CapmetricaWealth & Advisory

About us / Solution partners

A Microsoft-aligned ecosystem, built for regulated delivery.

Capmetrica is a Microsoft Solution Partner. Our advisory and engineering practice is delivered on Microsoft Dynamics 365, Power Platform, Azure, and Copilot intelligence.

Solution Partner

Microsoft

Capmetrica is a Microsoft Solution Partner, delivering engagements built on Microsoft Dynamics 365 CRM, Power Platform, Azure cloud infrastructure, Azure OpenAI Service, Azure AI Foundry, and Microsoft Copilot intelligence.

CRM & Customer Engagement

Microsoft Dynamics 365

Our advisory CRM, client servicing, and case management implementations are built on Dynamics 365, tailored to wealth management and banking workflows.

Automation & Low-Code

Microsoft Power Platform

We use Power Automate, Power Apps, and Power BI to deliver operational automation and reporting for advisory and banking operations teams.

Cloud Infrastructure

Microsoft Azure

Azure provides the secure, compliant cloud foundation for our client migrations, data platforms, and AI deployments across regulated financial institutions.

AI Platform

Azure OpenAI & Azure AI Foundry

Our AI Infused practice builds agentic and generative AI capability on Azure OpenAI Service and Azure AI Foundry, governed for responsible use in regulated environments.

AI-Assisted Productivity

Microsoft Copilot

We embed Copilot intelligence into advisory, servicing, and engineering workflows to accelerate delivery while maintaining institutional governance standards.

From legacy thinking to a future-ready platform

Our partner ecosystem reflects a deliberate transition away from legacy banking technology thinking.

Many of the institutions we serve are moving away from monolithic, on-premise core systems toward composable, cloud-native platforms. Our alliance with Microsoft gives clients a single, governed foundation, spanning CRM, automation, cloud infrastructure, and AI, so modernization does not mean stitching together disconnected point solutions. We extend this ecosystem selectively with specialist partners where a client's regulatory or data environment requires it.

Want to discuss our partner-enabled delivery model?

Talk to us about how our ecosystem can accelerate your transformation.