Our Clients

A Specialized CRM System to Maintain Close Relationships
with Clients for Constellation Wealth Advisors

Constellation

  • The Challenge

    Constellation Wealth Advisors recognizes that its clients need access to the best minds in the industry, and by creating a fully independent investment platform, they've been able to provide this without compromising their standards. A strong commitment to long-term relationships with its client families is Constellation's key to helping clients reach and maintain their life goals. To maintain this close relationship and personalized attention to detail for all of their clients and their clients' families, Constellation Wealth Advisors required a very robust CRM solution. The solution had to centralize all client information, provide a workflow engine to build the desired business rules, and include vigorous management reporting features.

  • The Solution

    After detailed evaluations, Constellation selected Microsoft Dynamics CRM and retained Netsoft USA to implement the solution for its entire staff. Constellation is now able to track every communication with its clients and automate business rules for maintaining a sharp focus on client events, all while streamlining marketing activities that were manual and time-consuming.

  • The Bottom Line

    Improved communication with clients, increased employee productivity, and lower Total Cost of Ownership.



Case Studies