CASE STUDY SALENTICA ® CRM ADVISOR EDITION Client Edelman Financial Services 25 years of Advisory Ser- vices to American families Situation Rapid Growth and innova- tion required additional functionality, limited num- ber of fields and workflows, we required a new solution Benefit Robust CRM solution with full customization, powered by Microsoft Dynamics CRM, built for the wealth management industry Highlights ? 360° view

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