CRM for Financial Services in 30 minutes or less

Yesterday morning's webinar was a success. Aimed at Financial Advisers, SYNCRM showcased their Financial Planning Solution (FPS) while JayThom offered to deploy FPS for Financial Services organisations either On-premise or via Software-as-a-Service. A recording of the webinar will be available next week.

Meanwhile, we'll be holding another webinar showcasing JayThom's latest add-ons for Microsoft Dynamics CRM as well as Microsoft's Accelerators. Accelerators for Microsoft Dynamics CRM includes the following: Analytics, Event Management, E-Service Portal, Enterprise Search, Extended Sales Forecasting, CRM Notifications, Business Productivity, Sales Methodologies and more. We'll let you know the webinar date and time shortly.

Till then...