Customer Support Services White Papers
Investment Firm Tracks a Wealth of Client Information
Overview Building strong client relationships involves more than just making money. No one knows that better than Guardian Capital Advisors (GCA), a wealth-management firm specializing in discretionary private client investment management. Tracking important customer information - both personal and business - helps GCA provide personalized service that makes each of its 300 clients feel valued. When the vendor halted support for GCA's existing Customer Relationship Management (CRM) system, GCA decided to look for a more robust CRM tool that could integrate with existing systems and improve customer service. Working with Microsoft technology partner, Salentica, GCA quickly identified Microsoft CRM (now part of Microsoft Dynamics) software as the solution that would best meet its goals.
| Publisher | Microsoft | File Format | WORD |
|---|---|---|---|
| Date Published | January 2007 | ||
| Format | Case Studies | ||
| Topics | |||
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