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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...

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Microsoft 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...

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Wealth 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...

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Asset 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...

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Eliminate 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...

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Boost 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...

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In 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...

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Tips 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...

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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,...

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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...

View Article


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 Article

Mine 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...

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Farm 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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