Guardian Capital Tracks a Wealth of Client Information with Microsoft
PUBLISHED BY: Salentica Systems, Inc.
Guardian Capital Advisors (GCA), is a wealth-management firm specializing in discretionary private client investment management. Tracking important customer information – both personal and business – helps GCA provide personalized service that makes each of its 300 clients feel special.
When the vendor halted support for GCA’s Customer Relationship Management (CRM) system, GCA decided to look for a more robust CRM tool that could integrate with existing systems and improve customer service. Working with Microsoft technology partner Salentica, GCA quickly identified Microsoft CRM software as the solution that would best meet its goals. Microsoft CRM easily interfaced with existing systems to allow the company to track more complete customer data.
When the vendor halted support for GCA’s Customer Relationship Management (CRM) system, GCA decided to look for a more robust CRM tool that could integrate with existing systems and improve customer service. Working with Microsoft technology partner Salentica, GCA quickly identified Microsoft CRM software as the solution that would best meet its goals. Microsoft CRM easily interfaced with existing systems to allow the company to track more complete customer data.
