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GaleForce CRM for Investment Banking - Enterprise Modules
GaleForce CRM for Investment Banking - Enterprise Modules
Financial services organizations can extend GaleForce CRM industry-centric functionality with the addition of optional enterprise modules.
Auditing
: Captures data changes at the record and field level, including the author and date of change. Easily configured to capture data actions by type of record, allowing only authorized users to see and search audit records.
BizTalk Adaptor
: Provides automated, bi-directional integration between CRM and hundreds of other enterprise systems. Data is transmitted through business layers, preserving the security of system data and workflow.
Field Level Security
: Delivers the ability to define - and restrict - read and write permissions at the field level for any entity or record. Field level security can impose additional restrictions on sensitive field level data. A significant enhancement over Microsoft Dynamics CRM, which implements data security at the record level, and a key component of many organizations' compliance with industry regulations and privacy legislation.
MobileAccess
: Providesd an intuitive, easy-to-use multi-tasking user interface for most web-enabled mobile devices. Remote users can access activities, contacts, companies, leads and opportunities.