CRM for Investment Banking - based on the Microsoft Dynamics CRM Infrastructure
GaleForce CRM for Investment Banking is an out-of-the-box CRM solution designed specifically to meet the needs of investment bankers and support staff.
The solution delivers timely intelligence on the profitability of complex opportunities, and required action on deals.
GaleForce CRM for Investment Banking draws on back-end data to segment customers and prospects for team assignment and decision support specialization. The solution also complies with the privacy and security requirements of the current regulatory environment.
Enterprise CRM modules for Investment Banking are also available to further extend GaleForce CRM for Investment Banking functionality.
Best of all, GaleForce CRM for Investment Banking 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 Investment Banking
- 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 opportunity and deal status criteria in CRM, and use the system to automate investment cycle 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 Investment Banking by scheduling a Live Meeting webcast.
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