New CRM for Financial Services Professionals
| Contact: Shannon Hull
Pareto Platform Phone: 800-215-3294 Email: shull@paretoplatform.com |
For Immediate Release |
Kelowna, British Columbia (June 1, 2010) - Pareto Platform today introduced the Pareto Platform powered by Microsoft Dynamics CRM, a SaaS (Software as a Service) based CRM solution designed exclusively for financial advisors.
“In today’s environment, organizations need to be equipped with the right technologies to help them succeed,” said Brad Wilson, general manager, Microsoft Dynamics CRM. “This new solution shows that Pareto Platform is taking a step in the right direction to keep businesses in the financial services market sharp and competitive.”
The Pareto Platform Powered by Microsoft Dynamics CRM is a customized client relationship manager integrated with a complete suite of compliant practice management and business development tools and templates. It also includes a turnkey virtual coaching process with instant access to practice management and business development coaching modules consisting of video or audio tutorials, additional reading material and actionable steps and tools to implement each module/concept that relate directly to running a better practice.
“I truly believe this solution will take the industry by storm. The strength of the Microsoft chassis along with the insights we have made over the years in terms of what functionality an advisor actually needs within a CRM will ensure this is a best of breed solution,” said Duncan MacPherson, co-founder and co-CEO of Pareto Platform.
The Pareto Platform has a process that enables an advisor to build and strengthen client trust and chemistry by capturing and chronicling F.O.R.M. information as their relationships unfold. By having a clear understanding of their Family, Occupation, Recreational Interests and of course their Money as well as having a simple and easy place to document and access all this information, advisors can make themselves indispensible to their clients.
“A financial advisor needs to be accountable to their client’s goals and objectives—not just their rates of return, and have a complete history of every activity that the advisor and his or her staff have ever engaged in with the client,” said David Miller, co-founder and co-CEO of Pareto Platform. “This will not only keep compliance happy but it allows the advisor the ultimate in communication consistency as client relationships evolve. And of course having The Pareto Platform built on the Microsoft Dynamics CRM chassis ensures integration with Outlook, Word and Excel, and easily synchronizes with Windows phones, Blackberry or other mobile device.”
Pareto will also offer enterprise solutions and an on-premise model for wealth management firms that want to make this system available to their advisors to enhance productivity.
Pareto Platform has over 15 years experience consulting with and assisting financial advisors on how to get the most out of a CRM and has customized the Microsoft Dynamics CRM to suit the unique needs of a financial professional.
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If you’d like more information about this topic, or to schedule an interview with Duncan MacPherson or David Miller, please contact Shannon Hull at 800-215-3294 or shull@paretoplatform.com .
To listen to a recorded conference call about this topic, please click here.
