Raymond James Financial and Microsoft Dynamics CRM: Helping Advisors Engage and Nurture Clients

How do more than 6,000 Raymond James Financial Advisors around the world stay close to their nearly 4 million clients? Raymond James has focused on “you and your financial well-being” since it was established in 1964. Known as the "founder of financial planning," Robert James saw a need for a comprehensive approach to investing and decided to focus on helping individual clients by learning about their financial needs and goals. Raymond James IT executives implemented Microsoft Dynamics CRM to integrate front and back office tools and help financial advisors make client service faster, more personalized, and more strategic. “It really helps us build relationships… It helps us solidify all of our knowledge into one place. It makes our business quick, efficient, but also personalized. It really brings us closer to our clients,” says Raymond James Financial Advisor Matt Gerhardt.

Customer Size: Large Organization
Industry: Capital Markets/Securities
Country or Region: United States
  • Microsoft Dynamics CRM 2011
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