Case Study: Blackstone Wealth Management cuts CRM costs by £5,000 a year and improves adviser access with Microsoft Dynamics 365

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

Blackstone Wealth Management, a small independent advisory firm in the UK, needed a more reliable, cost-effective CRM as its client base grew. Its legacy Sage ACT! system required slow VPN access, a hosted data-centre costing about £500/month, and licence upgrades that would have exceeded £7,000/year, so the IT manager sought a cloud solution that was easy to customise and accessible from any device.

The firm deployed Microsoft Dynamics CRM Online using out‑of‑the‑box migration templates and custom workflows (including automated web‑registration tasks and Outlook integration), enabling advisers to work from any device. The move cut annual CRM costs from about £7,000 to £2,000 (saving ~£5,000), improved client communications and adviser productivity, and freed IT time by relying on Microsoft’s 99.9% SLA and a scalable platform.

Blackstone Wealth Management

Mark Mace

IT Manager