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Microsoft Dynamics CRM helps Raymond James invest in their customers

Supplier: Microsoft Dynamics
12 April, 2013

Raymond James deployed Microsoft Dynamics CRM to 1,800 Advisors, offering vital capabilities that encouraged adoption, including integration and seamless deployment.

Raymond James uses Microsoft Dynamics CRM to create a holistic picture of their client's financial planning needs. 

Their global deployment helps solidify customer knowledge into one place so from anywhere in the world, their financial advisors can access customer data very easily and quickly. This makes  their business more personalised, which brings them closer to their clients.

Microsoft Dynamics CRM helps Raymond James invest in their customers