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Wealth Management Firms Choose CRM to Improve Productivity and Client Service

Cover
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.
Vendor:
Microsoft
Posted:
25 Aug 2009
Published:
25 Aug 2009
Format:
PDF
Length:
7 Page(s)
Type:
White Paper
Language:
English

This resource is no longer available.