Microsoft CRM for Capital Markets
Microsoft CRM for Capital Markets
Microsoft Dynamics CRM for Capital Markets. Pythagoras has a
with 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.
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.