An effective CRM is key to successfully digitising sales and distribution

From our experience, one of the biggest barriers preventing wealth providers from successfully digitising sales and distribution isn’t ambition but rather the inability to get the basics right in core customer management systems. Fixing this major issue is the first step in digitally enabling your financial services business.

A custom-built solution built for your market

Hesmur CRM helps wealth and pension providers and distributors address the digitisation challenge by delivering custom-built systems designed for their clients, their advisors and their industry.

Built using Microsoft Dynamics 365 Hesmur CRM is an intelligent cloud-based database with the tools to help your business deliver superior advisor and customer experiences.

Configured around your exact needs, it can be as simple or as complex as you require, and its powerful sales and marketing tools will help you get the most from your data to understand your customers better, retain clients and win more new business.

A combined sales and marketing CRM

With our bespoke solution, you can replace your costly and inefficient client management system with an integrated, flexible and scalable CRM and marketing automation solution designed by wealth experts for wealth professionals. Hesmur CRM delivers all the functionality required to optimise and digitise your processes, ensuring sales and marketing work closer and drive sales growth in a smarter and more efficient way.

Powerful sales CRM

  • Seamless data capture, connectivity and data management for a centralised, 360 view of the client for optimal client and sales pipeline management.
  • Seamless integration with Microsoft applications and third-party software.
  • Robust user and role access security delivered in a simple, seamless user journey.
  • In-depth performance improvement, strategic and customer insight reporting for all levels.
  • Rapid low-code configuration for simple and low-cost maintenance and future adaption.
  • Process automation that removes the administration burden.


Digital marketing tools

  • Marketing tools that help you attract, nurture and convert leads better.
  • Personalised content and client communications with email automation features.
  • Email builder, website forms and event management tools with real-time tracking and reporting.
  • Granular campaign evaluation reporting with seamless and unified data sharing for a 360 view of the buyer journey.
  • Real-time and dynamic lead scoring and assignment between marketing sales.

We’ll ensure that the system we deliver for you is fit-for-purpose by taking the time to understand exactly what you need with our comprehensive system diagnostic.  And we’ll be with you every step, from implementation and testing, to going live. And once live, we can support you with our managed service offering.

Contact us

Contact  us  for  more  information  on  Hesmur CRM.

About Hesmur

With Hesmur you’re working with a consultancy that is experience-led and results-driven, a partner that understands your world and the challenges you face.


A wealth of knowledge gained across the financial services sector offers us a deep understanding of your world and the challenges you face.

Results focused

Digital delivery and a focus on measurable change ensures your digital transformation journey is driving value and growth.

Rapid deployment

Using data-driven tools and accelerators we facilitate timely and effective change.

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