Our services.

Winvestics Strategy

CRM Consulting & Strategy
We guide financial firms in selecting, implementing, and optimizing CRM systems that align with their business goals. Whether you need a tailored solution or a comprehensive CRM strategy, our approach ensures your system works for you—helping your firm grow, not the other way around.

Client Relationship Management
Building stronger client relationships begins with the right technology. We seamlessly integrate CRM solutions with your existing tools, creating efficient workflows that improve client retention and enhance productivity. No matter the platform you use—whether it’s Microsoft Dynamics 365 or another—we help you unlock its full potential.

CRM Solutions for Wealth Management

Our CRM solutions, with a strong focus on Microsoft Dynamics 365, are designed to elevate wealth management services. As your trusted partner, we provide end-to-end support, ensuring your CRM system is seamlessly aligned with your business goals—helping you drive growth and efficiency, not just implement technology.

  • CRM Implementation & Customization
    We tailor CRM configurations to the unique needs of wealth management firms, ensuring your system works exactly the way you need—whether you're using Microsoft Dynamics 365 or another platform.

  • Integration Services
    We seamlessly integrate your CRM with your existing tech stack, enhancing data flow, automating processes, and providing deeper client insights.

  • Ongoing Training & Support
    Our expert-led training—available both onsite and virtually—ensures your team maximizes CRM features for effective client management and continued business growth.

Discover More Services

  • CRM Strategy Consulting

    Our expert consultants offer CRM strategy consulting services to help wealth management firms design and execute a CRM strategy that drives long-term growth and client retention. Our consulting services include:

  • Data Analytics & Reporting

    Unlock the power of data with our CRM data analytics and reporting services, enabling wealth management firms to make informed, data-driven decisions.