Ipreo Launches BD For Dynamics CRM Solution For Financial Services Companies

Ipreo, a provider of market intelligence and productivity solutions to financial services companies, has launched BD For Dynamics, a product that integrates its Bigdough institutional data and prospecting tools with Microsoft Dynamics CRM.

BD For Dynamics integrates Ipreo's BD Advanced workflow solution, as well the Bigdough database of 100,000 institutional contacts with Microsoft Dynamics CRM, so customers can screen, manipulate, mine and manage Bigdough information, improving the platform for sales and research staff, according to the company. The company said it also speeds the adoption, usage and penetration of the CRM platform throughout a company.

In a statement, Paul Hebert, EVP and MD of Global Capital Markets Sales at Ipreo said the integration will enhance the experience of all financial market CRM users.

Additionally, he said because many CRM decisions are enterprise decisions IT professionals can have a hard time getting support from a company's various business units for a common CRM platform. And that's where Microsoft comes in, he said.

"Adding the BD Advanced embedded solution to Microsoft's leadership in the deployment of enterprise CRM solutions will help our mutual clients bring some of these business segments together," Hebert said.

Brad Wilson, general manager, Microsoft Dynamics CRM, said the integration will give financial organizations the right technologies to help them succeed in this volatile economic climate.

"This new solution demonstrates Ipreo's commitment to keeping clients in the capital markets integrated, collaborative and competitive," he said.

Ipreo isn't the only vendor to integrate its solutions with Dynamics CRM to meet the requirements of financial services companies.

GaleForce Solutions Inc. integrated its CRM tool with Microsoft Dynamics CRM to create GaleForce ...