Our clients

“Incremental have been brilliant throughout the whole process. Implementing a new CRM system in a short time frame seemed like an impossible ask, but we were able to do it, and do it well, with the support of Incremental. The team always made time to answer questions, address issues and ensure we had everything that we needed."

Ben Wilde
DCRM Product Owner, Capital International Group

A range of resources to help leaders in Capital Markets adapt and grow, automate operations and excel client experiences.

10 minutes with Microsoft’s Richard Gaster

Our editorial team caught up with Microsoft Business Applications Specialist Richard Gaster to get his insights into the challenges and opportunities the sector is facing and how Microsoft is driving forward digital transformation.

  • Learn how Microsoft and Incremental are working together to connect data, people and processes in Capital Markets
  • Gain insights into the challenges and opportunities the sector is facing
  • Understand how Covid-19 affected Capital Markets
  • Understand how Microsoft is driving digital transformation in the sector
  • Discover examples of middle-office wins with the Microsoft Stack.
Read the interview »

The impact of the pandemic on Financial Services

The Covid-19 pandemic had a huge impact on the need for digital transformation programmes in all Financial Services sectors. There is still much to learn about how people and institutions responded to this crisis and in our whitepaper you will:

  • See how sector leaders responded to the pandemic and how accelerated transformation will shape the future of Financial Services
  • Understand the technology driving radical innovation and change
  • How industry leaders are rethinking the workplace
  • Explore behavioural best practice strategies for steering your people through challenging periods of uncertainty and change.
Read the whitepaper »

10 minutes with Microsoft’s Marina Arnaout

Microsoft’s Business Applications Lead Marina Arnaout is an expert in helping Capital Market businesses. Marina sat down with our Head of Sales Tamara Phelan to discuss how Capital Markets is evolving through technology. In this video you will learn about:

  • The industry’s current challenges
  • The main drivers of conversations surrounding Microsoft technology in Capital Markets firms
  • The automation of traditional business processes and how organisations are moving from legacy IT systems to more robust solutions
  • Industry changes around compliance and pressures that customers are seeing
  • The trends that they are seeing in the industry today.
Watch now »

Incremental and Microsoft’s suite of free online workshops help Insurance leaders drive their transformation strategies, with the right technology, at the right time. Book online now or get in touch for a chat.

Who’s the workshop for?

CTO’s or CIO’s who manage tactical and strategic digital transformation:

  • Explore data modernisation and low-code, no-code capabilities. Push creative boundaries and put the ability to build cool stuff in your people’s hands.
  • See use cases of Power Platform in action, to visualise how it’s more that the sum of its parts.
  • Conceptualise connected sales, service and acquisition journeys, built with Power Platform and hundreds of data integrations, including Dynamics 365 and third party tech.
Workshop overview »

Who’s the workshop for?

Asset managers, sellers and c-suite transformation leads:

  • See how technology can enable sales managers to sell smarter and faster with Dynamics 365, enriched by AI and LinkedIn Sales Navigator.
  • Accelerate sales with predictive lead scoring and forecasting, with intelligent assistant support through the engagement process.
  • Unify rich customer data, company assets and top seller playbooks with free advanced insights features across desk-based dashboards and on-the-go devices.
Workshop overview »

Who’s the workshop for?

Client acquisition teams and c-suite transformation leads:

  • Gain a holistic view of customer behaviours with rich data insights, and discover new audience segments with AI-driven recommendations.
  • Visualise how to automate complex financial promotions compliance and connect to sales and service applications.
  • See how to create segmented nurture and transactional journeys that increase sales and loyalty and make use of simple, configurable content templates.
Workshop overview »

Who’s the workshop for?

Front office experience leaders and c-suite transformation leads:

  • Learn how to increase loyalty and  service performance with Dynamics 365 Customer Service, Omni-channel for Service and Power Platform integrations.
  • Connect the dots across touchpoints to create incredible journeys for retail and institutional investors and understand and react to emerging service needs with AI solutions.
  • Manage processes and cases from first touch to resolution and gain real time insight on trends and satisfaction.
Workshop overview »

Build, plan, and execute transformation strategies with a proven, innovative approach from Microsoft Catalyst – an envisioning and planning program designed to help your organisation prepare for and embrace digital change.

Incremental catalyst process for Capital Markets

Capital markets organisations are redefining their businesses to ensure cost-effective and efficient compliance with the global regulatory changes introduced in 2019. Client expectations are rising, as well as their desire for meaningful returns on their investments. Increasingly, firms are using digital tools to introduce data-driven compliance, drive intelligent workflows between the front, middle and back office, and generate deeper decision making insights in real time.

In this changing landscape, how do you envision the future state of your organisation? Build your transformation strategy with Microsoft Catalyst, a proven and powerful approach to innovation.

Using the proprietary I.D.E.A framework, developed with McKinsey, Harvard Business School and Microsoft, Incremental’s catalyst experts can help your team and stakeholders develop a mutual understanding of these business objectives and challenges, quantify your project value and bring it to life in a demonstration, proof of concept or pilot. Together we can plan a program of work to deliver the transformation project, with the right technology, at the right time.

Customer Story:Intelligent Middle Office

Read about how Incremental and Microsoft collaborated with a leading UK Pension Fund to connect middle and back office functions and automate key legal and risk processes.

This customer success story showcases the first phase of Power Platform and Dynamics 365 Customer Service implementations a third-party integrations with Adobe sign, which standardised and streamlined existing business processes. The intelligent middle office project continues, building agile business processes that allows the Fund to modernise across all part of the business.

Read the case study »

Customer Story:Martin Currie

As its legacy Dynamics system approached end of life/support, Martin Currie Investment Management Ltd required a new CRM system to support its global Sales, Marketing and Business Development front office, who operate in disparate time zones.

Incremental’s approach was based upon sound, proven methodologies that ensured the new Dynamics 365 system and integrations were built to the client’s needs. The project’s digital and data infrastructure not only achieved Martin Currie key outcomes but provided the foundation for the future continuous digital improvement that the business sought.

Read the case study »

97%

of Fortune 500 companies have joined the Power Platform’s low-code, no-code revolution

50%

of consumer financial activities switched to digital during Covid-19 pandemic

73%

of customers will consider moving after 1 bad experience

80%

of Financial Services companies are in the Microsoft cloud

86%

of buyers are willing to pay more for a great customer experience

Customer Story:Martin Currie

As its legacy Dynamics system approached end of life/support, Martin Currie Investment Management Ltd required a new CRM system to support its global Sales, Marketing and Business Development front office, who operate in disparate time zones.

Incremental’s approach was based upon sound, proven methodologies that ensured the new Dynamics 365 system and integrations were built to the client’s needs. The project’s digital and data infrastructure not only achieved Martin Currie key outcomes but provided the foundation for the future continuous digital improvement that the business sought.

Read the case study »

10mins with...Richard Gaster - Part 2

In the part two of our Microsoft Interview Series with Richard Gaster, our Financial Services Head of Sales Tamara Phelan sits down with Richard to discuss the journey from Legacy IT systems to working from a single, consolidated platform where mundane processes are automated and the power of your data is able to be fully harnessed.

Watch the interview now »

"Incremental’s approach and turnaround was efficient and effective. During implementation, updates and progress reporting were daily and structured. Communication was good and I was aware of progress at every stage. They’re a great client facing consultancy with strong people. The weekly project call and status report gave me really useful insight to share with the key stakeholders and financial teams too.”

Hayley Keenan, Head of CRM, Data and Change Management, Martin Currie

Get in touch

Incremental Group is committed to helping Financial Services businesses do and achieve more. Our people are experts at helping customers achieve their digital transformation goals.

For more information on any of our resources, or if you are planning a digital transformation project, then please get in touch.