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Dynamics CRM for Wealth Management

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For wealth management organisations seeking stronger, more profitable relationships with clients, Avanade offers a solution designed specifically for financial advisers that simplifies client management while enhancing customer loyalty. Our Enterprise CRM for Wealth Management solution is based on the flexible, easy-to-use Microsoft Dynamics CRM platform.

Work with a proven CRM solution for wealth management:

- A 360˚ client view—with up-to-date, complete histories—that helps your advisers quickly identify high-value opportunities and increase client satisfaction

- An easy-to-use solution that promotes adviser success with higher-quality, effective interactions

- Assurance that your confidential client data is protected through robust security features which support regulations on controlling, monitoring, and auditing access

CRM can be practical, flexible, integrated, and effective

Enterprise CRM for Wealth Management is a flexible, easy-to-use solution that can be readily adjusted to meet your organisation’s evolving needs and growth potential.

- Achieve a rapid time to market. We work with you to develop a solution that will deliver immediate benefits with minimal disruptions.

- Make better-informed decisions. Enterprise CRM for Wealth Management includes powerful analytic tools that help you spot your most profitable financial services customers, sell products, and pinpoint areas for operational savings.

- Integrate with confidence. Avanade has proven expertise implementing solutions that include integration to customer-specific transactional systems.

- Our unrivaled depth of Microsoft technology expertise and core competency in business processes and analytics ensure that this complex area of integration is pretested and reliable, reducing deployment time and risk.

Dynamics CRM for Wealth Management has not been reviewed by any customers.

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