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 …
Posts Tagged ‘CRM for Financial Services’
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, …
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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 …
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 …
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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 …
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 …
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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 …
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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 …
Using Customer Effective: FinServ CRM To Do More Without Hiring Additional Staff Read More »
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 …
Using Customer Effective: FinServ CRM To Do More Without Hiring Additional Staff Read More »
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 …
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