In my last blog, I talked about how Dialogs and Connections can be useful to Investment Bankers who use CRM. Another example of using Connections and Dialogs comes from the Asset Management arena, where it’s important to track, among other things, Consultants and Custodians for the customers of the Asset Management firm. The importance of [...]
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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 [...]
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