CRM for wealth management
Powered by Microsoft Dynamics 365™
Improve your clients' experiences with Crowe CRM for Wealth Management
Crowe CRM for Wealth Management provides financial advisers with a single, centralized view of client-related information and interactions
Click through a few screenshots to see client-related information from a simple, intuitive design.
Personalize client relationships
Client and household profiles
bring everything together into a single view to make your interactions relevant
and tailored to client needs and objectives.
Manage relationships with ease
Deep integration between Microsoft Dynamics™ 365 and Office 365™ connects business processes and personal productivity using familiar tools including Outlook™, Word™ and Excel™.
Increase profitability
You can track current and past client activities, analyze current household financial potential, and track referrals, all to predict customer needs.
Boost productivity
Apply workflows to automate, standardize, and guide advisers through defined business processes that can provide consistency and increase efficiency.
Minimize onboarding and training
We want you to hit the ground running. Because our solution is already integrated with software that’s familiar to advisers, new users will onboard faster, helping you keep training costs low.
Personalize client relationships
Client and household profiles
bring everything together into a single view to make your interactions relevant
and tailored to client needs and objectives.
Manage relationships with ease
Deep integration between Microsoft Dynamics™ 365 and Office 365™ connects business processes and personal productivity using familiar tools including Outlook™, Word™ and Excel™.
Increase profitability
You can track current and past client activities, analyze current household financial potential, and track referrals, all to predict customer needs.
Boost productivity
Apply workflows to automate, standardize, and guide advisers through defined business processes that can provide consistency and increase efficiency.
Minimize onboarding and training
We want you to hit the ground running. Because our solution is already integrated with software that’s familiar to advisers, new users will onboard faster, helping you keep training costs low.
Microsoft Dynamics, Office 365, Outlook, and Excel are trademarks or registered trademarks of Microsoft Corp. in the U.S. and/or other countries.
Stay competitive with Crowe CRM for Wealth Management
Turn relationships into revenue, by attracting and retaining more clients with a wealth management CRM solution.