Posts Tagged ‘CRM for Financial and Operational Process Automation’

Hitachi Solutions America, Ltd.'s Logo Eliminate Operational Inefficiencies and Create More Time for Advisor Sales Calls with CRM 2011 Workflows

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 […]

InterDyn BMI's Logo CRM is not just for Sales, Marketing and Services – Part 2! Have You Considered Using It As A Financial and Operational Automation Tool?

In a recent blog we highlighted how historically, Customer Relationship Management (CRM) solutions have been positioned for Sales, Marketing, and Service personnel.  To expand on that blog, we want to […]


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