FINANCIAL SERVICES
Global Investment Management Authority
Global Investment Management Authority Makes Seamless, Low-Risk Migration to Microsoft Dynamics CRM—Lowering TCO while Adding Real-Time Reporting, Portfolio Modeling, and More
Success Story: Global Investment Management Authority 2018-01-22T21:41:24+00:00

About The Client

Founded in 1971, this leading global investment management firm has more than 2,400 professionals in 12 countries dedicated to helping millions of investors worldwide. The firm’s goal is to provide attractive returns while maintaining a strong culture of risk management and long-term discipline.

Challenge

Find a new CRM solution and partner to implement it without risk—from planning to go-live—and improve reporting, analysis, and portfolio modeling along the way.

This leading global investment management firm had been using Onyx to support many business processes and systems, including relationship management, portfolio generation, account setup/onboarding and management, client and account risk management, and reporting.

However, the system was out of compliance and no longer able to keep pace, resulting in a great deal of potential risk: being out of compliance and the possibility losing clients.

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