Case Study: How a Global Investment Management Company Replaced Onyx with Microsoft CRM
Thinking about replacing your CRM system? Wondering if the benefits outweigh the risks?
Company: Global investment management firm with 2,400+ professionals in 12 countries dedicated to helping millions of clients worldwide.
Challenge: Their highly customized Onyx system was:
- Not in compliance with regulatory standards
- Prohibitively expensive to upgrade and maintain
- Unable to support much needed process improvements
Solution: Microsoft Dynamics CRM and AKA Enterprise Solutions
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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.