A Power Apps and Dataverse retention hub giving relationship teams a single workspace for customer signals and next-best actions.
Relationship teams were juggling spreadsheets, CRMs and email threads — and customers at risk were slipping through because no one had the full picture.
How we structured the work, end to end.
From source to insight, in one governed flow.
Other engagements with a similar shape.
A real-time fraud detection framework in production — catching fraud at the point of transaction, with investigators working from one queue.
A pipeline-driven regulatory reporting cycle with operations, credit and compliance dashboards — and an audit trail you can defend.
Fraud, AML/CTF and claims analytics integrated into a single governed Fabric risk platform — real-time scoring, executive dashboards, defensible lineage.
Start with a conversation. We'll map the process, pressure-test the goal, and come back with a plan.
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