Wealth management CRM

CRM for wealth management

Powered by Microsoft Dynamics 365™

Crowe CRM for Wealth Management

Turn relationships into revenue, by attracting and retaining more clients with a wealth management CRM solution

Improve your clients' experiences with Crowe CRM for Wealth Management

Wealth management clients expectations are only increasing. They want more personalization and deeper insights from their advisors. Improve advisor-client collaboration and boost advisor productivity with an industry-leading wealth management CRM solution that can streamline processes and help analyze your business and client needs.

Crowe CRM for Wealth Management overview

Wealth management CRM can help improve your clients' experiences, increase advisor productivity, and provide effective ways to analyze your business and client needs.

 

Crowe CRM for Wealth Management provides financial advisors 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.

Key benefits of Crowe CRM for Wealth Management

Personalize client relationships

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

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

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

Boost productivity

Apply workflows to automate, standardize, and guide advisors through defined business processes that can provide consistency and increase efficiency.
Minimize onboarding and training

Minimize onboarding and training 

We want you to hit the ground running. Because our solution is already integrated with software that’s familiar to advisors, new users will onboard faster, helping you keep training costs low.
Personalize client relationships

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

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

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

Boost productivity

Apply workflows to automate, standardize, and guide advisors through defined business processes that can provide consistency and increase efficiency.
Minimize onboarding and training

Minimize onboarding and training 

We want you to hit the ground running. Because our solution is already integrated with software that’s familiar to advisors, 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.
Find Crowe Wealth Management for Microsoft on AppSource

Crowe CRM for Wealth Management on AppSource

Stay competitive with Crowe CRM for Wealth Management

Turn relationships into revenue, by attracting and retaining more clients with a wealth management CRM solution. 

Crowe CRM blog

Get insights and practical tips to help you leverage your Microsoft Dynamics CRM investment.

Featured post: "3 ways Microsoft Dynamics 365 can improve the customer experience"

3 ways Microsoft Dynamics 365 can improve the customer experience