Industry Accelerator
Purely CRM’s core focus is on large mid-market and enterprise CRM Design & Development projects and CRM Support, servicing a number of wealth management, financial service, and brokerage clients. When needed we can also tap upon our ERP expert peers at Endeavour Solutions to provide an All-in-One Cloud ERP-CRM connecting financial process to customer engagement.
Grow your professional, responsive, and insightful Brand through:
The majority of core functions are “out-of-the-box” through our Wealth Management Industry Accelerator include Client Profiles, Case Management, Policy/Investment catalog, and Self-Serve portals. But every organization is unique and a personalized system may be required resulting in a lower monthly fee, that’s why finding the right partner is as important as the right solution.
Have question?
Reach out to our representative
Steve Ewing, Vice President
