Microsoft Dynamics CRM for Capital Markets and Wealth Management

The number of high net-worth clients has grown significantly in the past decade and to compete for this growing number of investors, financial institutions must go beyond delivering exceptional service.  Advisors must understand the customer’s entire portfolio and build relationships that span family households, banks, asset managers, accountants and government agencies.

Microsoft Dynamics CRM provides Capital Markets and Wealth Management firms with the tools and capabilities they need (including risk management and regulatory compliance), to create and easily maintain a clear picture of customer relationships.

Microsoft Dynamics CRM is a powerful tool for capital markets firms offering a comprehensive client view which helps uncover opportunities to sell investment vehicles suited to an individual’s unique needs.

Armed with such information, the customer-facing agent can deliver a higher level of personalized service, building customer loyalty and profitability for his or her firm.

Microsoft Dynamics CRM for Capital Markets offers:

• Enhanced service for retail and institutional clients
• Uncover new business opportunities
• Promotes competitive differentiation
• Gives advisors back time to work with their clients
• Real time client information across service delivery channels
• Automate customer care solution
• Integrate fully with core investment applications
• Integrates fully with Internet/Corporate Intranet systems