How to Use Microsoft Dynamics CRM 2011 to Manage Life Events for Financial Services Clients

by Linda Rosencrance
published July 19, 2011

Financial services firms, like every other business, are always looking for ways to strengthen their relationships with their clients as well as bring in additional assets and revenue.

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About Linda Rosencrance

Linda Rosencrance is a freelance writer/editor in the Boston area. Rosencrance has over 25 years experience as an reporter/investigative reporter, writing for many newspapers in the metropolitan Boston area. Rosencrance has been writing about information technology for the past 16 years.

She has covered a variety of IT subjects, including Microsoft Dynamics, mobile security issues such as data loss prevention, network management, secure mobile app development, privacy, cloud computing, BI, big data, analytics, HR, CRM, ERP, and enterprise IT.

Rosencrance is the author of six true crime books for Kensington Publishing Corp.

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