Client Testimonial: CAPTRUST
How CAPTRUST is fueling tremendous growth with an upgrade from Microsoft Dynamics CRM 2011 on-premises to Microsoft Dynamics 365 in the cloud
Hear from CTO, Jon Meyer, why CAPTRUST chose Microsoft Dynamics 365 and AKA Enterprise Solutions’ expertise in financial services to help fuel their tremendous growth.
About the client:
CAPTRUST is an employee-owned, independent investment research and fee-based advisory firm headquartered in Raleigh, North Carolina, with offices located across the U.S. They specialize in providing investment advisory services to retirement plan fiduciaries, foundations, and endowments, and comprehensive wealth planning services to executives and high-net-worth individuals.