Case Study: Foresters Financial improves member service and unifies customer data with Newpath Web and Microsoft Dynamics 365

Foresters Financial launches digital transformation in 20 days with Newpath Web

Foresters Financial, a fund management company established in 1849, partnered with Newpath Web to begin a digital transformation. Their challenge involved many manual, spreadsheet-driven processes for customer service and sales, which hindered their goal of becoming a more member-centric organization and delivering a unified customer experience.

Newpath Web implemented Microsoft Dynamics 365 for Sales, Customer Service, and Marketing, creating a single-customer view by integrating data from the company's funds management system. This solution replaced spreadsheets with automated workflows, task management, and marketing automation. The result was a significant increase in operational efficiency, allowing member services and sales teams to focus on important communications and better service member enquiries.

Foresters Financial