BGM TruNorth Customer Success Story

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BGM TruNorth Wealth Partners needed a fully customizable CRM solution and decided to switch to Microsoft Dynamics CRM 2011 after utilizing a CRM system specific to the wealth management industry that lacked customization capabilities. When the previous partner they were working with decided to no longer support customizable CRM platforms, BGM TruNorth selected PowerObjects as their new Dynamics CRM partner. They chose PowerObjects because of their expertise in the training of advanced customization techniques and one-on-one education options.

BGM TruNorth Wealth Partners is a Registered Investment Advisor. They act like personal CFOs for their clients in providing comprehensive wealth management services to entrepreneurs, small business owners, corporate executives, and high-net-worth individuals and foundations. They specialize in comprehensive strategies for financial planning, investment management, and tax planning.

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