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Keep up to date with Touchstone’s latest CRM projects, new Microsoft CRM product releases, cutting-edge industry applications and essential sector news.


Touchstone CRM delighted to announce sponsorship of the Wealth Briefing GDPR London Summit

Wednesday 13th December 2017

Touchstone CRM will be sponsoring the Wealth Briefing GDPR London Summit taking place on the 21 February 2018. The GDPR London Summit will host three panel discussions and a keynote speech by Garreth Cameron of the Information Commissioner’s Office. Panellists are set to discuss areas in wealth management that will be impacted by wide-reaching reforms to data... Read more »

Consultancy UK Article : Five strategic challenges facing UK consulting firms

Tuesday 17th October 2017

The consulting industry is a landscape in transition. Consultancies face a broad range of opportunities to guide clients through an unfamiliar new landscape. However, in order to exploit them, they must adapt. To stay competitive, consulting firms will have to rethink their strategies: from their business models to the services they deliver, how they charge... Read more »

Touchstone CRM customises and deploys Global CRM solution for award-winning trust, fund and corporate services provider First Names Group

Monday 4th April 2016

Microsoft Dynamics CRM delivers worldwide opportunity management capability out of the box in first phase of project. First Names Group, a leading independent provider of trust, corporate and fund administration services, has chosen Touchstone CRM to implement their global CRM programme. It begins with the successful launch of a sales tool to manage contact information... Read more »

Deutsche Beteiligungs Go-Live with Touchstone’s Private Equity CRM Accelerator

Monday 15th June 2015

In late 2014 TouchstoneCRM were chosen by Deutsche Beteiligungs AG to support their in-house technology team in delivering a Customer Relationship Management (CRM) solution. Since 1965, Deutsche Beteiligungs has sponsored over 300 mid-market companies within Germany and neighbouring countries with a clear investment focus on high-growth, profitability and overseas expansion. After experiencing challenges with their... Read more »

TouchstoneCRM are appointed by Lombard Risk to deliver Microsoft Dynamics CRM

Thursday 19th March 2015

Lombard Risk Management plc has selected TouchstoneCRM to design, customise and implement a CRM solution to help facilitate effective management of their products and services from multiple international offices. As one of the world’s recognised leaders in providing collateral management, regulatory reporting and compliance to financial organisations and large corporates around the world, Lombard Risk... Read more »

Touchstone connects New Student Services Hub at the University of Essex

Tuesday 16th December 2014

Touchstone CRM has delivered a Microsoft Dynamics CRM implementation, supporting a new generation of student services at the University of Essex. The University is bringing together four teams to create a new integrated Student Services Hub, where students can receive support and help throughout their university career. Staff will use Microsoft Dynamics CRM to record... Read more »

TouchstoneCRM named to 2014 Microsoft Dynamics President’s Club

Monday 14th July 2014

TouchstoneCRM are pleased to announce that they have been named to and awarded President’s Club for Microsoft Dynamics 2014. The Microsoft Dynamics President’s Club honours high-performing Microsoft Dynamics partners with commitments to customers that are reflected in their business success and growth. This respected assembly represents the top five percent of Microsoft Dynamics partners worldwide.... Read more »

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