- On Way to Omni-Channel, Retailers Try Beacons and More
- Chief Data Officer Role Continues to Evolve
- What Is Sales Enablement Software and Do You Need It?
- 5 Ways to Use Virtual Reality in the Enterprise
- 8 Open Source BPM Software Options
- How HTAP Database Technology Can Help You
- 9 Apps Empowering Finance
The Pareto Platform is powered by Microsoft Dynamics CRM.
Pareto Platform has announced its CRM solution, designed exclusively for financial advisors. As reported on Investment Executive, the Pareto Platform Powered by Microsoft Dynamics CRM is a customized client relationship manager integrated with a complete suite of compliant practice management and business development tools and templates.
"Pareto says the CRM solution has a process that enables an advisor to build and strengthen client trust and chemistry by capturing and chronicling client information as their relationships unfold. By having a clear understanding of their family, occupation, recreational interests and their money, as well as having a simple and easy place to document and access all this information, advisors can make themselves indispensible to their clients.
"'A financial advisor needs to be accountable to their clients goals and objectives -- not just their rates of return, and have a complete history of every activity that the advisor and his or her staff have ever engaged in with the client,' adds David Miller, co-founder and co-CEO of Pareto Platform."
Read the Full Story at Investment Executive
This article was originally published on June 3, 2010