Dynamics CRM improves Compliance & Client Service at Australian Investment Firm
Boutique financial services firm, Alliance Investment and Retirement Services (Alliance Investments), relied on paper documents and manual systems for much of its compliance and customer service processes. Microsoft Gold Certified Partner Aaromba helped Alliance Investments build a tailor-made customer relationship management (CRM) system using Microsoft Dynamics CRM 4.0. This helped automate repetitive tasks and provided a comprehensive view of all the firm’s interactions with its clients. Staff spend less time searching through paper archives and compiling information for audits and compliance reporting. They have a wealth of information about each client, helping them provide up-to-date and targeted advice. As a result, Alliance Investments has taken on more clients without increasing headcount.
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