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Deutsche Beteiligungs Go-Live with Touchstone’s Private Equity CRM Accelerator
Monday, 15th June 2015
TouchstoneCRM are appointed by Lombard Risk to deliver Microsoft Dynamics CRM
Thursday, 19th March 2015
Touchstone connects New Student Services Hub at the University of Essex
Tuesday, 16th December 2014
Manage client relationships more effectively with Touchstone’s CRM Wealth Management software based on the Microsoft Dynamics 365 platform. Optimise relationship management, service, mobile, digital services, communications and compliance for intelligent client engagement.
Deploying Microsoft Dynamics CRM can help you acquire prospective clients, introduce lead and influencer programmes and support and manage clients on the move. You can design and implement a data strategy and access advanced highly customisable analytics that will give you insights to manage clients even better.
Microsoft Dynamics CRM’s social and communication capabilities can help you ensure you are equipped to handle the demands of a new generation of High Net Worth Individuals (HNWIs).
…start supporting the change from ‘Generation X TO Y’ – HNWIs who demand more.
Are you a Wealth Management firm looking to kick start a CRM initiative? Get in Touch with one of our team today….you may qualify for our free 1/2 day consultancy offer.