FINTRX announces its integration with Microsoft Dynamics CRM, a customer relationship management platform.
It will allow Microsoft Dynamics CRM users to access FINTRX’s database of registered investment advisor (RIA) data directly within their CRM system.
Microsoft Dynamics CRM users can also uncover valuable information on single-family offices, multi-family offices, private companies, and private wealth teams. By leveraging FINTRX’s data, users can gain a competitive edge by identifying new prospects to build targeted marketing lists and expand their network.
However, with this, FINTRX can provide seamless access to the most accurate data to their growing customer base.
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