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Modern Techne Solutions is the only Microsoft firm in North America that is fully dedicated to serve Financial Advisors. Our mission is to open doorways to scalability so advisory teams can focus on your Households and Clients!
We do so by helping small and medium size independent Financial Advisory teams automate their workflows by implementing and deploying Microsoft Dynamics 365 & Power Automate as a CRM solution within the Microsoft suite. Hence, it is seamlessly interconnected with your Outlook email and calendar, OneDrive/Sharepoint, Teams and any Microsoft product. Helping you bridge the gap between customer experience and process automation. You can visit our Microsoft page here.
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Take a sneak peek at our solution
314
Active Users
99%
Client Rentention
4/5
Client Referrals
In-House Solution For
Financial Services
Powered by Microsoft Dynamics 365
Value
Package
+300k
Are manual tasks slowing you down?
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You tried several CRM’s but you need additional customization
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You're looking to segment your book of business and automate client reviews, KYC's, annual interest payment and more​
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You already use Outlook and OneDrive/Sharepoint
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You have a team size between 2 and 30 Advisors
Few Team Members
Pierre Rahal
Co-Founder
Our Services
Full Turn key CRM Implementation
Experience a seamless journey to a fully integrated CRM solution. Our dedicated team will thoroughly assess your existing processes to ensure a tailored implementation while fostering strong collaboration and ensuring buy-in from your team, we guarantee an immediate return on investment.
Custom Process
Automation
Streamline your operations through custom applications. Our team will identify and eliminate redundant processes, freeing up your valuable time. Whether it's reclaiming lost hours or redirecting your focus to more important tasks, we empower you to make the most of your time and resources.
First and far-most, our co-founders have experience scaling SMBs and understand the growing pains that comes with it.
On the service side, we ensure that every feature is tailored to your individual process and help you meet demanding regulatory requirements.
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Working with us will get you the highest return on your time and capital investments. Speak with our consultants to learn more about how we help you get the most value from your budget.
Features
01.
Customer acquisition
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02.
Customer onboarding
03.
Customer service
04.
Risk management
05.
Operations optimization
“Success is determined not by the completion of some action, but by how
one engages in all action with wisdom
and intelligence.”
Plato (429–347 B.C.E.)