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In a highly regulated and data-intensive industry, financial institutions must stay agile, compliant, and customer-focused. Microsoft Power Apps provides a secure, low-code platform that empowers banks, insurance firms, investment companies, and fintech providers to build customized apps that automate processes, enhance customer experience, and streamline compliance. At Xylity Technologies, we specialize in building scalable Power Apps solutions tailored to the unique needs of the financial services industry.
From client onboarding and transaction tracking to compliance reporting and internal approvals, the financial services industry runs on efficiency and trust. Power Apps enables you to develop secure, cost-effective, and customized solutions that digitize workflows, reduce manual effort, and improve decision-making—with minimal reliance on IT development resources.
With Power Apps, financial organizations can:
Digitize KYC processes, risk assessments, and documentation workflows for faster onboarding.
Build apps to track regulatory compliance, conduct internal audits, and manage documentation securely.
Create workflows for loan processing, investment approvals, document requests, and task management.
Develop mobile-friendly apps and portals for real-time account updates, loan status tracking, and secure messaging.
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Feature |
Description |
|
KYC & Client Onboarding Apps |
Digitize customer verification, document upload, and risk scoring processes. |
|
Loan & Credit Application Management |
Create apps to process applications, manage approval workflows, and track disbursements. |
|
Compliance Tracking & Reporting |
Automate compliance checks, flag potential issues, and maintain audit trails. |
|
Investment Portfolio Management |
Develop custom tools to manage investment records, returns, and client communications. |
|
Financial Reporting Dashboards |
Use Power BI with Power Apps to visualize financial KPIs, growth metrics, and client behavior. |
|
Internal Process Automation |
Automate expense approvals, vendor management, employee requests, and more. |
|
Customer Support Portals |
Provide secure portals for customers to raise queries, submit documents, and view account activity. |
|
Integration with Core Systems |
Seamlessly connect with CRMs, ERPs, financial databases, and document management tools. |
Develop and launch finance-specific applications in days, not months—without compromising security or performance.
Build tailored apps without investing in expensive custom development or proprietary software.
Provide customers with real-time updates, intuitive portals, and mobile access to financial services.
Ensure data integrity, maintain secure audit logs, and streamline compliance documentation.
Built on Microsoft’s cloud infrastructure, Power Apps meets the security and scalability needs of modern finance.
Connect apps to Dynamics 365, SharePoint, SQL databases, and industry-specific financial platforms.
|
Use Case |
Power Apps Solution |
Outcome |
|
Client Onboarding |
KYC & Risk Assessment App |
Accelerated onboarding with automated identity checks and documentation uploads. |
|
Loan Approval Process |
Credit Evaluation Workflow App |
Faster loan decision-making with automated workflows and status tracking. |
|
Expense Management |
Finance Approval App |
Streamlined approvals and expense tracking with audit-ready logs. |
|
Compliance Monitoring |
Regulatory Checklist App |
Digitized compliance workflows and real-time monitoring of regulatory requirements. |
|
Investment Advisory |
Client Portfolio App |
Centralized access to investment details, returns, and personalized advisory notes. |
|
Internal Audits |
Audit Tracking App |
Automated checklists, real-time updates, and reporting for internal audits. |
|
Customer Support |
Self-Service Portal |
Reduced support load with secure document submission and case tracking tools. |
|
Category |
Technology |
Expertise |
|
Custom Apps |
Power Apps |
Low-code development for financial workflows like onboarding, approvals, and reporting. |
|
Workflow Automation |
Power Automate |
Automate compliance, notifications, customer communications, and internal tasks. |
|
Reporting & Analytics |
Power BI |
Real-time financial dashboards, risk analytics, and performance insights. |
|
Integration |
Dynamics 365, SharePoint, Core Financial Systems |
Connect seamlessly with your CRM, ERP, and document management platforms. |
|
Security & Governance |
Microsoft Azure |
Built-in security, compliance, and governance features tailored for financial services. |
Build intuitive, fast, and mobile-friendly tools for account access, loan tracking, and investment insights.
Eliminate paper processes and automate high-frequency tasks across departments.
Ensure your institution is always audit-ready with automated compliance and secure record keeping.
Visualize financial health, customer behaviors, and operational efficiency through embedded analytics.
We understand the complexities of finance—from banking and insurance to investment and credit—and design apps that align with your processes and compliance needs.
Our team of Power Platform experts delivers secure, reliable, and scalable solutions tailored for the financial domain.
Get to market quickly with low-code apps that are rapidly developed, tested, and deployed across your teams.
From discovery and strategy to development, deployment, and continuous support—Xylity is your trusted partner for digital transformation.
Finance Workflow Consulting
KYC & Client Onboarding App Development
Loan Processing & Credit Management Apps
Compliance Automation Solutions
Internal Operations & Audit Workflow Apps
Secure Customer Portal Development
Power BI Dashboards & Financial Reporting
Integration with Banking/Finance Core Systems
Ongoing Maintenance, Support, and Optimization
Xylity Technologies helps banks, insurance providers, and fintech firms build low-code apps that drive operational efficiency, ensure compliance, and improve client satisfaction. Contact us today to learn how Power Apps can support your financial transformation.
24610 Durindal Ter,
Sterling, VA 20166, USA.
3rd Floor, 340 F-AD
Scheme 74-C, Vijay Nagar, Indore – 452010, M.P
Bronowicka 17A,
Krakow 30-084
Bleicheroder Straße 13, 13187,
Berlin, Germany