Funds Management For D365 Product Demo

Take control

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 a CRM system to manage leads, opportunities, quotes, & customer accounts"
  • “We need to upgrade our IT systems & applications…”
  • “We need to have more efficient processes...”
  • “We are losing market share to competitors”
  • “We have to integrate systems”

Sign-up below 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


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