Xavi Reyes Resources Exponent Ottawa Services Implements Microsoft Dynamics 365 CE Client Engagement Sales

Exponent Ottawa Services Implements Microsoft Dynamics 365 CE Client Engagement Sales

Exponent Ottawa Services and solutions to clients and communities around the world. Multidisciplinary services for advanced mission critical facilities and data centers. Transforming communities through modernized transit and passenger rail facilities. Creating flexible and sustainable waterfront solutions to improve port infrastructure. Delivering innovative solutions for the future of energy.

A financial planning and investment firm, Exponent Ottawa Services aims to build up an investment portfolio that’s tailor-made for a client’s specific situation and needs. During the initial assessment, they’ll review the client’s personal financial data in confidentiality and provide a plan that can be modified at any time. The team prides themselves on offering unbiased guidance because they’re not tied to any financial institutions.

Retirement Planning with Exponent: Secure Your Financial Future in Ottawa

During the COVID-19 lockdowns, Exponent had several disparate systems that they used to manage their financial services – wealth management business. OnActuate met with them at the Collaborate Conference in Ottawa and proposed Microsoft Dynamics 365 CE Client Engagement Sales, a solution built specifically for their industry. The system went live in January 2020, just before the COVID lockdowns, and has helped them stay up to date and continue to support their existing clients without missing a beat. The new CRM system also helps the company manage their pipeline and prospecting activities.

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