CRM for Financial Services

This season you can be thankful that there is finally a CRM solution designed specifically for Financial Services.

Atrio Systems is presenting a number of Out-of-the-Box solutions for Banking, Wealth Management, Investment Banking, Capital Markets - all based on Microsoft Dynamics CRM. Microsoft Dynamics CRM has been extended to provide a complete suite of industry-specific functionality including:

- Account & Portfolio Management
- Agreement Management
- Alerts: Scheduled and Real-time
- Call List Management & Call Planning
- Case and Deal Management
- Household Management
- Relationship Management
- Rules-based Forms & Views

Atrio’s award-winning team has developed a Financial Services solution set for Microsoft Dynamics CRM, adding unique capabilities and reducing implementation time.

Attend this Free Seminar and learn about:

- Seven ways to improve your sales culture
- Five ways to improve customer service
- Improving regulatory compliance
- Using existing Microsoft skills: Office, Exchange, SharePoint, SQL Server

Who will profit from this seminar?

- Presidents/CEO's
- VP of Sales
- IT Directors
- Sales Managers
- Marketing Managers
- Customer Service Managers
- Anyone assessing if CRM is right for their company

Date
Thursday, November 15, 2007

Time
8:30am to 11:30am EST
(Beverages and Light Breakfast Served - Complimentary)

Investment
Free

Location
Microsoft Southfield Offices
1000 Town Center, Suite 1930
Southfield, MI 48075

Registration
Register for this course by calling (248) 874-1758 ext 16; or at http://www.clicktoattend.com/?id=121021

BACK