Capital Alliance, a full-service investment bank in Sri Lanka, is working with Microsoft to help build more efficient capital markets using Microsoft Azure, Office 365, Dynamics 365, and Power BI.
“Microsoft is one of our main partners in our digital transformation journey,” said Tharindra Kulasinghe, CIO at CAL. “Cross-platform tools like Power BI, Dynamics 365, and Office 365 offer around-the-clock availability and seamless productivity gains.”
Kulasinghe said that on Office 365, they share daily operational notices, milestones, and other events. “With Outlook, Skype for Business, OneDrive, and Microsoft Teams, our employees can now collaborate no matter where they are or what device they’re on 24/7.”
By the end of 2018, the bank had rolled out Office 365 across the entire organisation. The bank then collaborated with Jinasena Infotech to integrate Microsoft Enterprise Mobility + Security and Azure Backup, including solutions for customer information classification, protection, real-time analytics, and identity management through Dynamics 365 and Power BI.
“The integration between Dynamics 365 for managing client data and Power BI give us the capability to personalise workspaces while allowing us to access the Power BI reports directly from Dynamics 365,” he said.
With Power BI as an option for analytical reporting in Dynamics 365, employees at CAL experience an exceptional visual presentation of data in different designs like graphs and pie charts. Users also have the ability to tweak reports as needed, and easily analyse financial trends.