Banking

Alexander Forbes: Investment Firm Cuts Support Costs by 30 Per Cent, Boosts Customer Time With CRM Tool

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Executive Summary

Alexander Forbes Retail offers comprehensive financial and wealth advice and solutions to individuals. It is a division of Alexander Forbes, a leading global provider of financial, risk, insurance, and multi-manager investment solutions, based in South Africa, Namibia, and the United Kingdom. Financial adviser Alexander Forbes Retail needed to replace its Customer Relationship Management (CRM) system to meet new challenges. The firm deployed Microsoft Dynamics CRM to help ensure business continuity, migrating more than 10 years of client contact information over a weekend. In two years, 30 advisers have been hired to increase revenue, while the system runs more efficiently and needs fewer support staff.

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