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Beyond Key is a leading software development and IT consulting company, specializing in custom solutions and leveraging transformative Microsoft technologies. With a sharp focus on AI, we utilize Microsoft technologies, including SharePoint, Teams, Dynamics 365, and Power Platform (Power BI, Power Apps, and Power Automate). Our innovative methodologies and expertise give businesses a decisive competitive edge.
Powering Financial Success: Investment Advisory Company in the US Harnesses the Power of Power BI for Enhanced Financial Monitoring and Investment Health
Business Description:
Our client is a leading Investment Advisory company based in the United States. With a highly diverse staff, they have built a strong foundation over the past decade, shaping their future as they strive to provide exceptional value to their customers.
Challenges
Our client faced multiple challenges, yearning for in-depth evaluations of their economic standing. They struggled to complete comparative analyses between income, expenses, assets, and liabilities when comparing the previous year to the current one. To solve these challenges, they contacted Beyond Key. Download the PDF now to uncover our innovative solutions that transformed their approach to financial analysis and drive their company's success.
Download the case study to know every solution in detail along with the supporting tech stacks.
Beyond Key's Power BI finance dashboard helped Breg consolidate and analyze financial data, enabling real-time monitoring and informed decision-making.
Beyond Key implemented Power BI-based Finance Dashboards for a leading Investment Advisory company to analyze financial health and improve decision-making.
Smart home automation device company leverages wearable devices, AI and voice recognition technology to control home doors with voice, anywhere, anytime.