Richard Stanton Email and Phone Number

A Microsoft Certified Power Platform Solutions Architect, Functional Consultant, and Diploma-level qualified IFA, who has spent a number of years working on technology specifically for the IFA, advisory and wealth management sectors, designing, developing, and deploying technology to transform their businesses.Working closely with key stakeholders in a client-facing environment, to fully understand, document and communicate requirements to both the Client and development team, leading to involvement from the earliest stages of the sales and implementation process through to deployment and beyond, including both smaller and enterprise-level deployments. Possessing a detailed understanding of the processes that underpin advisory businesses, including a specific focus on the regulatory framework in which they operate, combined with excellent communication skills and a thorough grasp of the relevant issues and terminology, allows client's needs to be understood, documented, and realised. Working comprehensively with Microsoft Dynamics CRM and the Power Platform in a Product Owner role and building on extensive experience in both financial services and in the design and delivery of business process automation to deliver efficiency, allows for a unique perspective on the creation of user stories, design requirements and acceptance criteria as well as proof of concept builds where required, ensuring stakeholder expectations are not only met, but exceeded.The combination of qualification and experience in both the relevant technology and financial services provides a unique subject matter expertise, which contributes to being able to communicate and build relationships at all levels, whether through designing and running workshops, structured presentations, consultative sessions or training/coaching, supporting the implementation life-cycle from initial post-sale discovery to ongoing account management.A team player who enjoys mentoring whilst still able to work independently.