Case Study: Investment Management Firm Uses Microsoft Dynamics CRM as Enterprise-wide Operational Platform
What software do the most successful investment management firms use…and why? How are they benefiting from their solution?
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Company: A privately owned, independent money management firm with tens of billions under management for 27,000+ private clients and 150+ large institutions.
Challenge: Replace a legacy CRM system serving as the foundation of business operations —with no risk and no impact to the firm or its clients whatsoever.
- Replace system supporting 2,000 users
- Integrate with 50+ mission-critical applications
- Convert 1 Terabyte of data without loss
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About AKA Enterprise Solutions
For more than 30 years, AKA Enterprise Solutions has been dedicated to making it easier organizations to do business and innovate their way to greatness by using technology to simplify processes and reduce risks. Specializing in Microsoft Dynamics 365, Cloud Services Business Process Consulting, and Custom Application Development, we combine industry and technical experience, proven methodologies, and world-class consulting to help firms achieve their goals. The company is headquartered in New York, NY, with offices located throughout the U.S.