Just over a week to go before Convergence 2014 in Atlanta and judging by the success we had with Convergence EMEA in Barcelona last November, Atlanta is going to be huge!  I am really looking forward to this one. With the exciting announcements we made last week Convergence gives people the opportunity to drill deep into the forthcoming releases as well as find out what else is on the horizon.


As was the case in Barcelona I will have the honour of speaking once again at the main Financial Services Session. I will be joining some fantastic guests so I do hope you will come down and say hello if you are there! I will also be spending time at the Financial Services booth so if you want to find out more CRM in Financial Services or how FinDemo was built please come find me.You can find out more about other sessions here.

CSCRM503: Microsoft Dynamics CRM in Financial Services: Winning and retaining customers

Wednesday, March 5th from 2:00 pm – 3:00 pm    Room: B212

Speakers: Mark Margolis, Kevin Konopa, Mirjam van Ruth, Chad Hamblin, Karan Srivastava

In today’s hyper-competitive economic environment, it is critical for institutions to achieve sustainable profitability through customer retention, and drive growth through customer acquisition, all the while improving productivity. Hear from customers on how they are using Microsoft Dynamics CRM to improve customer profitability and organizational efficiency. Watch our innovative demos to learn how you can leverage the capabilities of Microsoft Dynamics CRM 2013 to drive real business benefits.

Other Financial servies events to look out for are:

CSCRM504: Taking Microsoft Dynamics CRM for financial services to the next level

Thursday, March 6th from 11:00 am – 12:00 pm    Room: B212

Speaker(s): Philippe Brissaud, Vish Thirumurthy

You’re about to implement Microsoft Dynamics CRM into your banking environment. Facing this challenge, you wonder how other financial institutions do it. Come and hear how Microsoft Services has helped many customers push their relationship banking to the next level with Microsoft Dynamics CRM. Learn how they managed their project and capture the lessons learned from this implementation leveraging Microsoft Services and Sure Step methodology.

Dynamics Industry Lunch Reception

Tuesday, March 4th, 12:30pm – 2pm Location: Hall C Atrium Foyer, Georgia World Congress Center

connect with other top customers in your industry, share your experiences, and meet with members of the Microsoft industry team who are here to help you take the best possible advantage of your convergence experience

Exclusive Financial Services Networking Breakfast

By invitation only. Please let me know or contact your local Microsoft representative if you wish to attend.

Thursday, March 6th, 8am-9am

• Hear from an industry leader who will share their business success story
• Learn ways to drive improved customer profitability and organizational efficiency
• Meet with Microsoft Dynamics CRM R&D staff and other industry specialists
• Network with your peers and make key business connections
• And of course, eat delicious food

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