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Finance CRM
Client Management - Productivity - Compliance & Security
Client Management, productivity, compliance and security are 3 very important subjects in the financial sector. Read this short introduction below and contact Minerva CRM for a demonstration and more information.
The advantages about GaleForce CRM is that the solution addresses specific needs, which is not addressed in the vanilla Microsoft CRM. Therefor the implementation can be done faster and more 'out-of-the-box'.
In respect to business sustainability and growth the current focus in the financial sector is the advisor performance, customer service and management. And the Galeforce CRM solution support this and is most complete in 4 areas in the financial sector; retail and commercial banking, wealth management, investment banking and capital market.
GaleForce CRM: Client Management
Advisors in the financial service industry, want their business to grow. In order to do that, they need to deliver proactive customer oriented communication and extraordinary customer service.
In most financial service companies the customer information in located in multiple systems on different locations. This means that access is limited, work intensive and time consuming.
GaleForce CRM delivers client functions that makes it easy for the advisor to access client information, so that the advisor can perform efficient and proactive client communication and service - all from one central system. Furthermore the access is directly from Outlook and a user friendly interface.
Client Management features in GaleForce CRM:
Financial Services Schema, Client & Company Management, Financial Account Management, Dashboards, Household Management, Data & Document Integration, Client Activities, Calender, Contacts, Opportunities, Pipeline, Campaigns.
GaleForce CRM: Productivity
Financial advisors reach their highest personal productivity, by having easy access to advanced tools designed to their specific needs. The company that has the best tools, will attract and retain the best talents and benefit the business bottom line by having an effective workforce.
GaleForce CRM, gives advisors in financial service companies, wealth managers, banks and others access to tools to improve productivity. Tools they need to effectively plan day-to-day activities, automate common tasks and effectively communicate with customers and suspects.
Productivity featues in GaleForce CRM:
Native Outlook Environment, Alerts, Recent Activities & Watch Lists, Call Lists Management, Call Plan Management, Client Relataionship Tree, Workflow Components, Advanced CRM Search, Web Mail Merge, Workflow Wizard, Campaign automation, Activity Synchronization, Advanced Find, Reporting, Data Import Wizard, Duplicate Detection.
GaleForce CRM: Compliance & Security
The financial sector face a complex set of regualtory requirememts. To ensure that the financial service companies can fulfill and document compliance, they need security and tools designed to the specific needs.
GaleForce CRM compliance functions create an audit trail of custmor interactions and changes in client information. GaleForce CRM delives a set of security functions, which is used to define and control user access to customer data and sensitive information.
Compliance & Security features in GaleForce CRM:
Data Auditing, Field-Level Security by Role, Rules-based Forms by Role, Enhanced Security, MiFID 2004/39/EC, Gramm-Leach-Billey, USA PATRIOT Act, Sarbanes -Oxley Act, SEC Rule 17a-3 and 4, ISE Rule 810.
Partner
GaleForce Solutions
Microsoft Dynamics
Microsoft CRM
Topics
Use MiFID to your advantage. Have customer, advisor, compliance and public confidence working together. Integrate MiFID into your CRM system. Contact Minerva for more information.
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