Canada - National - D365/CRM

Looking for Canadian wealth managers using Dynamics CRM

  • 1.  Looking for Canadian wealth managers using Dynamics CRM

    Posted Aug 05, 2021 11:38 AM
    We are a Canadian asset manager looking to implement a CRM for our wealth management business. Are there any other Canadian wealth managers that have implemented Dynamics CRM? I would really appreciate any info and insights you can offer - we are really struggling to identify implementation partners in Canada in this space.

    Thank you in advance!

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    Courtney Sherwin
    CC&LFG
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