Crowe CRM for Wealth Management

Attract, retain, and grow trusted advisor-client relationships

Get a single, centralized view on an easy-to-use, powerful platform.

Client expectations are only increasing

Wealth management clients want more personalization and deeper insights from their advisors. Improve advisor-client collaboration and boost advisor productivity with an industry-leading cloud-based solution that can streamline processes and help analyze your business and client needs.

Crowe CRM for Wealth Management solution overview

 

A single, centralized view

Click through a few screenshots to see client-related information from a simple, intuitive design.

Key benefits

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

Turn relationships into revenue

Find out how Crowe CRM for Wealth Management can help you stay competitive.

3 ways Microsoft Dynamics 365 can improve the customer experience

Customers have so many choices and can defect with the click of a mouse. It’s critical to provide the level of service they expect. Even a small increase in customer retention can increase an organization’s profitability.

Read blog post

3 ways Microsoft Dynamics 365 can improve the customer experience