Utilizing CRM as an Operational Platform: 6 Goals a Financial Services Firm Accomplished with Microsoft Dynamics CRM

To get exactly what you’re looking for, sometimes you have to think outside the box. If you’re willing to do it, the results can be pretty astounding. This applies to technology—especially for businesses with very specific needs.

Financial Services Firm Holding Business Meeting

Point solutions—for financial services, as an example—is good at addressing most of the industry requirements but often falls short when it comes to integration and general business management, while systems like ERP are generalized and require customization and help from other systems. Somewhere along the way, you’re going to have make a compromise. Or are you?

Download a copy of the success story.

This is where getting outside of the box comes in, and it works. Global leaders in financial services, including one large hedge fund that was looking for a single system to streamline processes and support their stellar reputation for client service, have found the solution in—of all places—CRM.

A Financial Services Firm in Search of a New CRM Solution

This firm needed a new CRM solution, but they fully expected that other solutions would accompany it, because CRM would only serve its traditional role of housing client information and serving as a vehicle for tracking client communications. However, when they were presented with a  Financial Services solution built on Microsoft Dynamics CRM, they came to the realization that this one single system could be used as a platform for their operations—not just a component of a multi-system solution.

6 Goals This Investor Services Firm Achieved by Using Microsoft Dynamics CRM as an Operational Platform

  1. Allow the firm’s investor services group to easily manage and access all relevant investor and contact information, including documents such as redemption request forms, additional commitment forms, and subscription agreements
  2. Enable a repeatable, low risk, end-to-end process for complex transaction processing—from client request to the settlement of a trade and cash
  3. Operationalize business controls and workflows with many levels of sign-offs, increasing efficiency while mitigating risk.
  4. Track financial transactions such as redemption, contribution, and capital transfer requests for audit purposes.
  5. Handle complex, high-volume reporting requirements, such as fee waivers and eligibility to participate in illiquid
  6. Fully integrate with the firm’s back-end production accounting solutions, enabling automatic transfer of investor transactions originated in CRM.

How They Utilized CRM as a Full-Service Operational Platform

To learn more about this one firm took CRM from sales and service to the rest of the organization as a powerful, efficient operational platform with AKA’s Financial Services solutions built on Microsoft Dynamics CRM, download a copy of their success story.

Related Content

7 Good Reasons a Financial Services Firm Replaced Salesforce.com with Microsoft Dynamics CRM

Global Investment Management Authority Makes Seamless, Low-Risk Migration to Microsoft Dynamics CRM

By | 2018-05-31T14:47:03+00:00 April 13th, 2016|Sales & Service (CRM)|Comments Off on Utilizing CRM as an Operational Platform: 6 Goals a Financial Services Firm Accomplished with Microsoft Dynamics CRM
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Contributor: AKA Enterprise Solutions

AKA is comprised of professionals with deep experience in business, technology, and their respective industries. Our team members regularly share their knowledge and expertise through blog articles. We hope you find them helpful, and we welcome your comments.