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GaleForce CRM for Wealth Management Helps Savant Capital Management Achieve a 97% Client Satisfaction Rating
Savant consolidates all client information in GaleForce CRM for Wealth Management empowering Advisors and Client Service Representatives to provide personalized service to all their clients
GaleForce CRM for Wealth Management empowered Savant Capital Management to:
- Consolidate client information in a single, centralized, easily accessible repository
- Empower busy advisors to provide informed, personalized service to their clients
- Reduce Client Service Representatives workload by over 3,500 hours annually
- Save thousands of hours annually in compiling, printing, collating and distributing quarterly client financial reports
Sendero Wealth Management Strengthens Client Relationships and Reduces Administration Costs with GaleForce CRM
Advisors access client information quickly and easily directly through Microsoft Outlook Improving Productivity and Client Management
With GaleForce CRM for Wealth Management, Sendero now has the ability to:
- Provide advisors with quick and easy access to detailed, up-to-date client information
- Provide advisors access to client aggregated financial account information improving client service and building stronger client relationships
- Reduce review time for Investment Policy Statements
- Maintain and improved advisor workflows
- Reduce administration costs for sending reports, holiday cards and gifts
- Position the company for expansion while maintaining client service levels
Combined Microsoft Dynamics CRM and GaleForce CRM Solution Delivers Improved Client Communication and Internal Efficiencies
Hanson McClain Replaced Inflexible, Functionally Limited CRM System with GaleForce CRM for Wealth Management for Functionality, Integration, and Ease of Customization
With GaleForce CRM for Wealth Management, Hanson McClain:
- Improved client and prospect communication
- Achieved tighter integration between relationship managers and marketing
- Provided controlled access to partners for inbound requests follow up