Microsoft Dynamics CRM CAPTRUST Success Story

Better tack customer information in one system

CAPTRUST Financial Advisors specializes in providing fiduciary investment advisory services to retirement plan sponsors and objective investment advice to corporate executives and wealthy individuals.

With Hitachi Solutions, CAPTRUST is able to:

  • Create new business applications more efficiently By building on top of core technology in xRM
  • Account for estimated savings equivalent of 24 full-time administrative employees each year by automating workflows
  • Create competitive advantage by using the platform to create powerful, unique applications that differentiate the company


CAPTRUST Microsoft Dynamics CRM Success Story
Now, we realize value from our IT efforts sooner. xRM is flexible and lets us get new ideas to market quickly.
Garrett Klas, Application Development Manager, CAPTRUST Financial Advisors

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