Case Study: Dynasty Financial Partners boosts CRM adoption with LinkPoint360's LinkPoint Connect

Dynasty Financial Partners - Customer Case Study

Dynasty Financial Partners, a New York-based firm supporting independent registered investment advisors, needed a better way to connect advisors’ email activity with its customized Salesforce CRM. The company wanted an email integration that could help with email logging, follow-up creation, calendar and contact sync, and visibility into CRM data directly from Outlook, while also fitting its specialized CRM structure and centralized account setup. LinkPoint360’s LinkPoint Connect: Desktop Edition was selected to address these needs.

With LinkPoint360’s LinkPoint Connect, Dynasty streamlined CRM updates for advisors through one-click email logging, in-panel task creation, and contact syncing, while also simplifying onboarding and supporting its subaccount billing and licensing model. The rollout reached over 100 end users across more than 10 accounts, improving data consistency, CRM adoption, and visibility into client activities. Dynasty reported that the solution was easy to learn, lightweight, and backed by strong support, helping advisors work more efficiently without leaving Outlook.

Dynasty Financial Partners

Ryan O’Connell

Assistant Vice President, Product Specialist CRM