Customer Effective’s Microsoft Dynamics CRM Expertise Delivers Business Expansion Opportunities for CAPTRUST

▤ Summary

Press Releases Customer Effective Inc. Press Release Receive press releases from Customer Effective Inc.: By Email PDF Version RSS Feeds: Customer Effective’s Microsoft Dynamics CRM Expertise Delivers Business Expansion Opportunities for CAPTRUST More Than 20 Business Applications Built Leveraging xRM Platform.As part of the project with Customer Effective, CAPTRUST created an online fiduciary management tool for retirement plan sponsors – the first of its kind in the industry.These business applications give CAPTRUST more efficient processes, help recruit financial advisors, and provide differentiated services to clients.The xRM platform was especially attractive because of its technical flexibility allowing CAPTRUST to maintain tight control over sensitive business data.As part of the project with Customer Effective, CAPTRUST created an online fiduciary management tool for retirement plan sponsors – the first of its kind in the industry.The company was also able to build a portal for financial advisors twice as fast than with any other development strategy.“We sought out a technology solution that would make our processes more efficient and consistent across all client touch points and let us make rapid changes,” says Garrett Klas, Application Development Manager at CAPTRUST.

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