FINANCIAL SERVICES
Research Affiliates
Replaces Salesforce.com with Dynamics 365 to build stronger connections with clients and clear a path for growth
Success Story: Research Affiliates 2018-01-22T21:50:30+00:00

About

Research Affiliates is a global leader in innovative indexing and asset allocation strategies. Built on a strong research base and led by industry experts, this dynamic firm delivers solutions in partnership with some of the world’s foremost financial institutions that offer mutual funds, ETFs, separately managed and commingled accounts.

Solution

Research Affiliates’ competitive edge lies in the way they do business—from their entrepreneurial culture that continually strives for new ways to help their clients succeed, to their ability to blend deep academic research and real world experience in advising them. Their Salesforce CRM did not allow them to understand the client to the deepest level. They chose Microsoft Dynamics 365 to improve usability, visibility, reporting, and security while lowering TCO through an extensible platform that could be supported internally.

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