WHITE PAPER - 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.
Posted: August 25, 2009 | Published: August 25, 2009


Topics:  CRM | CRM Software | Customer Data Integration | Customer Data Management | Customer Profiles | Customer Service | Microsoft Outlook | Wealth Management

WHITE PAPER - In this white paper, learn how wealth management firms can use client relationship management (CRM) strategies and technology to build relationships as trusted advisors, maximize share of wallet, and increase productivity.
Posted: February 20, 2009 | Published: February 20, 2009


Topics:  Best Practices | CRM | CRM Best Practices | Financial Reporting | Financial Statements | Financing | Investments | Productivity | QOS | Wealth Management