CRM for Financial Services

• 03-29-2007 11:10 AM

  stabor Joined on 03-29-2007 Posts 1	CRM for Financial Services Reply Contact I would like to see a forum specifically for Dynamics CRM for Financial Services.  This could be a place for best practices, networking and information sharing.  Additionally, experiences with partners and internal development successes and challenges could also be discussed.
  	Tags: Community Feedback, IT, CRM

• 04-05-2007 3:35 PM

  In reply to

  RobertM@upac.com Joined on 04-05-2007 Posts 1	Re: CRM for Financial Services Reply Contact Excellent idea!  Our CRM development was greatly enhanced by the info that I brought back from Convergence 2007.

• 03-10-2008 2:05 PM

  In reply to

  Tom Wengler Joined on 03-10-2008 Posts 1	Re: CRM for Financial Services Reply Contact We've just built and released a CRM for Independent Financial Advisors, RIA's and it's been tested pretty hard over the last 6 months.  We're also deep into an implementation for an investment banking firm. This is shaping up to be a very nice vertical market for us. I'm in if you all want to start a forum here. Tom Wengler SRC
  	Tags: crm financial services