Openwork creates new engagement platform with Dynamics 365

Openwork creates new engagement platform with Dynamics 365

Financial advice network builds cloud solution to improve adviser-customer relationships

Elly Yates-Roberts |

Financial advice network Openwork has built a new cloud-based engagement platform on Microsoft Dynamics 365. The solution was created to improve overall efficiency, drive revenue, reduce risk and strengthen customer relationships with its advisers.

With over 4,000 financial advisers in its network, Openwork wanted to ensure that they all complied with relevant regulations, while also delivering consistently high-quality services. To do this, the company needed to provide its advisers with full visibility of each customer journey. 

“We have a complex web of relationships that need to be well managed, but we were looking at each component through a separate lens,” said Mike Morrow, wealth and platform director at Openwork. “We wanted to build a solution that provided a common foundation, greater transparency, seamless integration and a better client journey.”

Teams from Openwork worked with Microsoft partner Xpedition to create Openwork Concert on top of Dynamics 365 Customer Service and Dynamics 365 Sales, to achieve its objectives.

“We’re using Dynamics 365 to drive end-to-end customer journeys that support quality and compliance through greater visibility,” said Mike Hewitt, transformation director at Openwork. “Instead of using multiple solutions to serve one customer, our advisers now have a single tool to support all of their customers.” 

Read a full Microsoft case study about the new Openwork solution.

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