E-Commerce

Raymond James Financial to Provide CRM Solution, Distribute Best-Practices Workflow

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Executive Summary

Raymond James Financial employs over 3,000 financial advisors, 75 percent of whom are independent contractors. To attract and keep well-to-do clients, these advisors must apply sophisticated relationship building skills. Consequently, the use of CRM tools is ubiquitous at the firm. "As a company, we had over 2,000 discrete customer databases across heterogeneous platforms like ACT!, GoldMine, and Juncture CRM," says Shawn Tabor, Product Manager for CRM at Raymond James Financial. "Our advisors had no uniform way to document interactions with clients and we had no easy way to assist them with compliance issues or best practices processes." To meet its goals, the company chose to deploy Microsoft Dynamics? CRM. Microsoft Dynamics CRM provides the features, flexibility, and customer detail to optimize the effectiveness of financial advisors in deepening and capitalizing on their relationships with prospects and customers.

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