Case Study: Caltius Capital Management achieves integrated CRM and improved investor relationships with Velosio

Caltius Capital Management: Implementing Technology to Keep Up with Growth

Caltius Capital Management, a U.S. financial services firm of roughly 50 employees that grew assets under management from $100M to $650M, faced operational strain as headcount doubled and teams became geographically dispersed. The company lacked integrated systems—front- and back-office apps weren’t connected, email tracking was impossible, and device and workflow fragmentation caused duplication and lost visibility. Velosio was engaged to address these integration and collaboration challenges, recommending Microsoft Dynamics 365 for Sales.

Velosio implemented Dynamics 365 for Sales with custom fields and workflows, used Scribe to cleanse and consolidate data, recommended ClickDimensions for marketing integration, and delivered on-site and web training. As a result, Caltius achieved measurable benefits—better management of nearly 10,000 contacts, improved deal‑flow monitoring, reduced administrative redundancy, and strengthened investor relationships through instant account access and systematic communication tracking. Velosio’s solution increased productivity and helped Caltius maximize the value of prospects, investors and referral sources.

Caltius Capital Management