Outcreating CRM Data Delivery for Wealth Management: 156+ Hours Saved Annually Through Intelligent MI Automation
LTM transformed a wealth management firm’s fragmented CRM workflow into an automated intelligence engine, delivering role-based IST performance data directly to inboxes with zero manual effort.
The client is a UK based wealth management firm operating nationally across direct sales, intermediatory sales team (IST), financial planning, and corporate distribution channels. With a long established presence in the UK financial services market, the organization supports hundreds of relationship managers and advisors and manages high value client and intermediary pipelines across multiple business units. The firm operates at scale in a highly regulated environment, serving private clients, intermediaries, and corporate stakeholders through a combination of relationship led advisory services and centralized CRM driven processes.
Wealth management is increasingly shaped by regulatory oversight, rising customer expectations for transparency, and a growing dependence on real-time data to support investment decisions. Firms are adopting digital customer relationship management, automation, and AI-driven analytics to improve sales intelligence and operational efficiency. At the same time, distributed teams require consistent, role-based insights delivered directly to their workflow tools, most commonly Outlook. These trends underscore a critical shift: manual reporting is no longer scalable or competitive, so firms are turning to digital transformation for wealth management. For the client, this trend created an urgent need to modernize Management Information (MI )distribution, reduce administrative friction for BDMs, and enable faster stakeholder responsiveness across channels.
The client’s business development managers (BDMs) relied on manual extraction of multiple CRM views from Dynamics 365 each week to prepare IST-focused performance reports. This involved exporting spreadsheets, formatting them individually, and emailing them to various stakeholders — a repetitive workflow consuming nearly three hours weekly per BDM. Beyond the operational fatigue, this manual process posed risks of delays, inconsistencies, and dependency on individual users’ availability.
These challenges directly impacted business development managers, regional sales leadership, central operations teams, and senior stakeholders who depended on timely Management Information (MI) for pipeline visibility, performance tracking, and decision-making.
· Manual extraction of CRM(Customer Relationship Management) data each week from multiple Dynamics 365 views, increased the risk of data inconsistencies, errors, and led to delays in report availability, particularly when individual BDMs were unavailable.
· The absence of automated role-based filtering resulted in stakeholders receiving either incomplete or non‑relevant MI, leading to confusion, additional clarification effort, and reduced confidence in reporting accuracy.
· MI distribution relied on manual preparation and email delivery, causing delays in Outlook circulation and limiting timely visibility of pipeline and performance metrics for decision-makers.
· Inconsistent report formats, delivery timings, and data accuracy across BDMs made cross‑regional performance comparisons difficult, impacted leadership’s ability to assess trends and take informed actions.
· Significant administrative effort spent on manual reporting reduced time available for client engagement and revenue‑generating activities, directly impacting sales productivity
The client required a scalable system that could replicate this process across multiple business units.
LTM designed and implemented an end-to-end automation framework to eliminate manual CRM reporting dependencies and enable consistent, timely delivery of Management Information (MI). The solution transformed a fragmented, pull-based reporting process into a centralized, push-based intelligence delivery model, leveraging the client’s existing Microsoft technology stack and licenses.
The solution comprised the following key components:
• Automated orchestration using Microsoft Power Automate
A scheduled workflow was configured to automatically retrieve data from multiple Dynamics 365 CRM views without any user involvement, removing reliance on manual data extraction and individual availability.
• IST-specific data filtering and consolidation
The automation applied business-unit–specific filtering to isolate relevant MI, ensuring that only accurate and contextually relevant data was processed for reporting.
• Standardized data transformation and report preparation
Extracted CRM data was consolidated, formatted, and structured into a consistent report layout, ensuring uniformity in report content, timing, and accuracy across stakeholders.
• Automated MI distribution via Outlook
Using the Exchange Online connector, reports were automatically delivered to predefined stakeholder groups immediately upon generation, enabling timely visibility without manual intervention.
• Cost-neutral, scalable architecture
The solution was implemented entirely using existing D365 Sales Enterprise and Power Automate Free licenses, ensuring zero incremental cost. A modular design enabled straightforward replication across additional business units and future extension to other CRM domains, including sales, marketing, customer service, and field service.
By embedding extraction, transformation, and distribution into a single automated service, LTM eliminated manual dependencies, ensured consistent reporting patterns, and positioned the client for broader data automation initiatives across the enterprise.
• Microsoft Dynamics 365 Sales Enterprise
• Microsoft Power Automate
• Exchange Online Connector
• Microsoft PowerApps (Strategic Lead Management App)
• Office 365 (Outlook-based delivery)
LTM’s CRM-based MI reporting automation supporting a wealth management business solution led to a range of tangible benefits for the client including:
This automation initiative has modernized the client’s MI distribution lifecycle, establishing a robust, scalable, and cost-efficient framework for delivering critical CRM insights. The impact extends beyond productivity gains as the solution accelerated stakeholder responsiveness and strengthened the client’s foundation for future data automation and analytics initiatives. LTM continues to partner with the client to explore further CRM, Power Platform, and automation-led enhancements across their digital landscape.
Outcreate legacy manual reporting by leveraging intelligent automation.
Contact us at eca.mbacore@ltm.com
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