Microsoft CRM for Wealth Management

Microsoft CRM for Wealth Management

We have implemented a number of CRM solutions for wealth management firms. It is based on Microsoft CRM, which integrates tightly with Outlook and Office. We use the GaleForce Wealth Management add-on with Microsoft CRM to create the best possible CRM solution in the marketplace today.

Microsoft CRM for Wealth Management is ideal for private client services companies, wealth management companies, brokers and independents. Having the right information, the right tools and the right advice helps you get that edge. Customer Relationship Management (CRM) solutions allow you to focus on building and holding relationships by profiling clients and client accounts, automating sales and marketing, processes, and generating management reports.

Key Benefits of Microsoft CRM for Wealth Management

  • 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 Microsoft CRM solution for Wealth Management 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.