Wealth Management Firms Choose CRM to Improve Productivity and Client Service
sponsored by Microsoft

To more clearly understand how wealth management firms are using Microsoft Dynamics CRM, Microsoft turned to IT advisory firm Mainstay Partners for an independent assessment. Mainstay Partners interviewed a number of firms to identify the measurable benefits they have achieved through deploying Microsoft Dynamics CRM. The customer profiles presented in this paper demonstrate how Microsoft Dynamics CRM has helped these firms build a customer-focused approach to wealth management that builds and sustains long-term, profitable client relationships.
(THIS RESOURCE IS NO LONGER AVAILABLE.)
 
Available Resources from Microsoft
See what other users are reading via our Daily Top 50 Report
.

About TechTarget:

TechTarget provides enterprise IT professionals with the information they need to perform their jobs - from developing strategy, to making cost-effective IT purchase decisions and managing their organizations' IT projects - with its network of technology-specific Web sites, events and magazines

All Rights Reserved, Copyright 2000 - 2014, TechTarget | Read our Privacy Statement