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  • Video: CAPTRUST is taking full advantage of Dynamics 365

Video: CAPTRUST is Taking Full Advantage of Dynamics 365

How is one of the world’s leading wealth management firms managing growth and establishing a clear competitive advantage?

Hear the answer from Jon Meyer, CTO of CAPTRUST. This rapidly growing firm is taking advantage of Microsoft Dynamics 365 and the financial services expertise of HSO to help fuel and manage that growth.

A long-time user and proponent of the Microsoft stack, CAPTRUST wanted to upgrade its CRM solution to take advantage of today’s exciting technology, particularly benefits offered by Dynamics 365. Using it not only for “traditional” CRM activities such as lead and opportunity management, the firm also manages client assets and holdings with Dynamics.

In addition to bringing innovation into the environment faster (an advantage of evergreen software) and offering a secure, resilient cloud for data, Dynamics 365 has enabled CAPTRUST to capitalize on its competitive advantage—automating the process of producing quarterly reports, creating planned benchmarking reports, and importing critical data from record keepers.

Watch to learn more about how CAPTRUST is taking full advantage of Dynamics 365

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