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CRM for Financial & Wealth Management

 

CRM for Wealth Management is an out-of-the-box contact management solution designed specifically to meet the needs of financial advisors, account and portfolio managers at wealth management firms.  The solution delivers the ability to manage extensive client account detail and personal information, enabling users to provide high net worth individuals with personalized investment strategies and services.  CRM for Wealth Management includes functions and modules designed specifically for the business processes and regulatory compliance support requirements of the wealth management sector.

Combining the strong foundation of the Microsoft Dynamics platform with functionality from GaleForce Solutions, CRM for Wealth Management works the way you work - within Microsoft Outlook.  Below are some of the many benefits of this customized customer service and salesforce solution:   

 

  • 360-Degree Client View: All customer information including preferences, transactions, holdings, and communications history are captured and managed within a single interface.  
  • Manage Leads & Opportunities: Define key sales cycle and status criteria in CRM, and use the system to automate sales cycle activities, such as call lists and plans, marketing activities, and follow-up actions or tasks required.
  • Automate Team- and Role-based Processes: Use extended functionality and features to associate permissions and access to critical data to specific members of your organizations, and automate sales processes within the system.
  • Generate Executive Reports: Create custom reports, summarizing sales and marketing activity based on the specific needs of your management team.
  • Regulatory Compliance & Security: Use Auditing and Field Level Security Enterprise Modules to ensure your organization can maximize the sophistication by which it shares and manages client data, while complying with industry regulations and privacy legislation. 

 

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