CRM Software for Capital Markets
Microsoft Dynamics CRM for Capital Markets: MS Certified CRM for Capital Markets and CRM Financial Services
We have vast experience with implementing Microsoft CRM for Capital Markets. The customer relationship management solution is designed specifically to meet the needs of securities broker dealers, bond and mutual fund brokers and dealers, and research and investment professionals in the capital markets.
Our solution is based around MS CRM which integrates tightly with Outlook and Office. We also use the GaleForce Capital Markets Add on for Microsoft CRM to create the most flexible and user friendly solution on the market. Download the full list of Microsoft CRM Capital Markets features list.
Key Benefits of Microsoft CRM for Capital Markets
- Cap Markets Home: a simplified home screen with shortcuts for creating call lists and research enquiries, notifying brokers of trades, and searching ticker symbols and “hotlist” picks.
- 360-degree Client View: All customer information including preferences, transactions, holdings, and communications history are captured and managed within a single interface.
- Automate Team- and Role-based Processes: Use extended functionality and features to associate permissions and access to critical data to specific members of your organisations, and automate sales processes within the system.
- Generate Executive Reports: Create custom reports, summarising 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 organisation can maximise the sophistication by which it shares and manages client data, while complying with industry regulations and privacy legislation.
- Trade Threshhold Alert, which raises flags when a security reaches a client’s specific buy or sell price threshold.
Find out more about the MS CRM solution for Capital Markets by scheduling a live demonstration for your company. Please call us on 0845 850 1550 and speak with one of our CRM consultants. Alternatively, email us at info@pythagoras.co.uk.
But Microsoft Dynamics CRM doesn't always work to the requirements of industry verticals or complex organisations. There are also a number of extra add ons for Banks and wealth management companies that will allow your company to further benefit from the use of Microsoft CRM.
Extend Microsoft Dynamics CRM with Industry CRM
Industry CRM is a suite of add-ons, providing critical features unavailable with Microsoft Dynamics CRM, including:
- Enhanced Security
- Enhanced Customer Management
- Financial Account Management
- Relationship Tree