Galeforce CRM

GaleForce Solutions, a Microsoft Gold Certified Partner, has leveraged the core Microsoft Dynamics CRM infrastructure to create GaleForce CRM for Financial Services. Their purpose-built CRM applications address over 90% of Advisor, Customer Service and Management needs right out-of-the-box -like improving individual productivity, delivering truly superior client service, and providing Managers with visibility into team member activities and account status - all while addressing the complex regulatory environment of the financial services industry.

CRM Tailor-Made for Financial Services

GaleForce CRM for Financial Services extends Microsoft Dynamics CRM to provide a complete suite of industry-specific features and functionality, including:

  • Account and Portfolio Management
  • Enhanced Client Information
  • Relationship Management
  • Call List Management and Call Planning
  • Alerts: Scheduled and Real-time
  • Household/Group Management
  • Deal Management
  • Audit Log
  • Rules-Based Forms
  • Enhanced Security

GaleForce CRM for Financial Services is available in on-premise and on-demand deployments.

The following Enterprise Modules are also available individually to match your needs.

Auditing captures data changes at the record and field level, including the author and date/time of change. It can be configured to specify which data actions should be audited for each type of record (i.e. Create, Update, Delete). Permission settings allow only authorized users to see and search audit records.

Field Level Security Compliance and security requirements may dictate that only certain users can view or edit certain fields belonging to a specific record (such as a Contact or Company). In Microsoft Dynamics CRM, permissions for view/read/write and security are by default implemented at the Record level - users can see all fields for a record, or none. GaleForce CRM offers the ability to define field level security for any entity, and restrict permissions by role and specific entity content to each field.

Rules Based Forms: Rules-based Forms allow users in different roles, departments and lines of business to access a single CRM database and view forms that have been customized to contain only the information each user needs, or has been granted access to. All customer records are store in a single database, but only information relevant to the user's role is revealed. For example:

  • A Customer Service Representative in a call center might only see a client's basic contact information and history.
  • A Wealth Management Advisor would see details on each client's accounts, portfolio holdings, households, relationships and activity history.
  • An Investment Banker would see company/ contact investment preferences and relationships, to help them syndicate a deal.
  • An Asset Management Relationship Manager would only see information on Advisors in their broker/dealer network, but not information on the Advisor's wealth management clients.

Data Integration: The GaleForce Data Importer for Microsoft Dynamics features a simple, intuitive user interface that supports the import of data into Microsoft Dynamics CRM in a few simple steps. Unlike the default Microsoft import wizard, the GaleForce Data Importer allows users to import data for any entity in CRM, including GaleForce logical entities. Also unique is the ability to import data into lookup fields and link them with the primary record being imported - for example, linking primary contact for companies, currencies and transactions for financial accounts, and so on.

Don't know if Galeforce CRM is the right solution for your organisation? Contact Pythagoras on 0845 850 1550, or email us at info@pythagoras.co.uk to learn more about how we can help you choose and implement the best CRM solution for your business.