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Wealth Management Firms Choose CRM to Improve Productivity and Client Service
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 s...
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