Case Study: HBL Asset Management achieves smarter automation and better customer intelligence with Microsoft Dynamics 365

Advanced CRM proves smart investment in automation for leading Pakistani wealth management company

HBL Asset Management, a leading Pakistani wealth manager serving high‑value corporate and retail clients with a 150‑strong team and access to a large nationwide bank network, faced growing pains from its spreadsheet‑based sales reporting. The company needed better sales performance tracking and smarter customer segmentation to understand client needs and lifetime value as business demands scaled.

Working with Microsoft Consulting Services, HBL implemented Dynamics 365 for Sales to centralize CRM, automate processes and run campaigns at scale. The change delivered immediate improvements in data analytics and reporting, raised customer service through integrated communications and automation, and increased employee productivity and information flow across the organization.

HBL Asset Management

Faisal Islam

Head of Information Technology