M Financial Group turns to SmartOffice for CRM

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M Financial Group has shifted its CRM functions into E-Z Data's hosted SmartOffice platform.

Member firms of the national financial services organization will now use SmartOffice practice management and data tools. M Financial also will use E-Z Data's SmartIntegrator, which makes it easier to combine other functionalities and upgrades with the system.

“We decided that the opportunity to transition to the E-Z Data hosted version of SmartOffice would allow us to deliver even greater support for our member firms, by shifting the resources we needed to support the application,” Curt Rynties, VP of IT, M Financial Group, said in a statement. “SmartOffice has been enhanced to include nearly all of the customizations we had built to service our unique client base, as well as a powerful integration toolkit, SmartIntegrator, which facilitates the delivery of additional functionality at a fraction of the cost of traditional custom development.”

SmartOffice is hosted by E-Z Data. M Financial Group has cited the flexibility, ease of use and speed of SmartOffice as main selling points. Having a hosted service also frees up M Financial Group resources for other endeavors.

M Financial Group is a network of independent firms, serving affluent individuals and Fortune 1000 companies. The company has more than 115 member firms nationwide.

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