Category: CRM



This episode is sponsored by Data Courage. When our guests, Tristan Threlkeld and Madison Hillend, talk about AI-enabled apps for Dynamics 365 Business Central, they aren't surprised to hear different responses from Microsoft customers and partners. The Data Courage team will be at Summit North America 2023 in October to talk more about their two key solutions for Business Central, AI Item Intelligence and AI Customer Intelligence. They tell us about what attendees can expect from the team, and they update us on the work that has gone into building new solutions atop standard Business Central data models and business logic More from Data Courage: We are excited to see everyone at Summit this year! Stop by Data Courage booth 2017 at Summit and learn how you can get Item Insights or Customer Intelligence with complimentary Power BI Dashboards free for 30 days. We would love to chat about all things AI too. Hope to see you there! https://www.youtube.com/watch?v=GIY5s1fsPPU



A margin planning process must support risk and return management for retail banks and credit unions to outperform peers. The key to accomplishing this is a flexible and scalable scenario-modeling platform that empowers users to model net-interest income, margin, and funds-transfer pricing across a diverse portfolio of deposit and loan products. The tools and technology used are an important consideration to providing a competitive advantage; a margin planning solution should provide insight into a bank’s rapidly changing business and enable leaders to make quick and well-informed decisions. Attend this webinar to see how Oracle Cloud EPM provides a prescriptive business modeling process that seamlessly links C-suite, finance, and branch teams to drive new business pipeline. Alithya's Bank Margin Planning accelerator enables retail banks and credit unions to navigate economic uncertainties by exploring "what-if" interest rate benchmark adjustments to see the macro-economic impact. Hear a real-world case study of one of our retail credit union clients that successfully deployed Alithya's Bank Margin Planning accelerator using Oracle EPM Planning and see a live demo of its capabilities, user-friendly interface, and potential to revolutionize your financial planning. https://www.youtube.com/watch?v=vpZgH6VJFb4



This episode is sponsored by Argano. The team at Microsoft partner Argano attended the first Microsoft Power Platform Conference in 2022 and they are returning for the 2023 event in Las Vegas starting on October 3. In this event preview episode of the podcast, Jon Rastia, senior director of innovation and technology at Argano joins us to discuss the team's experiences last year, the Power Platform roadmap, the evolution of the community, and more. He also shares a preview of a customer case study Argano will be presenting at MPPC 2023. Learn more about Argano's presence at MPPC 2023 here. https://www.youtube.com/watch?v=wgqzZo_5e64