Automated workflows in CRM are the core of an investment advisor’s service model. Throughout the years, workflows embedded in the Customer Effective: FinServ solution built on the Microsoft Dynamics CRM platform have helped many wealth management firms develop enduring and scalable practices. Whether it is streamlining and automating processes, such as onboarding new clients, opening new accounts, rebalancing allocations, executing ACAT transfers, scheduling and conducting portfolio review meetings...(read more)![]()
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