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As an Asset Management firm, you're stuck wrestling with clunky legacy systems or generic CRMs that don't speak your language.
You may be experiencing:
✔ Poor visibility into client interactions
✔ Manual reporting is slowing down IR and compliance
✔ Disjointed data across departments
✔ Inflexible systems that can’t scale with your firm
You deserve more than a retrofitted CRM.
We deliver a CRM solution designed for asset management from the ground up - built on Microsoft Dynamics 365 and tailored to your specific workflows, investor needs, and regulatory requirements.
As the UK asset management sector continues to evolve, businesses are under increasing pressure to modernise their operations, enhance investor engagement, and ensure full regulatory compliance. Microsoft Dynamics 365 CRM implemented by City Dynamics offers asset managers a powerful, flexible platform to meet these challenges head-on.
Most CRM platforms weren’t designed with asset management in mind. They’re either too rigid, too limited, or too generic, forcing your teams to work around the system instead of with it.
Microsoft Dynamics 365 CRM is different.
It’s a flexible, secure, and fully customisable platform that adapts to your business, not the other way around.
Here’s why UK asset managers are making the switch:
Dynamics 365 can be configured to reflect your exact investor lifecycle, from onboarding to ongoing engagement. Tailor it to the way your firm works, whether you focus on institutional investors, intermediaries, or retail clients.
Seamlessly integrates with the tools your team already uses, Outlook, Excel, SharePoint, Teams, Power BI, boosting productivity and enabling real-time collaboration across departments.
With Power BI dashboards, you’ll get real-time visibility into AUM trends, investor sentiment, fund performance, ESG metrics, and pipeline progress, all in one place.
Built on Microsoft’s secure cloud infrastructure, Dynamics 365 meets the toughest requirements for FCA-regulated firms, including GDPR, MiFID II, and global data standards.
As your firm grows, so does your CRM. Whether you’re adding new asset classes, entering new markets, or expanding IR efforts, Dynamics 365 can scale effortlessly.
At City Dynamics, we’ve delivered tailored Microsoft Dynamics 365 CRM solutions for a wide range of asset management firms, from long-established institutions to specialist investment boutiques. Due to the confidential nature of our client relationships, we don’t publicise names, but our track record speaks for itself. We understand the operational, regulatory, and client engagement challenges unique to your industry because we’ve successfully addressed them many times before.
Speak with our team to discover how we can help your firm achieve the same results.
Get in touch today for a confidential consultation.
Microsoft Dynamics 365 is widely used by asset management firms because it combines client relationship management, data integration, and compliance tools in one platform. It helps firms manage investor relationships, streamline operations, and maintain a clear overview of client data.
Dynamics 365 helps asset management firms meet FCA requirements by centralising data, maintaining audit trails, and improving reporting accuracy. It enables better tracking of client interactions and ensures that regulatory processes are consistently followed.
Yes, Dynamics 365 allows firms to manage investor relationships by storing detailed client profiles, tracking communications, and automating workflows. This helps improve client engagement, retention, and overall service quality.
Yes, Dynamics 365 can integrate with a wide range of financial systems, including accounting software, data platforms, and reporting tools. This allows asset management firms to unify their data and reduce manual processes.
City Dynamics specialises in delivering Microsoft Dynamics 365 solutions tailored specifically for asset management firms. With deep industry expertise, we design systems that align with regulatory requirements, investor workflows, and operational needs.
Click the button below to submit your enquiry to our team who will get back to you as soon as possible.
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