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Relevance Software: A Titan among ISV's

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All this week I'll be highlighting some of the early adopters of Dynamics CRM "Titan".  For your enjoyment, today I'm showcasing Relevance Software. 

 

Relevance Software - A Financial Trading Firm Builds Specialized Stockbroker Solution

 

 

“We wanted to build an integrated solution that would present sales traders with all of the relevant data and tools they need to provide a high level of service to their customers,” says Mark Adams, Director of Product Development for Relevance Software. “To improve efficiency, we set out to establish CRM as the centerpiece of the daily workflow to ensure greater efficiency, structure, accountability, and scalability of the business platform.”

Relevance Software built its new solution, Relevance X-Stream, on the Microsoft Dynamics™ CRM business application platform. The rich-client software combines traders’ essential tools—financial market data from Bloomberg and Reuters, and trading system access—with CRM functionality. The result is a customized desktop application with profiled views of customer accounts and relevant data and tools.

Relevance X-Stream uses the data modeling capabilities of the latest release of Microsoft Dynamics CRM, code named “Titan,” to create sophisticated customer profiles. The solution takes advantage of Microsoft® SQL Server™ 2005 Analysis and Reporting Services to provide reports built from profiled data. Sensitive client information is protected with the roles-based security model of Microsoft Dynamics CRM.

Relevance X-Stream features a rich user interface built using Windows Forms, combining financial market data feeds routed through Microsoft BizTalk® Server 2006 and CRM data pulled up through Web services available in the Microsoft Dynamics CRM platform.

 

Check out the solution brief.

Technorati tags: Microsoft, Microsoft Dynamics, Dynamics CRM, CRM

Comments

  • Anonymous
    September 10, 2007
    If you’re an ISV you should be talking to your partner account manager to get on the Titan rocket now!
  • Anonymous
    October 01, 2007
    I have read about Relevance X-Stream on http://mynull.blogspot.com and want to say that we will be waiting for results.Keep going ahead.