Microsoft CRM for Investment Banks

Microsoft CRM for Investment Banking

Microsoft CRM solution for Investment Banking is designed specifically to meet the needs of investment bankers and support staff. The solution delivers timely intelligence on the profitability of complex opportunities, and required action on deals.

With our extensive experience implementing Microsoft CRM in Financial services allows you to draw on back-end data to segment customers and prospects for team assignment and decision support specialisation. The solution also complies with the privacy and security requirements of the current regulatory environment.

Best of all, Microsoft CRM for Investment Banking works the way you work -within Microsoft Outlook, integrating industry-leading CRM in the first application you and your staff open every day. Download the full list of CRM Investment banking features.

Key Benefits of Microsoft CRM for Investment Banking

  • 360-degree Client View: All customer information including preferences, transactions, holdings, and communications history are captured and managed within a single interface.
  • Financial Account Management: including access to all client financial transactions, accounts, and holdings. Data is recorded in "chapters", including transaction type, symbol, date and value.
  • 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.

Find out more about the CRM solution for Investment Banking 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.