Complexity Simplifying Singular created an advantage for a large financial consulting firm which required a business driven solution to effectively on-board new clients faster, while being compliant with the existing risk, independence, legal and conflict check processes. The Singular Approach: Singular is a Microsoft Dynamics CRM Certified Gold partner and by making use of Microsoft Dynamics CRM® Singular were able to: Consolidate a working list of all clients and contacts and migrated this data into a Microsoft Dynamics CRM® solution which reduced the manual controls involved when utilising spreadsheets Create an end-to-end client and contact management solution that manages client on-boarding, conflict checks, business relationship checks and client continu

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