Case Study: NZ Funds achieves a more connected, client-centric future with Fusion5 and Microsoft Dynamics CRM

Focusing on the future with Microsoft Dynamics CRM

NZ Funds, a New Zealand wealth management firm, needed to replace an aging in-house financial advisor system that had become an operational risk. The legacy platform was hard to scale, difficult to integrate, and limited NZ Funds’ ability to deliver a complete view of clients and more personalized communications. NZ Funds selected Fusion5 and Microsoft Dynamics CRM to support its future digital strategy.

Fusion5 implemented Microsoft Dynamics CRM, integrating it with Outlook and extending it to the web with self-service portals for advisors and clients. The new platform gave NZ Funds 24/7 mobile access, a single source of truth for customer data, and better support for client-centric marketing, SMS, and online account visibility. The project was delivered on time and on budget, with commercial benefits already realized through the new hosting and cost model.

NZ Funds

Philip Doak

Director And Chief Operating Officer