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March 10, 2005

GaleForce Solutions the Obvious Choice for Fortune 500 Wealth Management Firm

GaleForce Solutions is proud to announce that one of the largest wealth management firms, with over $75 billion in worldwide assets, has selected GaleForce CRM for Financial Services to support 500 Financial Advisors in its Private Client group.

This Fortune 500 Company, which prefers not to be named for competitive reasons, has been in business for almost 100 years and has over 2,300 associates. It specializes in wealth and asset management, and investment banking.

After evaluating several major CRM vendors on functionality, integration capabilities with existing systems, and the ability to access a complete view of each customer account among other criteria, the Company choose the Microsoft® CRM/GaleForce CRM for Financial Services solution because of its ability to address their needs, as well as its tight integration with Microsoft Outlook® and ThomsonTM BETA, high rate of user adoption and the depth of the out-of-the-box financial services functionality.

The CRM vision established by this visionary wealth management organization encompassed a system that:

  • leveraged the company’s familiarity with Outlook and other Microsoft business productivity tools
  • provided a single CRM database from which each Financial Advisor could access all relevant client information
  • used BizTalk® Server to support the information integration needs of the Microsoft/GaleForce CRM solution
  • allowed Financial Advisors to target specific clients and prospects through better reporting and data mining capabilities
  • integrated to existing transaction systems (Thomson BETA and Thomson ONE)

    Using GaleForce CRM, more than 500 Financial Advisors across their Private Client Group will be able to access a single, unified repository of customer information – including client profile and history, portfolio accounts, relationships, households, and support records - giving them the real-time intelligence they need to effectively service their clients. Financial Advisors will be better equipped to identify up-sell and cross-sell opportunities, service clients more effectively, and improve the flow of customer information with the goal of increasing revenues, operational efficiencies and customer loyalty.

    By using GaleForce CRM to further enhance its client management processes and build high value relationships, this wealth management firm is advancing its already significant market presence.

    About GaleForce Solutions

    GaleForce Solutions, a privately held and venture-backed company, has leveraged core Microsoft customer relationship management technology to create GaleForce CRM for Financial Services—designed specifically to meet the unique requirements of managing and optimizing high value financial services clients. With GaleForce CRM for Financial Services, Account Managers and their organizations gain the unmatched advantage of a low risk, easy-to-use client management solution that establishes a life-time view of the customer, supports personalized client service, increases sales force productivity, reduces customer churn and increases market share. GaleForce Solutions is a Microsoft Gold Certified Partner. Headquartered in Vancouver, British Columbia, GaleForce Solutions has offices in the US and Canada, and can be found on the Internet at www.galeforcesolutions.com.

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