Ellen Poppen, CFO and CIO
Savant Capital Management
"Microsoft CRM offered us only about 50% of what we wanted in terms of functionality and workflow out of the box. Right away, we saw that GaleForce CRM for Wealth Management could get us 85% of our wish list, with the final 15% achieved with the same easy configurable options."
iPipeline Acquires GaleForce Solutions and Leading CRM Suite
Acquisition Expands Bank, Broker-Dealer, Wealth Management and International Customer Base
Microsoft Dynamics CRM Named a Leader by Research Firms
Microsoft Dynamics CRM has garnered recognition as a Leader from two leading independent research firms, Gartner Inc. and Forrester Research Inc.
GaleForce CRM Certified for Microsoft Dynamics
GaleForce announces that GaleForce CRM has been formally certified for Microsoft Dynamics CRM 4.0.
GaleForce CRM Integrates with Via Binary
GaleForce CRM integrates with Via Binary's Open Portfolio Warehouse solution to provide Savant Capital with quick access to client portfolio data
Coming Soon