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MS-CRM Wealth Management - Microsoft Certified CRM for Wealth Management & CRM Financial Services

GaleForce CRM for Wealth Management is an out-of-the-box CRM solution designed specifically to meet the needs of financial advisors, account and portfolio managers at wealth management firms.

The solution delivers the ability to manage extensive client account detail and personal information, enabling users to provide high net worth individuals personalized investment strategy and services.

GaleForce CRM for Wealth Management includes functions and modules designed specifically for the business processes and regulatory compliance support requirements of the wealth management sector.

Enterprise modules are also available to further extend GaleForce CRM for Wealth Management functionality.

Best of all, GaleForce CRM for Wealth Management 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 Wealth Management


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

  • Manage Leads & Opportunities: Define key sales cycle and status criteria in CRM, and use the system to automate sales cycle 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 Wealth Management by scheduling a Live Meeting webcast.

 

Insurance-Specific Benefits:

  • Track beneficiaries, on & off book accounts, expiry dates, full policy details, and unlimited policy types
  • Make use of aggregated household data
  • Manage agreements and multiple account types - including insurance, investment, loan, and deposit accounts.

GaleForce CRM for Wealth Management fully integrates with insurance policy management sytems.

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