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Posts Tagged ‘CRM for Financial Services’

Webinar: Redefining CRM — Innovative Ways Today’s Investment Firms Are Using CRM to Outpace Business Demands

There is no cost to attend, but space is limited.  Reserve your spot here. From compliance issues to increasing client demands, today’s investment firms face tough challenges. But, there are firms that are winning the battle. How are they doing it? The answer might surprise you: CRM. These successful firms are using CRM in unexpected […]

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7 Reasons a Financial Services Firm Replaced Salesforce with Microsoft Dynamics CRM

Salesforce or Microsoft Dynamics CRM? Which CRM software is the better fit for a financial services company? Many organizations contemplate this question. The obvious answer is, it depends on your requirements and goals. Yet, it helps to understand why companies like yours choose one over the other. It's even more helpful when you can learn from a company who has used […]

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Microsoft Dynamics CRM for Financial Services Webinar: Customer 360 Success in Financial Services

Join Hitachi Solutions, Microsoft's U.S. 2014 Financial Services Partner of the Year for a webinar on November 4th on how Microsoft Dynamics CRM and Hitachi Solutions can help your Financial Services Organization succeed. Click Here to Register! Today's customers expect fast, informed and intelligent interactions with financial institutions.  Join us for a fast-paced presentation that […]

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Boost Mortgage Loan Volume in a Rising Rate Environment with Microsoft CRM

Just last week, mortgage rates experienced the biggest one week increase in 26 years. With rates at a two year high, it is safe to say that many mortgage lending divisions would welcome a “secret weapon” to maintain the previous uptick in applicant demand and enhance staff productivity. The Customer Effective: Banking CRM solution is […]

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Renew HNW Client Focus and Take Your Advisory Practice to New Heights with Microsoft Dynamics CRM

As high net worth individuals and families continue to diversify their assets with multiple advisors, private banks, family offices, and wealth management firms realize they need to improve the way they manage their book of business. To better serve their top relationships, leading advisory firms understand that they need to give their ultra-affluent client base […]

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Designing a Versatile CRM Solution for Financial Service Firms

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 […]

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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 […]

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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 […]

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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 […]

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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 […]

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