Power Platform for Finance: Enabling Real-Time Compliance, Risk Intelligence, and Customer-Centric Innovation

The finance sector is no longer just about numbers; it’s about trust, speed, and the ability to adapt to a landscape shaped by regulation, cyber risk, and digital-first customers. In 2025 and beyond, financial institutions are expected to deliver instant services, maintain compliance, and spot risks before they escalate, all while keeping costs in check.

Microsoft Power Platform is helping banks, insurers, and fintechs overcome the challenges of traditional IT. With low-code tools, finance teams can automate regulatory processes, build secure customer experiences, and turn data into actionable insights.

At Exigo Tech, we help finance organisations use Power Platform to transform the way they manage compliance, risk, and customer engagement, making digital transformation a reality, not just a buzzword.

What is Microsoft Power Platform?

Microsoft Power Platform is a suite of low-code, AI-powered tools designed to help organisations in the finance sector build custom applications, automate workflows, analyse data, and engage clients securely. It integrates seamlessly with Microsoft 365, Dynamics 365, and Azure, and includes:

• Power Apps: Rapidly create customised apps for tasks like digital onboarding, KYC, or internal approvals.
• Power Automate: Streamline and automate repetitive processes such as compliance checks, reporting, and payment workflows.
• Power BI: Transform raw financial data into interactive dashboards and real-time analytics for risk, compliance, and performance monitoring.
• Power Pages: Build secure, branded portals for clients, partners, or internal teams to access statements, reports, and support.
• Copilot Studio: Deploy AI chatbots to answer customer queries, assist with loan applications, or provide instant support.

How Power Platform Solves Finance-specific Challenges

• Regulatory Reporting Without the Headaches: Power Automate orchestrates complex reporting workflows, ensuring every regulatory deadline is met and every audit trail is complete.
• Real-time Risk Monitoring: Power BI brings together data from trading, lending, and customer channels, giving risk teams instant visibility into exposures, anomalies, and fraud signals.
• Frictionless Digital Onboarding: Power Apps digitises KYC, document collection, and approvals, reducing onboarding from days to minutes and improving customer satisfaction.
• Client & Investor Portals: Power Pages enables secure, branded portals for clients to access statements, performance reports, and support, building transparency and loyalty.
• AI-driven Customer Support: Copilot Studio chatbots answer account queries, guide customers through loan or investment processes, and provide 24/7 support, reducing call centre load and turnaround times.
• Automated Treasury & Payments: Streamline reconciliations, payment approvals, and exception handling, reducing operational risk and manual workload.
• Fraud Alerts & Case Management: Trigger instant alerts for suspicious transactions and automate case assignment for investigation.

Unique Benefits of Power Platform for Finance

• Audit-ready Compliance: Every workflow, approval, and exception is logged and traceable, making audits faster and less disruptive.
• Faster, Data-driven Decisions: Executives and analysts get real-time dashboards for risk, liquidity, and customer trends, no more waiting for end-of-month reports.
• Superior Customer Experience: Digital onboarding, self-service portals, and instant support set your institution apart in a crowded market.
• Cost-efficient Innovation: Build and iterate on new digital products or compliance tools without heavy IT investment.
• Agility in Regulatory Response: Update workflows and reporting instantly to comply with new rules or respond to regulatory findings.
• Proactive Risk & Fraud Management: Use analytics and automation to spot anomalies, trigger alerts, and act before issues escalate.
• Empowered Finance Teams: Enable compliance officers, analysts, and relationship managers to create or adapt digital tools for their unique needs.

Power Platform in Action: Real Finance Use Cases

Key Priorities for Financial Institutions:

• Regulatory compliance and audit readiness.
• Risk management and fraud prevention.
• Customer experience and operational efficiency.

How Power Platform Helps:

• Automated Document Checks: Streamline anti-money laundering and customer verification processes, reducing manual workload and risk.
• Portfolio & Performance Dashboards: Visualise investment performance, risk metrics, and client trends for advisors and executives.
• Loan Origination & Approval Workflows: Digitise and automate loan applications, approvals, and document management.
• Expense & Payment Automation: Simplify internal expense claims, vendor payments, and reconciliations.

Why Exigo Tech for Power Platform Solutions?

• Finance-first Approach: We understand financial workflows, compliance needs, and the realities of risk management.
• End-to-end Partnership: From discovery to deployment and ongoing support, we guide you every step of the way.
• Scalable, Secure Solutions: Built on Microsoft’s trusted infrastructure, our solutions grow with your organisation and regulatory landscape.
• Continuous Innovation: We help you imagine and implement new ways to improve compliance, efficiency, and customer trust.