Financial Services
Worldwide investment, asset, and wealth management firm
Gains critical visibility and access to strategies to provide clients with white glove service using Dynamics 365 for Customer Engagement, Azure, and Power BI
Success Story: Investment, Asset, & Wealth Management Firm 2019-07-17T20:03:41+00:00

About

Since 1986, this investment, asset, and wealth management firm with offices worldwide manages $74 billion in assets under management. The firm provides a range of differentiated fixed income, equity, and alternative solutions to both institutional and retail clients. 

Solution

Because of an outdated system, the firm had no overall visibility into client, consultant, or influencer relationships no comprehensive access to strategies and services for clients, and no insight into institutional LOBs, and a lack of adequate reporting. With Dynamics 365 for Customer Engagement (CRM), the Microsoft Cloud (Azure), and Power BI, the firm gained a 360˚ view of relationships and interactions across the entire team (clients, consultants, and intermediaries), improved insight into how operations support investment/strategy teams, and improved reporting on strategies and investment vehicles, providing clients with superior service and performance.

About AKA Enterprise Solutions

For more than 25 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.

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