Financial Services Spotlight

Financial Services


Whether your business function is as a central bank, retail, commercial bank, internet bank, credit union, savings or loan association, investment or brokerage firm, or other financial institution, Ledgeview Partners has extensive knowledge within the financial services sector to help you achieve your sales, marketing, customer service, and technology goals.



By upgrading to Microsoft Dynamics 365 On-Premises with Ledgeview Partners, Modern Woodmen put themselves in a position to stay ahead of the technological curve and improve member relations.

“Our goal was to have a partner who could continue to provide support past the original project goal, and we found excellent support in Ledgeview,” says Lisa Hamerlinck, Marketing Technologies Manager at Modern Woodmen. “The team we had on both sides was excellent in getting us to where we needed to be with the upgrade.”

Ledgeview’s price point is fair. They’re the Cadillac of CRM partners at a better price point. They offer premium resources without the premium price.


At the time Modern Woodmen decided to upgrade to Microsoft Dynamics 365 8.2 On-premises, they wanted to move out of “maintenance mode” and prevent themselves from falling behind with any future upgrades.

With an upgrade, they wanted to be able to utilize new functionality and resources to keep themselves moving forward with their business objectives. Modern Woodmen was also looking to migrate away from Scribe into Kingswaysoft to give them more flexibility with integrations during this upgrade period.

Finally, they planned to roll out new laptops to their 1,400 users, which solidified a foundation for a complete business transformation. Modern Woodmen leaned on Ledgeview for help with their transition after establishing a business partnership of trust and collaboration with the firm’s experts.

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“Looking at value, we made a good decision with Ledgeview. ​ The partnership with Ledgeview is a dynamic team for Dynamics 365.”

Jim Ross, Chief Executive Officer at Sharpe Group

Ledgeview made things easy, and they were great to work with. We could talk through the process without getting too technical, instead focusing on what we needed the system to accomplish. Their deep understanding of our business made a big difference in the process.

Tom Krause, Vice President of Operations, Krause Financial Services,

“Ledgeview was phenomenal. They walked us through every part of our complex needs.”

Maranda McArthur, CRM Project Team Lead and Assistant Manager of the Business Unit at Maps Credit Union,

“Ledgeview’s price point is fair. They’re the Cadillac of CRM partners at a better price point. They offer premium resources without the premium price.”

Lisa Hamerlinck, Marketing Technologies Manager at Modern Woodmen

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