CRM for Wealth Management, Private Banking and Capital Markets: Webinar

• Thursday, October 9, 2008
• 10:00 am Pacific /12 Noon Central/1:00 pm Eastern

Join GaleForce Partner Allin online on October 9th to see how the Allin CRM for Financial Services solution addresses the unique business processes, team roles and workflow, security requirements, database schema and terminology specific to Financial Services organizations.

Register Now

CRM for Wealth Management and Private Banking: Webinar

• Thursday, October 16, 2008
• 10:00 - 10:30 am

Join GaleForce Partner Harvest Solutions online on October 16th to discover how GaleForce CRM for Wealth Management can help you deliver a highly personalized customer experience, while increasing share of wallet and providing high levels of security for sensitive client data.

• A complete client view including their household, contacts, accounts, opportunities, activities, circle of influence, transaction history and more, all within Microsoft Office Outlook® for easy user adoption
  
• Call lists that helps Account Managers proactively plan call activity with clients that fit a particular profile or criteria
  
• Call plans that allow Advisors to easily and proactively plan, schedule and track interactions with clients over a specified period of time
  
• Management visibility into individual team member activities and account status
  
• Security of confidential client data through data auditing and field-level security

Register Now

CRM for Financial Services: Webinar

• Tuesday, October 28, 2008
• 8:00 am Pacific/10:00 am Central/11:00 am Eastern

Join GaleForce Partner ePartners online on October 28th to discover how GaleForce CRM for Financial Services can help you improve the efficiency and effectiveness of sales and service processes, develop and organization-wide focus on customer service, and get more out of existing client relationships.

Register Now