BGM TruNorth

BGM TruNorth

BGM TruNorth Wealth Partners specialize in comprehensive strategies for financial planning, investment management and tax planning.

Challenge

BGM TruNorth Wealth Partners needed to upgrade to Microsoft Dynamics CRM 2013, migrate their data, and be able to fully customize their system to fit their business needs.

Solution

BGM TruNorth uses the custom XRM aspects of Dynamics CRM to track important financial data such as portfolios and tax information—all of which require many customized workflows.

Key Benefits

By upgrading to Dynamics CRM 2013, BGM TruNorth has utilized more updated features and enhanced customizability – with the intuitive user interface and business rules particularly helpful.

Our upgrade experience to 2013 with PowerObjects was amazing. Their team was specialized and understood the upgrade process—we did not get caught up in somebody’s learning curve.

- Peter Rekstad, CEO and CTO of BGM TruNorth