Wealth Management Firms Choose CRM to Improve Productivity and Client Service by MicrosoftWelcome, Guest      sign in | register | help


   Search for:        Advanced Search
Research Abstract
Wealth Management Firms Choose CRM to Improve Productivity and Client Service
by Microsoft

> View this now

Published on: August 25, 2009
Type of content: WHITE PAPER
Format: Unknown
Length: 7 pages
Price: FREE

Overview:
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.

> View Company Report
> View all content by this company
> Return to Search Results


         
  The Complete KnowledgeStorm Network of Technology Search Sites. Focused searching for faster results.

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.

TechTarget Corporate Web Site  |  Media Kits  |  Reprints




  TechTarget - The IT Media ROI Experts