- Financial Investment Broker
- Automations, Operations, Forms, Power BI
- 15,000 USD
- Jul 01, 2024
Financial Advisory and Broker Firm
We were seeing other broker dealers using new technology to increase productivity and knew we needed to get onboard. We already used Microsoft 365 and wanted to start utilizing more.
Micro365 Solutions does it all. They migrated our files to SharePoint, built lists we use for our daily operations and created Power Automate workflows that connected it all together. To top it off our owner now has their own data dashboard in Power BI!
A team of smart and energetic consultants that just get it
Value based meetings where we saw progress in every one
Worked with us to build all new processes
