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 interaction.
- Have a new advisor 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.