Democratising Wealth Management with Microsoft Dynamics 365
Making financial advice accessible to everyone
Published: August 6, 2025 | Industry: FinTech, Wealth Management | Location: New Zealand
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Democratising Wealth for All New Zealanders
Lemmi is transforming New Zealand's wealth management landscape with a bold mission: making financial advice accessible and understandable for everyone, not just high-net-worth individuals. Founded by Craig Dealy, who brings extensive experience in personal financial planning, Lemmi recognised that traditional wealth management was failing everyday New Zealanders.
But their existing technology infrastructure was holding them back. Legacy systems couldn't scale to meet 21st-century demands, data integration resembled a "spaghetti junction," and they lacked the real-time capabilities needed to provide timely financial guidance when clients needed it most.
Lemmi needed more than a technology upgrade—they needed a complete digital transformation. Delta Insights delivered a comprehensive Microsoft Dynamics 365 solution that became the central hub for their innovative wealth management platform.
Data Ownership & Control
Faster Client Onboarding
Financial Guidance & Nudges
Future-Ready AI Platform
The Challenge: Legacy Systems in a Digital Age
Lemmi's vision to democratise wealth management required a technology foundation that could scale, integrate seamlessly, and deliver real-time insights to clients across New Zealand.
Legacy Infrastructure
Existing systems couldn't scale or extend to meet modern wealth management requirements
Data Integration Complexity
Multiple data sources creating a "spaghetti junction" of disconnected systems
Accessibility Barriers
Making wealth management services accessible to a broader audience beyond traditional high-net-worth clients
AI-Ready Platform for Financial Innovation
Delta Insights implemented Microsoft Dynamics 365 Customer Service as the central hub, creating an integrated ecosystem that connects every aspect of Lemmi's wealth management operations.
Microsoft Dynamics 365 Customer Service
Centralized wealth management platform with AI-ready capabilities
- Client relationship management
- Automated workflow processes
- Real-time financial insights
- Integrated communication tools
Custom Azure Connectors
Proprietary integration solutions for seamless data flow
- Custom-built data pipelines
- Third-party independence
- Scalable architecture
- Complete data ownership
Microsoft 365 Integration
Seamless ecosystem connectivity for enhanced productivity
- Teams integration
- SharePoint connectivity
- Booking system sync
- Document management
The platform is future-proofed with Copilot AI capabilities, enabling Lemmi to deliver intelligent, personalised financial guidance at scale across New Zealand's diverse wealth management needs.
Why Lemmi Chose Delta Insights
After evaluating 3-4 potential partners, Lemmi chose Delta Insights for reasons that went beyond technical capability. While other vendors offered impersonal corporate approaches, Delta Insights created an immediate personal connection and demonstrated genuine understanding of Lemmi's unique mission.
Key differentiators included:
- Personal Approach: Immediate connection versus impersonal corporate competitors
- Technical Expertise: Team included ex-Microsoft professionals with deep platform knowledge
- Business Understanding: Took time to genuinely understand Lemmi's unique requirements
- Proven Innovation: Demonstrated capability to solve complex integration challenges
- Shared Values: Both organisations driven by desire to make positive social impact
The Microsoft Dynamics 365 ecosystem was a natural fit—Lemmi was already a Microsoft shop, ensuring seamless integration with their existing Microsoft 365, Teams, and SharePoint infrastructure.
Hear from Craig Dealy
FOUNDER, LEMMI
See how Microsoft Dynamics 365 transformed Lemmi's wealth management platform
Outstanding Project Management & Innovation
Beyond technical delivery, Delta Insights demonstrated exceptional project excellence that set them apart from traditional consulting approaches. Regular, detailed project updates kept Lemmi informed of progress, budget control ensured financial transparency, and timeline adherence maintained momentum despite challenges.
Problem-Solving Innovation
When a critical integration faced unexpected obstacles due to a dispute between Microsoft and a third-party provider, Delta Insights showcased their innovative problem-solving capabilities. Rather than accept delays or compromise, the team pivoted seamlessly to build a custom connector using Azure and Microsoft technologies.
Custom Connector Benefits:
- Delivered within original budget and timeline
- Created proprietary asset that Lemmi owns and controls
- Eliminated dependency on third-party solutions
- Built scalable foundation for future growth
18-Week Digital Transformation
From legacy system assessment to full platform deployment, our proven methodology delivered Lemmi's wealth management transformation on time and within budget.
Discovery & Planning
3 weeks
- Wealth management process analysis
- Legacy system assessment
- Solution architecture design
Platform Configuration
8 weeks
- Dynamics 365 setup
- Custom workflow development
- Microsoft 365 integration
Custom Connector Development
4 weeks
- Azure connector creation
- Third-party API integration
- Data migration testing
Testing & Go-Live
3 weeks
- User acceptance testing
- Staff training
- Production deployment
Shared Values, Measurable Impact
The partnership between Delta Insights and Lemmi succeeded not just on technical merits, but through aligned values and shared commitment to positive social impact. Both organisations are driven by the desire to make a meaningful difference in people's lives through innovative technology solutions.
The platform transformation delivered:
- Streamlined Operations: Centralized data management and workflow automation
- Enhanced Client Engagement: Real-time financial guidance and personalised advice
- Scalable Growth Platform: Infrastructure supporting Lemmi's expansion across New Zealand
- Complete Data Ownership: Full control over customer database and integrations
- Future-Ready AI Capabilities: Copilot-enabled platform for intelligent insights
Most importantly, the solution positions Lemmi to achieve their mission of democratising wealth management, making financial advice accessible to all New Zealanders regardless of their current wealth status.
"The Project Team Were Just Incredible"
"The project updates were regular and detailed - we could see exactly where things were at and what had been done. When we faced integration challenges, Delta had enough depth in the team to step back and say 'how would we build our own pipeline?' We ended up with something we now own, didn't blow the budget or timeline, and have a process we can scale with as we grow."
Craig Dealy
Founder, Lemmi | August 2025
Delivered by Delta Insights. Powered by Microsoft.
Lemmi's wealth management platform demonstrates the power of Microsoft's integrated ecosystem when implemented by experts who understand both the technology and the business mission. The result is a scalable, AI-ready platform that grows with Lemmi's ambitions to transform New Zealand's financial landscape.
Built with
- Microsoft Dynamics 365 Customer Service
- Azure Cloud Platform (custom connectors)
- Microsoft 365 Suite (Teams, SharePoint)
- Power Platform (automation and insights)
- Copilot AI (future-ready capabilities)
Project Details
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