Posts Tagged ‘CRM for Financial Services’

Hitachi Solutions America, Ltd.'s Logo Mutual Fund Wholesalers Locate and Cement Top-Producing Broker Relationships with Microsoft Dynamics CRM

Due to ongoing industry consolidation, occasional market turmoil, or personal drive to increase earning power, top-producing financial advisors occasionally change Broker/Dealers (B/Ds). Some go to work for another competing Wirehouse […]

Hitachi Solutions America, Ltd.'s Logo Farm Credit Services of Illinois Achieves Microsoft CRM Success with Customer Effective

Customer Effective has released a new Customer Success Story highlighting the successful CRM implementation at Farm Credit Services of Illinois. Not only did Farm Credit Services of Illinios need a […]

Hitachi Solutions America, Ltd.'s Logo 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 […]

Hitachi Solutions America, Ltd.'s Logo 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 […]

Hitachi Solutions America, Ltd.'s Logo Customer Effective: FinServ; Liberating Users from Oracle Siebel CRM with Microsoft Dynamics CRM

In 2003, Siebel CRM was the clear market leader, with 45% CRM market share. 2003 was also the year Microsoft launched Dynamics CRM. The Microsoft Corporation was a Siebel user at […]

Hitachi Solutions America, Ltd.'s Logo Rely on Microsoft Dynamics CRM to Satisfy Increasing Regulator Compliance Burdens and Investor Due Diligence Requests

As a result of the severe market volatility of 2011, the recent downgrade of the US debt rating, the massive shortfall and bankruptcy of MF Global, and the deepening of […]

Hitachi Solutions America, Ltd.'s Logo Tips for Putting the 'Use' in Microsoft Dynamics CRM User Adoption

As both veteran consultants and customers will tell you, one key to a successful Microsoft Dynamics CRM implementation is user adoption. Like most other companies, financial services organizations face challenges […]

Hitachi Solutions America, Ltd.'s Logo In Volatile Market Conditions, Use CRM to Strengthen Client Relationships

InvestmentNews reports that Cerulli Associates Inc. just conducted a survey of 7,800 investor households. Cerulli’s research indicates that investors, particularly high net worth investors, tend to work with multiple financial […]

Hitachi Solutions America, Ltd.'s Logo Boost Bank Cross-Sell Revenue with CRM 2011

While traveling the other day, I came across an article in the June 13th edition of Bloomberg Businessweek entitled “The Financial Sector Keeps Shrinking.” The article touches on how the […]

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 […]


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