GaleForce - For Financial Services

The Microsoft CRM & Outlook Product Suite for Financial Services

Increase Productivity for an Edge

GaleForce for Wealth Management

Client Management, Communication, & Discovery

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Increase Advisor Productivity

Maximize efficiency, attract & retain top talent

Productivity tools accessible straight from Microsoft Outlook

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Enhance Client Relationships

Provide personalized service, build trust, retain clients

Actionable insight into client's needs and preferences

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Personalize Client Communication

Access client information for timely client engagements

Workflows for planning & delivering meaningful client communication

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Optimize Client Prospecting

Identify quality prospects quickly & easily, acquire clients

Tools for researching, qualifying, engaging and converting new clients

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Enable Effective Marketing

Engage clients & prospects with targeted communications

Easy access to insightful data for effective target marketing

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Ensure Regulatory Compliance

Protect your sensitive data, safeguard your business

Audit & security features to help maintain and demonstrate compliance

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Ellen Poppen, CFO and CIO
Savant Capital Management

"Microsoft CRM offered us only about 50% of what we wanted in terms of functionality and workflow out of the box. Right away, we saw that GaleForce CRM for Wealth Management could get us 85% of our wish list, with the final 15% achieved with the same easy configurable options."

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News
Blog Posts
Tweets

GaleForce CRM Certified for Microsoft Dynamics

GaleForce announces that GaleForce CRM has been formally certified for Microsoft Dynamics CRM 4.0.

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GaleForce CRM Integrates with Via Binary

GaleForce CRM integrates with Via Binary's Open Portfolio Warehouse solution to provide Savant Capital with quick access to client portfolio data

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