Customer 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 ArticleMicrosoft Dynamics CRM for Financial Services Webinar: Customer 360 Success...
Join Hitachi Solutions, Microsoft's U.S. 2014 Financial Services Partner of the Year for a webinar on November 4th on how Microsoft Dynamics CRM and Hitachi Solutions can help your Financial Services...
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7 Reasons a Financial Services Firm Replaced Salesforce with Microsoft...
Salesforce or Microsoft Dynamics CRM? Which CRM software is the better fit for a financial services company? Many organizations contemplate this question. The obvious answer is, it depends on your...
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Webinar: Redefining CRM — Innovative Ways Today’s Investment Firms Are Using...
There is no cost to attend, but space is limited. Reserve your spot here. From compliance issues to increasing client demands, today’s investment firms face tough challenges. But, there are firms that...
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 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...
View ArticleCreate 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...
View ArticleMutual 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...
View ArticleCRM 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...
View ArticleUsing 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...
View ArticleUsing 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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