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Blogs from the team

Our team of experts shares their latest thoughts, passions and experiences related to the ever-changing world of CRM, Marketing Automation, Digital Marketing, Customer Engagement technology, Microsoft Dynamics and beyond!




The Future of Financial Services – What will it take to live long and prosper?

In Part One of this two-part series, guest blogger Dennis Herhalakis talks about the future of financial services and the key factors impacting technology and...

Dennis Harhalakis
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11th January 2018

From Static to Active – Data Challenges in Financial Services

Data challenges in FS cannot be ignored since it is data that is the key to unlocking a modern client experience I can’t remember the last time...

Dennis Harhalakis
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13th December 2017

Five business hacks for a Dynamics CRM deployment

Let’s cut to the chase. What’s working well for companies deploying or upgrading Dynamics CRM today? Our man on the inside Mike Creffield shares his...

Blog
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24th November 2017

Intelligently Engaged Consulting Clients Will Draw You New Prospects

Long live referral relationships Your business development and marketing functions are there to win new clients, but new clients don’t just come out of the...

Julien Davies
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22nd November 2017

The Demand for Change in Private Equity

Historically, Private Equity firms have favoured a personal and more manual approach to storing, sharing and evaluating investor, financial, target and market data. As a...

Blog
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13th November 2017

Outdated Dynamics CRM tech is costing you more than you think

  The market doesn’t stand still, so your CRM system has to keep up What happens when employees lose patience with the systems they work with every...

Mike Creffield
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3rd November 2017

Who’s in the high growth consulting club?

  I have been digesting the results of some great research carried out by professional services marketing consultancy Hinge. It provides convincing evidence that digital...

Julien Davies
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27th October 2017

UX (User Experience) is just the start. EX marks the spot – Guest blog

We know UX; but valuable wealth management engagements are driven by Emotional Experiences (EX) Technology drove the first customer experience revolution when advances in computer...

Dennis Harhalakis
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8th September 2017

Digital Transformation for ambitious & growing consulting businesses

  According to the consulting.uk industry website, market growth for Management Consultancies is set to continue healthy through 2017/18, with ongoing and increasing demand for...

Julien Davies
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5th September 2017

Not all CRM trials are created equal – 9 crucial questions

Proof of concept. Trial. Test drive. Prototype. Pilot. There are many different terms used for a way to evaluate a CRM software solution before taking...

Blog
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21st August 2017

5 warning signs of a failing Microsoft Dynamics implementation

Is your company’s Microsoft Dynamics CRM in good health or ready for improvement? If you’ve had CRM in place a while without changes, chances are...

Mike Creffield
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4th July 2017

GDPR for Wealth Management – will it cramp your style or boost your growth?

Getting GDPR compliance right for Wealth Management Firms So you’re up to speed with GDPR, what it means for your Wealth Management firm and what...

Blog
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30th June 2017

Planning for GDPR in Wealth Management: how ready are you?

The clock is ticking towards the GDPR deadline a year away. There’s now a real sense of urgency amongst affected organisations: you need to make...

Blog
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13th June 2017

What GDPR means for Wealth Management firms

It’s time to take action on GDPR (General Data Protection Regulation). May 25th 2018 is a date you really need to know. It’s only a...

Blog
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24th May 2017

CRM for Consulting firms: Where’s your data letting you down?

  5 challenges to building a data-driven strategy for Consulting firms Effective opportunity management is key in your consulting business – just as it is...

Julien Davies
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17th May 2017

The HNWI Challenge for Offshore Wealth Managers

Excellent client advisory management and client business development means a very different thing when it comes to the new generation of HNWIs. It may seem...

Ben Revill
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25th April 2017

The big ROI question: counting the cost of a Private Equity CRM solution

How long will it take to get a return on investment when you buy a digital relationship management solution? When we talk to Private Equity...

Blog
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15th March 2017

What does customer-centric really mean?

Are you meeting your customers expectations? It’s a phrase that’s been round the block a few times, been born, died and resurrected and still no-one...

Natalie Edwards
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4th March 2017

Customer Centricity & CRM

When you just want to grab a sandwich, Michelin-starred service isn’t good enough In lots of life situations, the most desired level of service is...

Natalie Edwards
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10th February 2017

Does Brexit get you off the hook with GDPR?

Are you thinking ahead about General Data Protection Regulation (GDPR) compliance? Or have you heaved a sigh of relief, on hearing that it’s a piece...

Natalie Edwards
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1st February 2017
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