Empowering an Investment Firm with Expert Dynamics 365 and Power Platform Capabilities
We’re enabling a global investment firm to leverage specialised Dynamics 365 expertise, driving innovation, enhancing operational efficiency, and strengthening their ability to manage complex reinsurance and insurance-linked securities. Continue reading ↓
Did You Know?
Caspian One recently helped a leading global investment management firm secure a Dynamics 365 and Power Platform specialist. This expert empowered the firm’s business units by enhancing reporting, automating processes, and implementing self-service data tools, driving greater operational efficiency and digital transformation.
This scenario highlights Caspian One’s expertise in delivering specialised talent to a global investment management firm, enabling them to drive innovation and operational efficiency.
Caspian One provided a highly skilled Dynamics 365 and Power Platform specialist, empowering the firm’s Enterprise Solutions team to implement self-service data tools and streamline internal processes, aligning with their strategic goals.
The Challenge
A major investment firm sought to expand their Enterprise Solutions team to help business units better leverage data and automation. They required a highly skilled Dynamics 365 and Power Platform expert - someone who could not only improve reporting and automation but also empower teams to manage their own data and workflows independently.
However, finding the right resource proved difficult. The ideal candidate needed a unique blend of technical expertise and strategic insight - able to deliver advanced solutions while ensuring business units could operate more self-sufficiently.
With a highly competitive hiring market, the firm needed a specialist recruitment partner who could quickly identify, qualify, and place top talent while ensuring the right cultural and technical fit.
Our Approach
Caspian One leveraged its industry expertise and deep talent network to quickly source 13 highly qualified candidates. Through a rigorous screening and selection process, we:
Shortlisted five top candidates, focusing on technical expertise, strategic thinking, and alignment with the firm’s goals
Worked closely with hiring managers to refine role expectations and ensure seamless integration into the Enterprise Solutions team
Provided a structured hiring process, ensuring an efficient and smooth recruitment experience
Successfully placed an expert within weeks, allowing the firm to meet its hiring goals without delay
The Outcome
By securing the right Dynamics 365 and Power Platform specialist, Caspian One enabled the firm to:
Enhance their internal reporting capabilities, providing better insights across business units
Automate critical workflows, improving efficiency and reducing manual workload
Implement self-service data solutions, giving teams greater control over their information and reducing reliance on centralised IT support
Drive digital transformation, ensuring business units were equipped with modern, scalable technology
This strategic hire not only met the firm’s immediate needs but also positioned them for long-term growth, reinforcing their ability to leverage data, automation, and innovation in investment management.
What This Meant for the Client:
Beyond simply filling a vacancy, Caspian One helped the firm achieve key business goals by securing an expert who could:
Enhance operational efficiency, making business units more agile and self-sufficient
Improve automation and data reporting, enabling faster decision-making
Reduce reliance on centralised IT, increasing flexibility and efficiency across the organisation
With the right specialist in place, the firm is now better equipped to scale its Enterprise Solutions strategy, support business-wide innovation, and stay ahead in the evolving financial landscape.
Key Details & Expertise
Keywords: Dynamics 365, Power Platform, Enterprise Solutions, Self-Service Tools, Automation, Data Reporting, Digital Transformation, Operational Efficiency, Power Automate, Investment Management
Primary Areas of Expertise: Application Development, Data & Analytics
Secondary Areas: Automation Development, SQL/Big Data, Performance Monitoring
Resource Roles: Enterprise Solutions Architect, Automation Engineer / QA
Looking for Similar Expertise?
Caspian One specialises in sourcing high-calibre talent for Enterprise Solutions, automation, and data analytics. Whether you need Dynamics 365 specialists, Power Platform experts, or digital transformation leaders, we can help you find and secure the right expertise. Let’s talk.
