A customer relationship management platform (CRM) for financial services provides a way for organizations working in the finance industry to manage financial services more effectively. Remember that most financial services are not limited to face-to-face interactions between customers and financial advisors. Today, people access financial services digitally, whether their insurance company, bank or investment advisor.

Investing in Microsoft Dynamics as your company’s CRM for financial advisors gives employees everything needed to provide high-quality customer service. They also have more tools and resources available to support organizational needs.

Like most businesses, the financial services industry relies on the client relationship to stay competitive. It’s a people-driven business, after all, and with those clients come reams of financial data that must be kept secure. A customer relationship management (CRM) platform is an important tool for financial advisors in banking, retirement, portfolio planning, or other areas, to manage data and client contacts. Here are 10 ways a CRM for financial advisors can change your business.

If you run a small business, new software may be the last thing on your mind. Perhaps you’re more worried about finding better employees or increasing cash flow. Maybe your A/R is too high or there’s a supply chain issue holding you back. We know that small business owners have all kinds of worries.

Salesforce vs. Dynamics: In a review of the top CRM tools, it’s usually these two behemoths that go head-to-head when enterprise organizations consider new sales and marketing software.

Healthcare is increasingly driven by value. Under the influence of our digital devices, healthcare consumers are increasingly aware that they have choices in services. Whether it’s seeking help at a minute clinic or urgent care, traveling to the ER, or seeing a family practice doctor, most consumers know there is a plethora of resources at their fingertips

Here’s the hard truth about even the best software; it cannot fix broken processes. This is especially true in the area of sales and customer service, where the best practices your team adopts can have a real impact on the corporate bottom line.

Companies that haven’t invested in business profitability and productivity tools like an ERP platform or a CRM will likely have no idea of the differences between these two powerhouse types of software. To start understanding ERP vs. CRM, we must first define the acronyms: 

Like a lot of Microsoft products, Dynamics CRM is pretty intuitive. That’s because Microsoft cornered the market years ago with their office products and has used that time to hone their offering. So all of the tools in the Dynamics 365 universe have a similar look and feel that is comfortable to the average user.

If your business is looking for a new CRM, it's likely that your choice has come down to two of the major contenders: Microsoft Dynamics CRM and Salesforce. Microsoft Dynamics CRM and Salesforce are both powerful, popular platforms that are heavily used throughout many industries. When comparing Microsoft Dynamics CRM vs Salesforce, it's important to first identify your needs as a business. Often, the decision the two will come down to the company's priorities and whether or not the platform has the features that they require for their day-to-day operations. In general, Microsoft Dynamics CRM is the more robust of the two platforms, while Salesforce may be considered a simpler, more entry-level solution.