As the leading innovator in CRM solutions for financial institutions, Customer Effective offers the Customer Effective: Banking CRM platform, which is built on Microsoft Dynamics CRM and caters to the distinct industry needs of Retail, Commercial, and Community Banks. While many banks focused mainly on account transactions in the past, industry leaders are now adopting [...]
continue reading...Posts Tagged ‘Microsoft CRM for Financial Services’
Identify Untapped Opportunities, Hidden Risks, and Shady Characters with Customer Effective: Banking
Education, Empowerment and Relationship: Keys to Happier Bank Customers with Microsoft Dynamics CRM
Due to increasing accountholder disgust with fee increases, wavering client loyalty, eroding customer or member confidence, increased regulation, and tightened margins, banks and credit unions really have no choice but to enhance their overall banking experience. This premise is shared by the findings from the 2012 U.S. Retail Banking Satisfaction Study from J.D. Power and [...]
continue reading...Improving Mutual Fund Wholesaler Territory Management with Microsoft Dynamics CRM
Cerulli Associates recently released a research report entitled “Intermediary Distribution 2012: Optimizing Channel Strategies, Product Focus, and Sales Team Effectiveness.” In the study, Cerulli projects that the market share of the larger, national Wirehouse Broker/Dealers (B/Ds) is going to continue to decline slightly over the next three years. Registered Investment Advisors (RIAs), Defined Contribution-Investment Only [...]
continue reading...Customer Effective Named 2012 Microsoft Dynamics Financial Services Partner of the Year Finalist
Customer Effective is proud to announce their selection as a finalist for the 2012 Microsoft Dynamics Financial Services Partner of the Year award. This award recognizes Customer Effective for delivering consistent, high-quality; predictable Microsoft Dynamics CRM services which help ensure significant business benefits for Financial Services organizations. Customer Effective has also demonstrated strong business leadership [...]
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...Investment Managers Increase Client Visibility and Reduce Operational Risk with Microsoft Dynamics CRM 2011
With the advent and evolution of new trading exchanges and electronic communication networks, asset management firms already know the importance of speed of execution and data accuracy. The lack of real-time accurate data on the trading desk can result in fund traders making erroneous trading decisions and possibly becoming over-leveraged. Bloomberg trading terminals are not [...]
continue reading...Upcoming Webinar: How Wealth Management Firms Use Microsoft CRM to Grow their Advisory Business
Bloomberg BusinessWeek reports that 2011 was the fifth year in a row in which investors withdrew more money from U.S. equity funds than they deposited. In fact, withdrawals for last year totaled $135 billion, which was second only to 2008. Despite U.S. stocks having increased 99 percent over the past three years as of its [...]
continue reading...Segment and Convert Investor Prospects into Limited Partners with Microsoft Dynamics CRM
Ernst & Young recently reported that halfway through 2011, private equity activity decelerated due to the European debt crisis, the U.S. deficit reduction gridlock, and increasing worry about the slow global economic recovery. Overall for the year, the total number of deals came in at 914, which was a decline of just 1%. Additionally, Ernst [...]
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