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Posts Tagged ‘CRM for Wealth Management Firms’

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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Lessen Compliance Headaches and Avoid Hefty Regulatory Fines with Customer Effective: Wealth Management CRM

The financial services CRM consulting practice of Customer Effective has been on top of the surge in compliance-related issues for years now, including going back to the inception of Dodd Frank. Many of our past commentaries and blog contributions to the Microsoft Dynamics CRM community have stressed the importance of maintaining the data integrity of […]

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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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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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Upcoming Webinar: How Wealth Management Firms Use Microsoft CRM to Grow their Advisory Business

Bloomberg BusinessWeek reports that 2011 was the fifth year in a row in which investors withdrew more money from U.S. equity funds than they deposited. In fact, withdrawals for last year totaled $135 billion, which was second only to 2008. Despite U.S. stocks having increased 99 percent over the past three years as of its […]

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Wealth Management Firms turn to Microsoft Dynamics CRM 2011 to Amplify their Sales and Service Results

Customer Effective is poised and ready to empower wealth management firms with flexible, scalable, and security-enhanced CRM tools and integrated solutions to grow their business. Customer Effective: FinServ for Wealth Management is our pre-configured Microsoft Dynamics CRM 2011 offering consisting of a full-featured Marketing, Sales, and Service suite tailored to wealth management industry needs. Below […]

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Drive Your Wealth Management Practice to New Levels of Success with CRM 2011

Over the course of their lifetime, the financial needs of customers evolve. Elite advisory firms embracing a client-centric approach and executing a comprehensive CRM strategy will be better positioned to meet those changing client needs and to cultivate customer relationships that last a lifetime. By exhibiting consistent responsiveness, offering quality advice, and providing a personalized […]

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Wealth Management Firms Look to Rev Up CRM Technology Spending

At the end of March, I had the privilege of listening to an InformationWeek - Wall Street & Technology webcast entitled “CRM Integration Strategies to Increase Financial Advisor Satisfaction and Drive Growth.” One of the featured speakers was Sophie Schmitt, a Senior Analyst with the Aite Group, an independent Boston-based research and advisory firm focused […]

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