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“Predictive” CRM: Compete with Robo-Advisors by Providing Value They Can’t

Morgan Stanley recently announced they are implementing a new “machine learning-based system” that will make their financial advisors (of the human variety) more efficient. So, what does this really mean? Well, it essentially means that Morgan Stanley appreciates the fact that robo-advisors are creating a diluted marketplace, and that having an actual “relationship” with a client is no longer enough to assure loyalty to a financial advisor. To be able to forge that loyal relationship, advisors must offer something more; something the robo-advisors can’t. They need a crystal ball.

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Expanding into New Markets: How 3 Financial Services Firms Did It with Microsoft Dynamics 365

Competing within the financial services arena typically includes new market expansion, whether that be through acquisition, organic growth, or tapping into global markets. Growth—no matter how it is achieved—is good, but it can also introduce some new challenges, both on internal and external levels. Solid, lasting growth takes strong leadership, the right people doing the right thing, and business intelligence.

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How to Tackle Complex Multi-Entity Processes with Pinpoint Accuracy and Lightning Speed

Many financial services firms have complicated, multi-entity models that can’t be managed efficiently with outdated systems. Acquisitions, mergers, and organic expansions further challenge processes, as does expanding into new countries. Financial Services firms can streamline multi-entity management quite easily, as discussed in our recent webcast, “Complex Multi-Entity Management: How 3 Firms Have Paved the Way for Change and Expansion”. Learn why AKA’s Multi-Entity Financial Advantage, built on Dynamics 365 for Operations, is the best tool for this challenging problem.

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How Wealth Management Solutions Built on Microsoft Dynamics 365 Empower Advisors to Improve the Client Experience

A common challenge for financial advisors is having access to complete, real-time information about their clients and potential opportunities. Without visibility into key data, it’s difficult to provide clients with timely, personalized support. AKA’s Financial Services Solutions were designed on the Microsoft Dynamics 365 platform to break down data silos and arm advisors with tools that make it easier to improve the client experience.

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5 Ways Financial Services Can Deliver Connected Experiences with Connected Technology

Financial services organizations are finding it more important than ever to deliver connected experiences—for both clients and employees—to compete with peers and robo advisors. Managing multiple clients, multiple entities, and multiple systems is becoming increasingly challenging and expensive. Below are five ways financial services firms can deliver a connected experience with connected technology, like Microsoft Dynamics 365.

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On-Premise or Cloud? 3 Key Reasons One Financial Services Firm Chose the Cloud

This is the question in front of many wealth management and asset management executives today, and appears to be a difficult question to answer. You have confidential data to manage for your clients, not to mention changing regulations and the constant pressure of providing a better client experience. Can the cloud offer a safe location for data and provide the flexibility needed to change as business needs change? Here’s how one global financial services firm approached this question and what they decided.

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