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Microsoft Dynamics 365 & Dynamics CRM experts provide reviews and opinions to aid professionals with the Dynamics 365 selection process.

 
 

Dynamics CRM for Professional Services

Why You Should Make Geo-Analytics Part of Your Business Plan

What is Geo-Analytics Geo-coded, or location-based data integrated with analytics results in powerful GeoAnalytics. GeoAnalytics provides hidden insights into geographical aspect of data extracting crucial information of geospatial system. It provides accurate data as geo-codes of a location or in simple terms latitude and longitudes, and a broader data as postal code, street name, house […]

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7 Unique Challenges for CRM in Wealth Management

Let's talk about wealth management firms and CRM. Wealth management firms are financial advisors, but with unique requirements. Many are family offices with perhaps ten advisors. These advisors succeed based on the strength of building and maintaining relationships. Historically, each of them tends to have their own customer base, their own “book” of clients. Often […]

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The Benefits of AI for Asset Management: Enterprise Reporting

Asset Management Firms and the Benefits of AI: Enterprise Reporting These days, data is an integral part of any successful business. This is especially true when it comes to asset management. Without access to the right data, an asset management firm will struggle to stay competitive. But in order to take full advantage of the […]

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The Benefits of AI for Asset Management: Marketing and Campaigns

AI for Asset Management Firms: Increase Marketing and Campaign Effectiveness When it comes to asset management, data is everything. In order to stay competitive in a changing market, you need access to reliable, meaningful data. Accessing this data and putting it to use for your firm involves having the right technology: without the right tech, […]

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Benefits of AI for Asset Management Firms: Managing Client Meetings

Using AI to Manage Client Meetings If you work in asset management, you already know just how important data is for the success of your firm. In order to stay competitive, your business needs access to reliable and informative data sets, harnessed by the appropriate technology. When it comes to data-focused tech, Artificial Intelligence (AI) […]

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The Benefits of AI: Asset Management Firms and Trip Planning

How AI Can Help Your Asset Management Firm with Planning Trips As anyone working in asset management can tell you, data is extremely important. In order to stay competitive, you need reliable data that’s easily accessible. But, without the right technology, you won’t be able to take full advantage of the data that’s available to […]

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AI for Asset Management Firms: Managing Pipelines and RFPs

The Advantages of AI for Asset Management Firms: Using AI to Manage Pipelines and RFPs In today’s asset management industry, nothing is more important than data. Without access to the right information, you’ll miss out on countless opportunities. That’s why it’s essential to have the technology in place to allow for easy data access and […]

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5 Questions: Can You Benefit from Case Management in Microsoft Dynamics 365?

Case management includes the process of identifying, recording, analyzing, monitoring and resolving an information-centric work item.  It includes the collection of appropriate data, the adherence to internal processes, and the related communications required to resolve a case. “Cases” are used across many industries and may be called many things:  Questions, Issues, Incidents, Requests, and Work […]

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6 Artificial Intelligence Strategies for Asset Management Firms

How to Integrate AI into Your Asset Management Firm with Dynamics 365 CRM As competition grows between asset management firms, it’s more important than ever to take advantage of every available opportunity when it comes to maximizing growth. And as many firms are finding out, technology can be their single greatest asset. At the end […]

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AI and Machine Learning for Asset Management: Better Trip Planning

In a world where time is money, improving efficiency and productivity while strengthening your relationships and delivering value is considered a huge KPI in any business. If your asset management firm isn’t currently benefiting from all of the capabilities that come with integrating AI and machine learning to your business strategy, you are leaving a […]

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