Rely on Microsoft Dynamics CRM to Satisfy Increasing Regulator Compliance...
As a result of the severe market volatility of 2011, the recent downgrade of the US debt rating, the massive shortfall and bankruptcy of MF Global, and the deepening of the Eurozone debt crisis,...
View ArticleCustomer Effective: FinServ; Liberating Users from Oracle Siebel CRM with...
In 2003, Siebel CRM was the clear market leader, with 45% CRM market share. 2003 was also the year Microsoft launched Dynamics CRM. The Microsoft Corporation was a Siebel user at that time. Aside from...
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Create Additional Business Value in Your Investment Advisory Firm with...
Elite wealth management firms utilizing Microsoft Dynamics CRM 2011 pride themselves on providing outstanding client service that exceeds industry standards. Their dedicated commitment to a...
View ArticleMine and Nurture Investor Relationships in a More Targeted and Informed...
Fresh off the best stock market first quarter rally since 1998, today’s top-tier investment managers have outgrown cumbersome spreadsheets and inflexible, standard contact management systems. To better...
View ArticleFarm Credit Services of Illinois Achieves Microsoft CRM Success with Customer...
Customer Effective has released a new Customer Success Story highlighting the successful CRM implementation at Farm Credit Services of Illinois. Not only did Farm Credit Services of Illinios need a...
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Mutual Fund Wholesalers Locate and Cement Top-Producing Broker Relationships...
Due to ongoing industry consolidation, occasional market turmoil, or personal drive to increase earning power, top-producing financial advisors occasionally change Broker/Dealers (B/Ds). Some go to...
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CRM Tops Strategic Initiatives for Wealth Management Firms
Earlier this year, the CEB TowerGroup shared research findings on some of the key technological issues impacting wealth management firms: Over the next three years, greater than 70% of wealth...
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Using Customer Effective: FinServ CRM To Do More Without Hiring Additional Staff
Automated workflows in CRM are the core of an investment advisor’s service model. Throughout the years, workflows embedded in the Customer Effective: FinServ solution built on the Microsoft Dynamics...
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Using Customer Effective: FinServ CRM To Do More Without Hiring Additional Staff
Automated workflows in CRM are the core of an investment advisor’s service model. Throughout the years, workflows embedded in the Customer Effective: FinServ solution built on the Microsoft Dynamics...
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Improve Investment Banking Deal Sourcing Efficiency and Execution with...
With the ever-increasing wave of regulation facing Investment Banks, many are looking to restructure their practices to become more lean, agile, and capital-conscious. As compliance and regulatory...
View ArticleDesigning a Versatile CRM Solution for Financial Service Firms
The benefits of CRM software for financial service firms extend beyond sales and marketing support. These powerful solutions also help you manage your enterprise more effectively, offering flexible and...
View ArticleRenew HNW Client Focus and Take Your Advisory Practice to New Heights with...
As high net worth individuals and families continue to diversify their assets with multiple advisors, private banks, family offices, and wealth management firms realize they need to improve the way...
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Boost Mortgage Loan Volume in a Rising Rate Environment with Microsoft CRM
Just last week, mortgage rates experienced the biggest one week increase in 26 years. With rates at a two year high, it is safe to say that many mortgage lending divisions would welcome a “secret...
View ArticleWealth Management Firms Look to Rev Up CRM Technology Spending
At the end of March, I had the privilege of listening to an InformationWeek - Wall Street & Technology webcast entitled “CRM Integration Strategies to Increase Financial Advisor Satisfaction and...
View ArticleAsset Management Firms Ensure Superior Client Service and Enhance...
Besides needing portfolio modeling and performance analytics to support their investment management process and trading and rebalancing decisions, Asset Managers need to be able to deliver a superior...
View ArticleEliminate Operational Inefficiencies and Create More Time for Advisor Sales...
Recently, I have had the pleasure of working closely with an investment advisory firm that currently uses Microsoft Dynamics CRM 3.0. This multi-state RIA has established aggressive AUM growth targets...
View ArticleBoost Bank Cross-Sell Revenue with CRM 2011
While traveling the other day, I came across an article in the June 13th edition of Bloomberg Businessweek entitled “The Financial Sector Keeps Shrinking.” The article touches on how the financial...
View ArticleIn Volatile Market Conditions, Use CRM to Strengthen Client Relationships
InvestmentNews reports that Cerulli Associates Inc. just conducted a survey of 7,800 investor households. Cerulli’s research indicates that investors, particularly high net worth investors, tend to...
View ArticleTips for Putting the ‘Use’ in Microsoft Dynamics CRM User Adoption
As both veteran consultants and customers will tell you, one key to a successful Microsoft Dynamics CRM implementation is user adoption. Like most other companies, financial services organizations face...
View ArticleRely on Microsoft Dynamics CRM to Satisfy Increasing Regulator Compliance...
As a result of the severe market volatility of 2011, the recent downgrade of the US debt rating, the massive shortfall and bankruptcy of MF Global, and the deepening of the Eurozone debt crisis,...
View Article