Rob and his team turned to Serversys to design and implement the complex client portal solution that Exotix required.
Hosted in Microsoft Azure cloud, the new self-service web portal delivers a single unified view of all client interaction details, research preferences and history – all of which is essential for the delivery of tailored advice and enhanced customer-centric collaboration.
Transforming the firm’s existing Dynamics 365 CRM into a powerful web engagement platform, the purpose-built solution works directly with CRM accounts, contacts and workflows without the need for any extra development or integration.
Featuring robust yet flexible authentication, CRM data can be applied to make sure each user receives the correct access and permissions. Eligibility to research areas can be tightly controlled and customised, ensuring subscribers can access the content they have permissions for with just a few clicks of a button.
A powerful search tool allows subscribers to conduct granular selections from a range of research categories – macro strategic analysis, credit or equities analysis and frontier analysis, for example. Subscribers can also review the latest information and updates on regional conferences, or request direct access to analysts.
Updating the resources that are available for subscribers to view, play or download is simplicity itself. Microsoft Portal acts as an integrated content management system (CMS) that enables the firm’s analysts to publish new research categorised by industry sector, by region, and by company or country. All of which ensures subscribers can quickly pinpoint the information they’re interested in.
Optimised to provide the ultimate user experience, the portal makes it easy to subscribe, manage account preferences and request automatic notifications on new research relating to specific topics of interest. Ensuring busy portfolio and fund managers aren’t bombarded with irrelevant updates.
Deep integration with Dynamics 365 CRM ensures that all transactions and interactions are captured to provide representatives across the business with real-time intelligence on the research areas subscribers review.
“Serversys was able to deliver a platform that was fully integrated with Dynamics 365 CRM, did not require an additional solution database, contained pre-built technology for authentication, content management and security and could be deployed via the cloud,” explains Rob Elliott.
“Scalable and easy to manage and maintain, the new web portal makes it possible for us to digitally distribute our research to subscribers 24x7 in a highly efficient and cost-effective manner.”