Broker-Dealers

Whether your organization is looking to boost operational efficiency to gain competitive advantage, increase customer loyalty wins, or both, AKA can help.  With capabilities in both ERP and CRM implementation, support, etc. build your customized solution alongside our experienced consulting team.

The ability to attract and retain profitable clients for brokerages is tougher than ever.  Effective employment of resources is critical.  Better personalization of client services across multiple channels is possible.  Take advantage of these solutions designed specifically for the financial services industry.

Learn more about:

CRM for Broker-Dealers

ERP for Broker-Dealers

 

Download the brochure - Dynamics Advantage for Financial Services

DynAdFinServ