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MS-CRM for Capital Markets - Microsoft Certified CRM for Capital Markets & CRM Financial Services

GaleForce CRM for Capital Markets is an out-of-the-box CRM solution designed specifically to meet the needs of securities broker dealers, bond and mutual fund brokers and dealers, and research and investment professionals in the capital markets.

The solution integrates information and research sources with CRM functionality, including the ability to access an audit trail of interaction between research, sales and trading teams.

GaleForce CRM for Capital Markets provides critical client management features, such as the ability to import and identify 13-F holdings, and use call lists to match prospects to "in-play" lists.

Enterprise modules are also available to further extend GaleForce CRM for Capital Markets functionality.

Best of all, the product works the way you work - within Microsoft Outlook, integrating industry-leading CRM in the first application you and your staff open every day.

Key Benefits of GaleForce CRM for Capital Markets


  • 360-Degree Client View: All customer information including preferences, transactions, holdings, and communications history are captured and managed within a single interface.

  • Manage Opportunities & Deals: Define deal status and key buy/sell criteria in CRM, and use the system to automate activities, such as call lists and plans, marketing activities, and follow-up actions or tasks required.

  • Automate Team- and Role-based Processes: Use extended functionality and features to associate permissions and access to critical data to specific members of your organizations, and automate sales processes within the system.

  • Generate Executive Reports: Create custom reports, summarizing 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 organization can maximize the sophistication by which it shares and manages client data, while complying with industry regulations and privacy legislation.


Find out more about the out-of-the-box CRM solution for Capital Markets by scheduling a Live Meeting webcast.

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