Category: CRM



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



This episode is sponsored by Resco.net. Power Platform has influenced how Microsoft customers and partners evaluate how to extend or customize business systems, including for mobile scenarios. Microsoft has adjusted its marketing around Power Platform over the years, with early emphasis on the citizen developers and no-code customization and now promoting its strengths as a development platform for everyone from business users to pro developers. To help us get another perspective on the state of mobile business solutions in the Dynamics and Power Platform space, we are talking to Ben Mitchell of Resco, he leads partnerships and success in North America for the company. He updates us on how Resco sees their mobile solution development expertise aligning with the strengths and limitations of today's core Microsoft technologies. Customers still need to deploy advanced mobile capabilities that core Power Platform tools can't address, including under demanding conditions. He explains what some of those requirements are and why Resco believes they and their partners are well positioned to meet those needs while staying aligned with Microsoft's vision. Show Notes: 1:30 – Ben Mitchell's background in mobile solutions and enterprise software 3:30 – How Microsoft partners view the mobile application opportunities of the future and Resco's role 7:45 – How partners are weighing the options for clients of pre-built mobile apps vs Power Platform custom apps 12:30 – Do partners need more discipline on applying Power Platform to solve business needs? 17:00 – Vertical solution needs that Ben is seeing in the market today 20:00 – How Resco is advising Microsoft partners on development of industry-specific solutions 23:00 – Resco's plans for adding more advanced mobile capabilities – AI, reporting, and more To discover more about Resco for Power Platform, visit: https://www.resco.net/learning/power-platform/ Want to see it in action? Email benjamin.mitchell@resco.net Visit the Resco.net booth #125 @ Microsoft Power Platform Conference in Vegas, October 3-5. https://www.youtube.com/watch?v=FI7AnOMHswU