If your financial services organization holds long-term investments such as stocks, bonds, mutual funds, companies, cash and/or real estate, we recommend Investment Asset Management (IA) from ICAN Software Solutions. Microsoft Dynamics GP paired with IA is the perfect solution for family offices, hedge funds, holding companies, emdowments, foundations, insurance companies, municipalities and retirement funds.
With few new clients available, financial services firms must up-sell/cross-sell to current customers or win market share from their rivals in order to grow their businesses. Since many firms are offering higher returns and lower fees to attract new business, financial services organizations must work diligently to drive down the cost of their internal processes while displaying a greater level of customer intimacy.
These challenges drive banks, insurance companies, and securities firms to change the way they manage client relationships. They must find ways to share a comprehensive view of each client with all parts of their organization. By using the right financial management solution, the client can be effectively supported and business processes between groups within the firm can be integrated, reducing paperwork and lowering costs.
Microsoft Dynamics CRM can help your financial institution by working the way your people do. Microsoft Dynamics CRM provides holistic client information by pulling it from disparate data sources and then delivering it to users through intuitive prospecting and customer relationship management (CRM) tools that are natural extensions of Microsoft Office system applications, such as Microsoft Office Outlook. By giving your customer-facing advisors and representatives access to the right information at the right time, Microsoft Dynamics CRM provides better customer insight, enables improved customer services, and helps your organization attract and retain clients more profitably than your competitors.
Benefits of SSYH’s solution for financial services organizations:
Microsoft Dynamics CRM can help your financial services company:
When you decide on a Microsoft Dynamics solution for the financial services industry, we will do whatever we can to make sure the purchasing process is uncomplicated and painless. We provide personalized, local service—from planning, to implementation, to ongoing support. We are dedicated to helping make sure you receive the business solution best suited for your precise needs. Contact us for more information or to schedule a business requirements analysis.
Crestwood Associates LLC.
(Formerly Stanley Stuart Yoffee & Hendrix, Inc.)
1060 Maitland Ctr Commons Blvd.
Maitland, FL 32751
6750 N. Andrews Ave.
Ft. Lauderdale, FL 33309