Customer Effective, a Microsoft Gold Certified Partner and implementer of Microsoft Dynamics CRM, announced the release of Capital Effective, a front-office relationship management software suite based on the Microsoft Dynamics CRM platform and designed exclusively for the financial services market.
Capital Effective serves organizations in commercial banking, private equity, investment banking, hedge funds and wealth management - and is already in use by financial institutions including the Federal Reserve Bank of Dallas, AgFirst Farm Credit Bank, Epsilon Investment Management, Baron Capital Management Company and Valmark Securities.
Capital Effective is designed to work with Microsoft Office Outlook, delivering lower training costs, broader user adoption, less application switching, higher productivity, and rapid return on investment. Financial services employees benefit from direct access to customer information through Office Outlook, which permits them to receive critical information in the office or from remote locations.
"More than ever before, financial services firms are faced with the need to acquire, retain and extend their relationships with customers. This requires the right software and tools to empower employees from within firms to take a 360-degree view of their clients," said Rich Feldmann, managing director, U.S. Financial Services Group, Microsoft Corp. "Customer Effective, building upon the Microsoft Dynamics CRM platform, has created a solution that caters to these distinct industry needs, and we're pleased to work with the company to serve our mutual customers."
"We designed Capital Effective to address the specific business requirements found in the financial services industry," said Scott Millwood, CEO of Customer Effective. "Since the inception of Microsoft Dynamics CRM in 2003, we've had the opportunity to work with many financial services companies. Our experience led to the development of an extensive portfolio of custom applications tailored to the finance industry. Capital Effective makes work much easier for users in this industry because it extends and customizes CRM capabilities, allowing our customers to realize a greater return on their investment."