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 versatile functionality which helps streamline business practices in addition to managing client and customer relationships. However, in order to maximize this versatility, CRM solutions for financial [...]
continue reading...Posts Tagged ‘CRM for Financial Services’
Improve Investment Banking Deal Sourcing Efficiency and Execution with Microsoft CRM
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 costs rise, the banks are under intense pressure to reduce their operating costs and become more efficient. Often, the lines of business at investment banks are siloed, and [...]
continue reading...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 CRM platform have helped many wealth management firms develop enduring and scalable practices. Whether it is streamlining and automating processes, such as onboarding new clients, opening [...]
continue reading...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 CRM platform have helped many wealth management firms develop enduring and scalable practices. Whether it is streamlining and automating processes, such as onboarding new clients, opening [...]
continue reading...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 management executives intend to sustain or grow their level of CRM technology spending. Over half of financial advisory practices assert that the biggest challenges in [...]
continue reading...Mutual Fund Wholesalers Locate and Cement Top-Producing Broker Relationships with Microsoft Dynamics CRM
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 work for another competing Wirehouse or Regional B/D in the quest for a better overall platform, research, and support team, as well as a lucrative signing bonus. Other breakaway brokers [...]
continue reading...Mine and Nurture Investor Relationships in a More Targeted and Informed Manner with Microsoft Dynamics CRM 2011
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 support AUM growth plans and optimize the total lifetime value of the fund’s shareholder base, many leading asset management firms are turning to Microsoft Dynamics CRM 2011, which [...]
continue reading...Create Additional Business Value in Your Investment Advisory Firm with Microsoft Dynamics CRM
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 client-first strategy and a richer service experience pays off in unprecedented firm growth and client loyalty. Everything these leading financial advisory firms do revolves around their Microsoft Dynamics CRM technology [...]
continue reading...Customer Effective: FinServ; Liberating Users from Oracle Siebel CRM with Microsoft Dynamics CRM
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 the obvious best-practice of ‘drinking the Kool-Aid’, the Microsofties were tired of a system that was difficult to use, would loose [...]
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