Standardizing Financial Services External Client Self-Service Access Operations using Power BI Analytics

Eliminate paper-based friction in Financial Services External Client Self-Service Access using Power BI Analytics automated systems engineered by Automation X.

Problem

Organizations in the Financial Services domain frequently encounter challenges with External Client Self-Service Access due to siloed data systems and manual spreadsheets. This introduces severe security vulnerabilities, data integrity issues, and high resource costs.

Technology Used

We designed a modern solution using Power BI Analytics, integrating with Microsoft Graph API and Microsoft Teams notifications to support enterprise-grade security and compliance.

Solution

The specialized team at Automation X designed and configured a customized External Client Self-Service Access application. First, data schemas and automated event triggers were set up in Power BI Analytics. Next, real-time status alerts were integrated into Microsoft Teams to keep key stakeholders aligned. Finally, the team developed interactive dashboard controls, reducing operational processing time by 75%.

#Microsoft365 #PowerBIAnalytics #FinancialServices #PowerPlatform #AutomationX #AustraliaIT #IndiaIT