Dynamics 365 Funds Management Product Demo

Artis Group’s CRM cloud solution is purpose built for the Funds Management Industry, providing customer and industry insights that enables Sales and Customer teams to:

  • Empower employees with customer data & insights

  • Manage the entire sales processes

  • Access reports and flows from multiple platforms

  • Strategically plan and forecast investments

  • Manage financial products, marketing campaigns and subscriptions

If any of these sounds familiar…

  • “We need to have more efficient processes…”

  • “We need to upgrade our IT & applications…”

  • “We are losing market share to competitors”

  • “We have to integrate systems”

  • “We need a CRM system to manage leads, opportunities, quotes, & customer accounts”

Sign-up for our free Dynamics 365 for Funds Management Product Demo. Experience the product live and guided by with an Artis Group Cloud Technology Strategist.

Register today > using the form on the right

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Sign-up using the form below.