The Changing Landscape in Wealth Management

Microsoft Dynamics 365

In this video, learn about the benefits of Dynamics 365 and how it can help you evolve with investors’ needs while still providing personalized service. Thank you for watching our video! Stay up-to-date with the latest news and updates from the Dynamics 365 Team by visiting: The opportunities don’t stop there! We urge our community to continue learning through the following resources: Content Library: Dynamics 365 Blog:… Free trial:… Subscribe to Dynamics 365 YouTube:… Dynamics 365 on Facebook:… Dynamics 365 on LinkedIn:… Dynamics 365 on Twitter:… Please note: this video was pre-recorded prior to the COVID-19 pandemic. #Dynamics365 #WealthManagement

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