Wealth Management Investment Leader
Selects Microsoft Dynamics 365 as the cornerstone of operations – with no downtime and no loss of data
Success Story: Wealth Management Investment Leader 2018-01-22T21:45:41+00:00


Founded in 1979 with primary offices in the U.S and subsidiaries in Europe, this money management firm is one of the largest independent registered investment advisers in the world. The firm has tens of billions under management for more than 27,000 private clients and over 150 large institutions, including Fortune 500 corporations, governments, foundations, and endowments.


This firm chose Microsoft Dynamics 365 for Sales and Marketing to replace a legacy enterprise CRM platform supporting a complex business structure and tightly integrated with other mission-critical systems, including financials, document management, and marketing. Among many other issues, the old system was inhibiting growth. However, the firm did not want to eliminate over 100 other mission-critical systems—so the goal was to determine the least impactful way of maintaining the integrations and business continuity. The implementation was flawless and was accomplished over a weekend, with absolutely no downtime and no loss of data. The new system includes a centralized repository for information, scalability to expand into new markets, and a reporting environment leveraging Microsoft technologies while keeping the current data model in tact.

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