Vancouver, BC – February 5, 2008
GaleForce Solutions of Vancouver, BC announced today a new customer addition with Haverford Trust, a prestige investment management company in Philadelphia with $6 billion assets under management and 2200 clients.
Haverford Trust chose GaleForce CRM for Wealth Management because of its ability to fully integrate with Microsoft Outlook and its ability to give their advisors a 360 degree view of their clients by showing integrated data from portfolio management, accounts receivable and banking systems.
“We were dissatisfied with our internally developed customer relationship management (CRM) system and its inability to integrate with our other systems,” said Haverford Trust CIO John Supplee. “With GaleForce CRM, we’ll be able to improve our service to clients by being able to see all aspects of the entire client relationship -- including preferences, transactions, holdings and communication history -- within a single interface. And, because GaleForce CRM is built on top of Microsoft Dynamics, our team can still track client communication using Microsoft Outlook, a tool they know and like.”
The Haverford Trust Investment team plans to also make use of GaleForce CRM for Wealth Management to manage prospects and events.
“We are extremely pleased to have Haverford Trust select us as their customer relationship management system,” said GaleForce Solutions President and Founder, Kirk Herrington. “They join our roster of leading wealth management firms that have capitalized on both Microsoft and GaleForce expertise in CRM to enhance the way they do business. Our unique GaleForce extension to Microsoft Dynamics CRM is helping leading financial advisors and wealth managers build, manage, and protect their book of business.”
Haverford Trust provides investment management, trust and estate, and related financial services. Founded in Philadelphia in 1979, Haverford adheres to a Quality Investing philosophy that is committed to maximizing returns while minimizing risk throughout the entire market cycle. Quality Investing focuses solely on A-rated equities that deliver consistent earnings and dividend growth, and investment grade fixed income securities that seek to protect both principal and income, over the long term. The company is based in Radnor, Pennsylvania. For more information, visit www.haverfordtrust.com.
GaleForce Solutions, a privately held and venture-backed company, has leveraged core Microsoft Dynamics customer relationship management (CRM) technology to create GaleForce CRM for Financial Services, a solution designed specifically to meet the unique requirements of wealth management companies. With GaleForce CRM for Financial Services, organizations get a complete view of their customer, and can improve client service, increase sales force productivity, reduce customer churn and increase market share. GaleForce Solutions is a Microsoft Gold Certified Partner and headquartered in Vancouver, British Columbia. For more, see www.galeforcesolutions.com.