Financial Services
CRM for Financial Services is specifically designed to give you a comprehensive
view of your customer to enable you to deliver excellent customer service, more
easily identify new revenue opportunities and focus on the most valuable
accounts. Built on the Microsoft Dynamics CRM platform, the Financial Services
solution is engineered to accommodate the needs of the financial services
industry including advisors, institutional clients, agents and brokers.
Highlights include:
- Capture, identify and Track Leads
- In-Depth Account Profiles
- Real-time Client
Interaction Tracking
- Automate Administrative Processes
- Document, Quote and
Order Management
- Easily adapt for regulations and compliance
- Improve
consistency of customer service across all channels.
CRM for Financial Services expands your opportunities, reduces administrative
overhead and builds customer loyalty by integrating research, sales, marketing,
and customer service systems into a single platform for high-touch sales
professionals.
Built on top of the Microsoft Dynamics CRM platform, CRM for Financial Services
provides the ability to achieve seamless integration to back-office and
operational systems within your organization, resulting in a truly complete
customer information management solution.
Learn more about CRM for Financial Services
SalesMetrix CRM
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