Case Study: Blackstone Wealth Management cuts CRM costs with Microsoft Dynamics CRM Online

Wealth management business cuts CRM costs by £5,000 a year with online solution

Blackstone Wealth Management, a small financial advisory firm in the UK, faced high costs and poor accessibility with its outdated CRM system. To find a more cost-effective and flexible solution, it turned to Microsoft and implemented Microsoft Dynamics 365 for Customer Service.

Microsoft provided a cloud-based solution that was deployed and customized in-house, automating workflows and integrating with existing applications. This resulted in annual CRM costs being cut by £5,000, from £7,000 to £2,000. The implementation also enhanced client communications and boosted adviser productivity by streamlining processes.

Blackstone Wealth Management

Mark Mace

IT Manager