Microsoft Dynamics CRM Nachman Norwood & Parrott Success Story

Wealth Management Consultancy Firm’s Customer Engagement Model Prospers with Microsoft Dynamics CRM Online

Nachman Norwood & Parrott is a wealth management consultancy firm that provides investment planning and management services. As an independently owned company, the team is able to make objective decisions and recommendations that they believe are best for their clients. This unique approach helps ensure that clients benefit from the collective experience of the team.

With Hitachi Solutions, Nachman Norwood & Parrott is able to:

  • Utilize Dynamics CRM Notes feature to allow advisors to create and track updates on customer interactions
  • Have a new advisor to seamlessly pick up an existing client relationship and immediately know how to proceed
  • Meet a host of financial services compliance regulations, especially around communicating with clients


Nachman Norwood & Parrott Microsoft Dynamics CRM Success Story
Hitachi Solutions’ industry expertise was a great value to us because they could use the language that we were familiar with, and they understood the functionality of our CRM platform as it relates to our business.
Ben Norwood, Managing Director, Nachman Norwood & Parrott
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