CRM Software Helps Asset Management Firm Comply With Regulation and Win New Business
With 800 clients, Warren Wicklund is an innovative asset management business based in Oslo, Norway. It was founded in 2002 and now specialises in hedge fund management. Like many financial institutions during the global economic crisis, Warren Wicklund - a leading asset management firm in Norway - is under pressure to meet new market regulations. To comply with MiFID regulations, the organisation deployed a solution from Columbus IT based on Microsoft Dynamics CRM. This technology ensures that financial advisors comply with complex guidelines while freeing them up to focus on customer service and new business.