What is Capital Effective?

 


Capital Effective is a Purpose Built Accelerator for Financial Services

> Powered by Microsoft Dynamics CRM
> Provides pre-built configuration templates for:

Insurance - Carriers, Agencies, Call Centers, Claims Management 
Capital Markets - Private Equity, Investment Banking, Wealth Management
Banking - Commercial, Retail, Community, Credit Unions

> Dashboards of Key Metrics by Role
> Industry Specific Process Maps and Workflows
> Effective Toolkit and SDK (CRM Enhancements, Tools, Add-Ons) 
> Consulting and Integration Expertise to Implement

Customer Effective is the Microsoft Gold Certified CRM Partner behind the Capital Effective Solution Series and enjoys the distinction of being the 2009 Microsoft Dynamics Financial Services Partner of the Year and a member of the 2009 Microsoft Dynamics Inner Circle and President's Club.