CRM for Asset Management
In today's volatile financial markets, declines in assets under management along with increasingly skeptical clients can lead to reduced commissions for advisors and brokers. In addition, clients today increasingly demand their advisors to manage their portfolios according to personalised and structured financial plans. Financial advisors and private bankers need new and innovative ways to distinguish themselves from competitors in order to attract new customers, while satisfying and retaining their existing customers.
Pythagoras' CRM Solution for Asset Management provides the complex relationship management, marketing, sales and client service capabilities required by users and management as they strive to build long-term relationships with their most profitable clients. Pythagoras’ CRM Solution for Asset Management can integrate with top portfolio management, transfer agent, and other back- and mid-office systems to provide real-time access to the entire range of critical client data.
Benefits and Features of Pythagoras’s CRM Solution for Asset Management:
- Powerful relationship driven sales
- Improves users productivity
- Organisation, contact and deal tracking.
- Award-winning relationship management and contact management
- Powerful queries and groups for profiling
- Marketing automation
- Workflow and Process automation that will automate key business processes in the business
- Full range of Business alerts
- Powerful Analytics, Dashboards, Reporting and Business Intelligence.
- Full integration with Outlook, Email, Office suite, Lotus Notes.
- Comprehensive Mobile and Wireless options, via laptop, PDA, web or Blackberry.
- Ability to integrate with back office and other trading systems
For more information or to book a demonstration, please contact the Pythagoras sales team on 0845 850 1550, or email us at sales@pythagoras.co.uk.