Agentic Client Servicing

This professional services engagement helps capital markets firms get started with or extend their use of Microsoft Power Apps by modernizing client servicing operations through low-code applications, workflow automation, case management, and intelligent relationship manager workflows. Zensar provides the expertise, implementation services, and industry know-how required to build Power Apps-based servicing solutions that unify client interactions, automate inquiry management, streamline exception handling, and improve service responsiveness.

The engagement enables organizations to leverage Microsoft Power Apps as a centralized client servicing platform that connects relationship managers, operations teams, client service representatives, and compliance teams through a single operational experience. By integrating CRM systems, portfolio accounting platforms, fee schedules, trade history, order management systems, and custodial data into Power Apps, organizations can reduce manual effort, improve service consistency, and accelerate client response times.

Whether customers are adopting Power Apps for the first time or expanding existing Power Platform capabilities across wealth management, asset management, and capital markets operations, this service provides solution design, implementation guidance, workflow automation expertise, governance frameworks, and user enablement to maximize the value of their Microsoft Power Platform investment.

Power Apps-Enabled Client Servicing Framework

The solution provides a Power Apps-based servicing workspace where relationship managers can manage client inquiries, review account information, investigate exceptions, track service requests, and collaborate with operations teams through a unified interface. Automated workflows guide inquiry routing, exception resolution, approval processes, case escalation, and status tracking, enabling faster and more consistent client servicing.

Power Apps applications provide visibility into inquiry status, service-level performance, investigation progress, and operational workloads while maintaining human oversight and compliance controls across all client interactions.

Core Capabilities Build a unified client servicing platform using Microsoft Power Apps Consolidate relationship management, inquiry handling, and exception management workflows into a single user experience Automate client request intake, routing, prioritization, and case management Enable relationship managers to access client information from multiple systems through a centralized interface Support fee inquiry, position review, and service investigation workflows Manage exception resolution through structured workflows, approvals, and escalations Improve collaboration across relationship management, operations, and compliance teams Maintain audit trails, governance controls, and reporting across all service interactions Professional Services Scope Client servicing process assessment and modernization strategy Power Apps solution architecture and application design Integration with CRM, portfolio accounting, custody, and operational systems Workflow automation using Microsoft Power Platform capabilities Case management and exception-handling solution implementation Governance, security, and access-control configuration Operational dashboards and management reporting User training, adoption enablement, and knowledge transfer Key Customer Outcomes Get started with Microsoft Power Apps for client servicing modernization Extend existing Power Apps deployments into relationship management and client operations functions Improve relationship manager productivity through centralized servicing applications Accelerate client inquiry resolution and exception management processes Reduce manual effort through workflow automation and guided case management Improve service consistency and operational transparency Establish scalable governance and audit-ready servicing controls Maximize the value of Microsoft Power Platform investments across client servicing and operations teams

This engagement provides capital markets organizations with a practical and scalable pathway to adopt or expand Microsoft Power Apps, enabling relationship managers and operations teams to deliver faster, more consistent client service through low-code applications, automated workflows, and streamlined operational processes.