement Hub with Next Best Action—fully integrated with Dynamics 365 CRM and Marketo.

Mobile Trade Approval App…Integrated with Salesforce: Portfolio managers for an investment firm were slammed with emails for trade approvals. They needed an easy, fault-proof way to approve/disapprove trades from mobile devices. In a one-day workshop, AKA designed a Power App that integrates with Salesforce, enabling the managers to approve trades with the click of a button on their mobile devices.

Build an app to bridge that gap

Would you like to see for yourself how the Power Platform works? Sign up for our webinar, hosted by AKA financial services experts Tom Berger and Michael Quattlebaum, where you’ll see how other financial services firms have used the Power Platform to accelerate their CRM systems by eliminating gaps:

LIVE Webcast
Bridging Gaps and Building Apps – IN DAYS, NOT MONTHS
How 5 Financial Services Firms are Using the Microsoft Power Platform to Accelerate their CRM–Including Salesforce

April 7, 2020 | 1 pm EDT / 10 am PDT

During the webcast you’ll learn about the Power Platform and what makes it the best choice above custom development or customizing existing software. We’ll discuss several typical gaps the Power Platform bridges, followed by 5 real-life examples of how the Power Platform is being used at by financial services companies.

ABOUT AKA ENTERPRISE SOLUTIONS
AKA specializes in making it easier to do business, simplifying processes and reducing risks. With agility, expertise, and original industry solutions, we embrace projects other technology firms avoid—regardless of their complexity. As a true strategic partner, we help organizations slay the dragons that are keeping them from innovating their way to greatness. Call us at 212-502-3900!

Article by: Amy Spencer | 212-502-3900

Amy leads the team that is responsible for go-to-market strategies, messaging, and demand generation for AKA’s financial services practice. The better part of her 25+ year career has been dedicated to working for Microsoft’s most successful ERP and CRM partners, including The Taylor Group (aka ManagedOps.com & Surebridge), Navint (acquired by Tribridge and then DXC), Innovia Consulting, and now AKA Enterprise Solutions.

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CRM Software Blog | Dynamics 365

Mo’Nique’s New Comedy Special ‘Mo’Nique & Friends: Live From Atlanta’ To Be Broadcast On Showtime!

January 26, 2020 Humor

Bold and unapologetic, comedienne Mo’Nique is back hosting her first stand-up special in almost 10 years, MO’NIQUE & FRIENDS: LIVE FROM ATLANTA, premiering Friday, February 7 at 10 p.m. ET/PT on SHOWTIME. Filmed at the Variety Playhouse in Atlanta, the hour-long special features a variety of talented newcomers including Prince T-Dub, Just Nesh, Tone-X and Correy Bell alongside veteran comedian Donnell Rawlings (Chappelle’s Show).

Multi-media powerhouse and Academy Award^®-winning actress Mo’Nique has captivated audiences in stand-up comedy, television, film and literature. Throughout all of her Hollywood success, Mo’Nique never strayed too far from her comedic roots, which were born on stage in her hometown of Baltimore. In her 20-year career, she has starred in Precious and The Parkers and been featured on such shows as Showtime At The Apollo, Def Comedy Jam, Apollo Comedy Hour, Snaps, Comic View, The Queens Of Comedy, Ugly Betty, The Game and Nip/Tuck and performed at The Montreal Comedy Festival. Mo’Nique also shared her personal perspective and philosophy in her New York Times best-selling book Skinny Women Are Evil: Notes of a Big Girl in a Small-Minded World, published in 2003.

MO’NIQUE & FRIENDS: LIVE FROM ATLANTA is executive produced by Sidney Hicks and Mo’Nique Hicks and produced by Matt Schuler, Eric Abrams and V.W. Scheich.

https://www.youtube.com/watch?v=8k0OBNfnU24&feature=youtu.be

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Tag Archives: live

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Managing and Marketing Microsoft Teams Live Events – Part 2

Step three: Marketing your Microsoft Teams Live Event

Step four: Post event wrap up of your Microsoft Teams Live Event

In Conclusion

How Can We Help?

Managing and Marketing Teams Live Events – Part 1

What are Microsoft Teams Live Events?

With so with so many options for webinar hosting services, why would someone choose to use Microsoft Teams as their platform for hosting webinars?

Step one: Planning and Set up of your Microsoft Teams Live Event

In Conclusion

How Can We Help?

Michael Che Of ‘Saturday Night Live’ To Pay Rent For 160 New York Public Housing Residents

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Rashida Jones To Star In New Animated Comedy For Quibi Titled ‘Filthy Animals’

Live Blog – Trump Presser: bailouts ahead, Easter Miracle!

Live Webinar: How Financial Services Firms are Using the Microsoft Power Platform to Accelerate CRM by “Minding the Gap”…Even Around Salesforce!

What is the connection between minding the gap and financial services?

How do you realize your vision…and realize it quickly? Use the Microsoft Power Platform to mind the gap

The Microsoft Power Platform: A low-code, rapid application development environment that bridges the gaps

Build an app to bridge that gap

LIVE Webcast
Bridging Gaps and Building Apps – IN DAYS, NOT MONTHS
How 5 Financial Services Firms are Using the Microsoft Power Platform to Accelerate their CRM–Including Salesforce

Mo’Nique’s New Comedy Special ‘Mo’Nique & Friends: Live From Atlanta’ To Be Broadcast On Showtime!

Like this:

Surprise-‘Bad Boys’ 4 Moves Forward!

TV One To Commemorate The 45th Anniversary Of ‘The Jeffersons’ With A Milestone Marathon!

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Step three: Marketing your Microsoft Teams Live Event

Step four: Post event wrap up of your Microsoft Teams Live Event

In Conclusion

How Can We Help?

What are Microsoft Teams Live Events?

With so with so many options for webinar hosting services, why would someone choose to use Microsoft Teams as their platform for hosting webinars?

Step one: Planning and Set up of your Microsoft Teams Live Event

In Conclusion

How Can We Help?

Share this:

Like this:

What is the connection between minding the gap and financial services?

How do you realize your vision…and realize it quickly? Use the Microsoft Power Platform to mind the gap

The Microsoft Power Platform: A low-code, rapid application development environment that bridges the gaps

Build an app to bridge that gap

LIVE WebcastBridging Gaps and Building Apps – IN DAYS, NOT MONTHSHow 5 Financial Services Firms are Using the Microsoft Power Platform to Accelerate their CRM–Including Salesforce

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LIVE Webcast
Bridging Gaps and Building Apps – IN DAYS, NOT MONTHS
How 5 Financial Services Firms are Using the Microsoft Power Platform to Accelerate their CRM–Including Salesforce