Power Apps for fintech operations — KYC review queues, dispute management, partner onboarding, and the internal tools that every growing fintech needs but engineering can't prioritize because they're shipping product.
Power App for KYC case management — case assignment, identity verification review, document viewing, decision capture, escalation to BSA officer, and the audit trail that proves each review was conducted properly.
Dispute tracking with SLA awareness — intake, investigation assignment, resolution, customer communication, and the regulatory deadline tracking (Reg E timelines for unauthorized transactions) that prevents compliance violations.
Multi-step partner onboarding — application intake, underwriting review, document collection, risk assessment, approval routing, and the status visibility that lets the partnership team tell partners where they stand.
Power Platform for fintech — internal operations, compliance workflow, partner onboarding, and rapid internal tool devel...
Power Automate for fintech — KYC routing, SAR workflow, merchant onboarding, settlement reconciliation, and compliance a...
RPA for fintech — KYC document processing, reconciliation, regulatory reporting, and operations automation....
Microsoft 365 for fintech — collaboration with sensitivity labels for financial data, PII, and compliance documentation....
Yes — Dataverse handles the case volume comfortably and Power Apps supports the workflow complexity. We've built KYC apps that handle thousands of reviews per day. The key is the case routing logic and the integration with the identity verification provider.
Through CoE governance — environments with proper access controls, audit logging on every action, DLP policies on financial data connectors, and change control for production apps. We design the governance to align with your SOC 2 control framework from day one.
Yes. Pre-qualified Power Apps developers with fintech experience — KYC workflow, dispute management, compliance tools, and the SOC 2 governance discipline fintechs require. 4-stage consulting-led matching, 92% first-match acceptance.
KYC, disputes, partner onboarding — the tools your ops team needs, built without waiting in the engineering backlog.
Tell us what you need. We will send curated profiles within 4 days.