Financial Services Success Story: Global Investment Management Authority

Made a seamless, low-risk migration to Dynamics 365 Sales—lowering TCO while adding real-time reporting, portfolio modeling, and more

Person holding a document with graphs

Company Overview

Founded in 1971, this leading global investment management firm has more than 2,500 professionals in 12 countries dedicated to helping millions of investors worldwide. The firm’s goal is to provide attractive returns while maintaining a strong culture of risk management and long-term discipline.


The firm has maintained a stellar reputation in the bond market for 45 years. However, their on-premise CRM system, which was highly customized and outdated, was holding them back from capitalizing on new and expanding markets. The biggest opportunity centered around the growing population of retirees living longer and shifting investment strategies from equities to fixed income.

The firm was having difficulty making decisions around its global sales and investment strategy. Data was incomplete and inaccurate, reporting was poor, integrations with other tools weren’t working, and managers had no visibility, so the sales team was wasting time following the wrong opportunities. In addition, system performance had deteriorated due to over-customization, so employees were no longer using it. Not only was the firm ill-equipped to capitalize on this new opportunity; other areas of the business were suffering:

  • The firm operates in locations around the globe that are very highly regulated, some much more than the US. The current system was not equipped to accommodate the varying regulatory and compliance requirements to which the firm was required to meet.
  • In this industry, recruiting is critical but challenging. A firm must stay on the cutting edge of technology and processes to attract and retain aggressive, competitive professionals.
  • With more than a thousand account managers selling the firm’s products around the world, it was vital to have the ability to work remotely.
  • The IT team was overwhelmed with problems and demand created by poor performance and other issues. The firm needed to outsource its IT infrastructure.


The firm recognized the need to move to a new solution in the cloud—but also saw a chance to re-evaluate business processes and engage in true business transformation. Very large, global organizations like this one struggle with business transformation because of huge, established infrastructures, large numbers of employees and customers, and ingrained processes. But the firm knew the time was right—starting where transformation could make the biggest impact: Sales.

This required a thorough evaluation of the situation. Should the firm stay on Dynamics, migrate to the cloud, or replace Dynamics with Salesforce? When the team recognized what the power of the Microsoft platform could bring to the business in terms of performance, scalability, user adoption (using tools that were already familiar, like Microsoft 365), and total cost of ownership, they selected Dynamics 365 over Salesforce.

When it came to deciding on a partner, it was an open-and-shut case: the firm had worked with HSO to implement Dynamics CRM several years ago and was extremely pleased with the experience and outcome. Partnering with KPMG (operating as the firm’s change management consultant), HSO implemented Dynamics 365 Sales on Azure, including a native mobile client on iPhones and iPads and integrations with Microsoft 365, a third-party data warehouse hosted in-house, and other key applications.


The firm is now operating successfully with the Microsoft platform and is thrilled with the results:

  • The global sales team has been unified, using consistent, efficient processes and integrated systems:
    • Instead of multiple phone calls attempting to communicate or attain vital stats, everything is available through a clean user interface and efficient reporting, empowering managers to make effective decisions for the entire sales operation, from New York to Singapore.
    • Sales people are armed with the data they need understand relationships and pursue the right opportunities, including the growing baby boomer market. That means more focused selling—which yields higher profits and better margins.
  • With Azure as the foundation, performance is excellent and data is in sync, regardless of location:
    • Customizations and configurations conform to standards, so upgrades are seamless and keep the firm up to date with the latest Microsoft developments.
    • An additional advantage: With Microsoft as its Cloud provider, the firm has full, expert support across the globe.
  • With a Cloud solution, the internal IT staff no longer carries the burden of performance, upgrades, and compliance responsibilities. In particular, it would be nearly impossible for a solution hosted out of the New York office to be effectively used on the other side of the world. With Microsoft’s global data center infrastructure and data replication the Cloud, the firm has a true, global solution that can be used by everyone.

learn more

See how HSO can help your firm

Contact us

If you are struggling with where to start your next-generation ERP journey, we’re here to help.

By using this form you agree to the storage and processing of the data you provide, as indicated in our privacy policy. You can unsubscribe from sent messages at any time. Please review our privacy policy for more information on how to unsubscribe, our privacy practices and how we are committed to protecting and respecting your privacy.