Raymond James digs Microsoft

Microsoft was able to put one in the win column today, as St. Petersburg, Fla.-based financial services firm Raymond James Financial, Inc. announced the selection of Microsoft Dynamics CRM.

Raymond James is now recommending that its nationwide network of 4,600-plus financial advisors adopt Microsoft Dynamics CRM as its primary customer relationship management tool. Raymond James will initially offer 3,000 Microsoft Dynamics CRM licenses, but plans to increase the number to more than 5,000 within the next three years.

Raymond James Financial is a diversified holding company providing financial services to individuals, corporations and municipalities through subsidiary companies. Its three wholly owned broker/dealers, Raymond James & Associates, Raymond James Financial Services, and Raymond James Ltd., employ more than 4,600 financial advisors serving 1.6 million accounts in 2,200 locations. Total client assets represent approximately $195 billion.