CRM for Wealth Management
Wealth Management firms are not only being driven these days via regulatory compliance and data security but by an added expectation from their staff and clients to have in place systems and tools to allow everyone to manage complex and demanding client relationships.
CRM4WM is a Client Relationship Management platform designed for Wealth Management teams to help identify, acquire and manage profitable relationships and business with their direct and intermediary clients. Although the system can be tailored to fit your business processes – it has some core features and benefits that will help you:
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Create a client centric collaborative data platform accessible by all client touch points to allow everyone to work more effectively as a team and provide for an exceptional customer services
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Manage the complexities of relationships associated with HNW, UHNW, intermediaries and third party relationships including attorneys, accountants, consultants, business brokers, trustees, custodians, etc. To provide for a 360 degree view of your clients
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Leverage KYC information for cross-sell and up-sell opportunities
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Manage full real-time opportunities pipeline cycle from enquiry to fulfilment
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Easily manage opportunity forecasting
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Track Relationship Management KPI’s through operational activity and horizontal and vertical reporting
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Provide real-time management reporting to help you make accurate and timely business decisions
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Fully integrate investment management, wealth planning and lending
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Integrate comprehensively with existing transactional systems and client data systems
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