17+ Years of
TrellisPoint helps financial services firms centralize client data, automate compliance workflows, and deliver better client experiences using Microsoft Dynamics 365, Power Platform, and AI.
Financial services firms operate under constant pressure from regulators, competitors, and clients who expect more. Most are managing that pressure with systems that weren't built to handle it. Here's what we hear most.
SEC, FINRA, CFPB, GDPR — the regulatory landscape never stops shifting. Manual compliance tracking creates audit risk and keeps your team buried in paperwork instead of serving clients. Power Automate and Dynamics 365 automate the tracking so your team stays ahead of it.
Financial services clients have more choices than ever. Winning them is hard; keeping them requires consistent, personalized service. Fragmented client data makes both harder. Dynamics 365 Customer Insights gives your team a complete picture of every relationship.
Nimble FinTech competitors move faster with better digital experiences while established firms are slowed by legacy infrastructure. You don't have to replace everything to close that gap. Power Platform lets you modernize incrementally without a full rip-and-replace.
Sound familiar? Let's talk through it.
Schedule a Free AssessmentRecognized expertise as a Microsoft Solutions Partner across Dynamics 365, Power Platform, and Microsoft Copilot.
We understand the regulatory environment financial firms operate in. Our implementations are configured with compliance tracking, audit logging, and data governance built in from day one.
Every project ties to measurable business results. If we can't show you the value in client retention, compliance efficiency, or advisor productivity, we won't propose it.
Already on parts of Microsoft? Great. Still running legacy CRM or core banking software? We can work with that too. No forced migrations to get started.
Solution Areas
Financial services firms that modernize client management, automate compliance workflows, and centralize data consistently improve advisor productivity, reduce regulatory risk, and deepen client relationships. Here's where we help.
Fragmented CRM data means advisors are working from incomplete information. We implement Dynamics 365 Sales and Customer Insights to unify client data across your organization, so every interaction is informed by the full relationship history.
Manual compliance processes are slow, error-prone, and expensive to audit. We configure Dynamics 365 and Power Platform to automate compliance workflows, maintain audit logs, and surface risk before it becomes a problem.
Client expectations have been set by consumer apps. Financial firms that meet those expectations build loyalty; those that don't lose clients to firms that do. Dynamics 365 Customer Service and Copilot for Service help your team deliver consistent, personalized support across every channel.
Financial data is abundant. Actionable insight is not. Power BI transforms raw data from across your systems into dashboards that give leadership, advisors, and compliance teams the visibility they need to make confident decisions.
Financial services teams spend a significant portion of their time on work that shouldn't require human judgment: data entry, document prep, scheduling, and report generation. Copilot and Power Automate eliminate the manual work so your team can focus on clients.
Case studies, white papers, and insights on how financial firms are modernizing client management, automating compliance, and using AI with Microsoft technologies.
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Tell us where you're at and where you want to be. We'll help you figure out what's worth doing and what order to do it in.
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TrellisPoint specializes in Microsoft Dynamics 365, Power Platform, and AI-driven Copilot solutions to help financial services firms improve client management, regulatory compliance, data security, and automation of manual processes. Our solutions integrate with Microsoft 365, Outlook, SharePoint, and Teams, ensuring real-time data visibility and better decision-making across your organization.
Unlike industry-specific financial CRMs, Dynamics 365 provides a scalable, AI-powered platform that integrates compliance tracking, risk management, and customer engagement in one system. It also connects deeply with Microsoft 365 and Power Platform, reducing data silos and improving operational efficiency without requiring a separate compliance or risk tool.
Financial firms consistently struggle with data security, regulatory compliance, fragmented systems, and manual client onboarding. TrellisPoint addresses these by centralizing client data in Dynamics 365, automating compliance workflows with Power Automate, and improving risk visibility through Power BI dashboards.
We build custom integrations with core banking platforms, wealth management software, and financial reporting tools. The goal is seamless data exchange and process automation between your existing systems and Dynamics 365, without requiring you to replace everything you already have.
Yes. TrellisPoint enables financial firms to track advisor performance, automate client follow-ups, and generate AI-driven insights into portfolio growth and investment trends. Dynamics 365 Sales and Customer Insights work together to give advisors a complete picture of every client relationship.
We configure automated compliance tracking, audit logs, and risk assessments in Dynamics 365, helping firms stay compliant with SEC, FINRA, CFPB, and GDPR regulations. Automated workflows replace manual checks, reducing human error and the time spent preparing for audits.
Power Platform enables financial firms to build custom compliance tracking dashboards with Power Apps, automate regulatory reporting with Power Automate, and surface risk trends in Power BI. The result is less manual effort and a cleaner audit trail.
Yes. Using Dynamics 365 and Power Automate, TrellisPoint helps financial firms automate loan application workflows, credit scoring processes, and document approvals. This reduces cycle time and minimizes the manual handoffs that slow origination down.
We implement low-code automation using Power Automate, targeting the repetitive tasks that consume the most time: client onboarding, compliance checks, data entry, and reconciliation. Your team gets those hours back to focus on work that actually requires them.
Technology adoption in regulated industries requires more than a go-live. TrellisPoint provides role-based training for financial advisors, compliance officers, and executives, uses phased rollouts to minimize disruption, and builds custom dashboards that simplify how your team interacts with new systems from day one.
