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Microsoft Dynamics 365 & Dynamics CRM experts provide reviews and opinions to aid professionals with the Dynamics 365 selection process.

 
 

Posts Tagged ‘Wealth Management Microsoft Dynamics 365’

7 Unique Challenges for CRM in Wealth Management

Let's talk about wealth management firms and CRM. Wealth management firms are financial advisors, but with unique requirements. Many are family offices with perhaps ten advisors. These advisors succeed based on the strength of building and maintaining relationships. Historically, each of them tends to have their own customer base, their own “book” of clients. Often […]

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