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Upcoming Webinar: How To Deliver High Performance Capital Markets CRM Customer Experiences

Post Author: Joe D365 | September 1st, 2017

As the Capital Markets industry continues to grow and as product companies continue to fight for “Top of Mind Awareness” via your channels, it is imperative to differentiate by providing personalized, proactive, and predictive customer experiences. On September 21, PowerObjects, an HCL Technologies Company, Forrester, and Discovery Data will host a webinar to teach you how to create customer loyalty in Capital Markets by leveraging CRM to deliver the right messages, to the right constituents, at the right time regardless of channel, business unit, customer, or employee!

Webinar Details:
September 21, 1-2pm CST
Register here!

Key Takeaways:

  • Learn how Microsoft Dynamics 365 will streamline the way in which you manage complex hierarchies, associations, teams, and relationships
  • Preview how an integrated Dynamics 365 and LinkedIn “Voice of the Customer” record will empower your touch points
  • Learn how Discovery Data can empower your CRM and LinkedIn data by providing accurate performance and data points for interacting with your firm, branch, and contact segmentation

Speakers:
Bob Herrmann, Discovery Data, CEO | Kate Leggett, Forrester, Analyst | Greg Moser, PowerObjects, FSI Practice Director

Joe CRM
By Joe D365
Joe D365 is a Microsoft Dynamics 365 superhero who runs on pure Dynamics adrenaline. As the face of PowerObjects, Joe D365’s mission is to reveal innovative ways to use Dynamics 365 and bring the application to more businesses and organizations around the world.

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