Digital Transformation Workshops and 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 their entire sales process

  • Access reports and flows from multiple platforms

  • Strategically plan and forecast investments

  • Manage financial products, marketing campaigns and subscriptions

If any of these sound familiar…

  • “We need to have more efficient processes…”

  • “We need to upgrade our IT systems & 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 Digital Transformation Team Workshop and Dynamics 365 for Funds Management Product Demo. Experience the product with a live tour guided by an Artis Group Cloud Technology Strategist.

Register Now

Sign-up using the form below.